Financial Advisory Occupations salaries in Smethwick, WMD

Liaising with both internal and external stakeholders by telephone, letter, and e-mail. Working alongside the Private Wealth Operations Manager, Client…

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

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

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

1 day ago

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

£25,000 - £28,000 a year

6 days ago

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both…