Financial Planner salaries in Crawley, WSX

Years 1 & 2 building on existing Financial Planning Assistant skills. Has a minimum of 2 years’ experience as a paraplanner. Job Types: Full-time, Permanent.

£35,000 - £45,000 a year

14 days ago

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

Strong technical knowledge across investments, pensions, retirement planning, protection and tax-efficient financial planning.

Handle incoming calls and correspondence. Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.

2 days ago

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

Prepare client cash flow reports, using our cash flow modelling software. 1-2 years’ relevant work experience. Attend client meetings where appropriate.

6 days ago