Financial Advisor salaries in Paulton, SOM

Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and…

£60,000 - £100,000 a year

Previous experience in financial services administration, sales or education roles (essential). Excellent presentation and sales skills.

£50,000 a year

Liaise with external advisors including auditors, tax specialists, and banks. Key leadership role with direct access to the Managing Director.

£65,000 - £75,000 a year

13 days ago

Handle correspondence, emails, and phone calls promptly and professionally. Collaborate with accountants or financial advisors as needed.

Part‑ or fully‑qualified accountant (ACA / ACCA / CIMA). Support tax information preparation for auditors and advisors.

Keep customers updated with progress reports and follow-up calls. Welcome customers, listen to their requests, and handle queries with care and professionalism.

£30,098 a year

1 day ago