Financial Planner salaries in Ockham, SRY

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

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

2 hours ago

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

Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing…

£45,000 a year

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

The Trainee Wealth Manager role begins with learning how to generate activity and create inbound and outbound leads within the specific areas of financial…

2 days ago