Financial Advisory Occupations salaries in Longbridge, WMD

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved…

*Query Resolution:* Act as a reliable point of contact for routine administrative queries from clients, providers, and financial advisers.

13 days ago

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

Managing inbound and outbound telephone calls with clients, providers and internal colleagues. Confident communication skills, including a professional…

£25,000 - £28,000 a year

8 days ago

To liaise with product providers, clients, and advisers in an extremely professional manner over the telephone, face to face and in writing.

Up to £30,000 a year

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

3 days ago