Financial Planner salaries in Pontefract, WYK

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.

Build and maintain strong client relationships through regular communication, responding to enquiries in a timely and professional manner, and providing…

1 day ago

At least 3 years of work experience at Paraplanner level or higher. Professional Communication Skills – able to communicate in a professional manner (both…

£40,000 - £50,000 a year

Completion of annual suitability review letters in a timely and accurate manner. Strong working knowledge of Microsoft Office products, specifically Excel, Word…

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products.