Financial Advisory Support Occupations salaries in Steyning, WSX

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

From £35,000 a year

19 hours ago

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold…

14 days ago

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

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

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

Prepare client cash flow reports, using our cash flow modelling software. Ensure the planners, and clients, are updated regularly and in a timely manner…