Financial Advisory Support Occupations salaries in England

Review policy information prepared by the administration team. Liaise with Advisers, the administration team, providers, network and clients.

Up to £40,000 a year

Carrying out filing, scanning, telephone answering and other general administrative tasks. Obtaining, checking and processing ID and letters of authority.

Up to £29,000 a year

Respond to internal and external queries, including those from DWP and HMRC. Participating in volunteering events is encouraged with paid volunteer days…

Strong knowledge of pensions, investments and financial planning products. Knowledge of Quilter products and processes. Cash flow modelling (where appropriate).

21 hours ago

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

7 days ago

Own and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain…

£40,000 a year

5 days ago