Financial Advisory Support Occupations salaries in Stoneleigh, WAR

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

Confidence dealing directly with clients by phone, email and online portals. This hybrid based IFA Administrator job in Leamington Spa is ideal if you already…

£28,000 - £32,000 a year

4 days ago

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

Previous experience carrying out a similar role with a third-party administrator or in-house occupational pension scheme. Health cash plan (Level 1).

Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.

£26,000 - £30,000 a year

DipPFS (Level 4) qualified or equivalent. Minimum 2 years' Paraplanning experience within an IFA environment. Experience across a range of financial products.

Up to £38,000 a year

3 days ago