Financial Advisory Support Occupations salaries in Poling, WSX

Respond professionally to client enquiries by telephone and email. A strong understanding of pensions, investments and protection products.

From £35,000 a year

11 hours ago

Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant…

£35,000 - £45,000 a year

2 days ago

With training and support from friendly, experienced colleagues, youll build on your existing financial services/planning experience .

This is a client-facing role that provides crucial support to advisers while ensuring smooth processing of new business and ongoing client administration.

£27,000 - £35,000 a year

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

Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Experience liaising with clients and trustees.