Financial Advisory Support Occupations salaries in Bentley, WMD

Liaising with both internal and external stakeholders by telephone, letter, and e-mail. Working alongside the Private Wealth Operations Manager, Client…

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved…

Strong knowledge of financial products (pensions, investments, protection) is an advantage. Handle correspondence via phone, email, and post, ensuring queries…

£25,000 - £35,000 a year

7 hours ago

Managing inbound and outbound telephone calls with clients, providers and internal colleagues. Confident communication skills, including a professional…

£25,000 - £28,000 a year

5 days ago

To liaise with product providers, clients, and advisers in an extremely professional manner over the telephone, face to face and in writing.

Up to £30,000 a year

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both…