Financial Advisory Occupations salaries in Harborne, WMD

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

Diploma qualified status, such as DipFA, DipPFS or equivalent. 2 weeks Christmas office closure. Up to £60,000 basic salary + uncapped bonus + existing clients…

Up to £60,000 a year

Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing…

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

1 day ago

The long-term goal is clear: move from supporting experienced advisers to taking ownership of the advisory process, and once qualified and assessed as competent…

From £28,500 a year

8 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

6 days ago