Financial Advisory Occupations salaries in Barnham, WSX

Adhere to the Company’s business principles, high standard of ethics and treating customers fairly obligations. Experience of using cash flow modelling tools.

£150,000 - £400,000 a year

3 days ago

Confidence dealing with high‑net‑worth clients. Deliver holistic financial planning across investments, pensions, protection, and tax.

Respond to internal and external queries, including those from DWP and HMRC. Participating in volunteering events is encouraged with paid volunteer days…

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate…

2 days ago

Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Experience liaising with clients and trustees.

At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. Pension qualification such as CII or PMI, or equivalent experience.