Financial Planner salaries in Godalming, SRY

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

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

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

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

Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning…

£32,000 - £35,000 a year

1 day 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