Financial Advisory Support Occupations salaries in Wakefield, WYK

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

3 days ago

Request Management: Address and resolve client and adviser requests in a timely and high-quality manner, maintaining strong attention to detail.

£28,045 - £30,850 a year

5 days ago

Act as a primary point of contact for clients, handling enquiries professionally and providing timely updates. A typing speed of at least 50 words per minute.

From £28,000 a year

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

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…

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