Financial Planner salaries in Crawley, WSX

Prepare client cash flow reports, using our cash flow modelling software. Ensure the planners, and clients, are updated regularly and in a timely manner…

Hybrid working – typically 2 days per week in the office. Suitable professional qualifications to Level 4, with the ability to provide retail investment advice.

Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…

Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial…

£30,000 - £34,000 a year

3 days ago

Handling incoming correspondence, emails and telephone enquiries. Liaising with clients, providers and third parties in a professional and timely manner.

Up to £25,625 a year

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year