Financial Planner salaries in Wakefield, WYK

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

14 days ago

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.

Confident answering and making telephone calls. This includes filtering calls, preparing for client meetings, processing new applications and all general client…

Up to £28,000 a year

7 days ago

We are looking for someone with good communication and numeracy skills, coupled with knowledge of Investment products, pensions, Investments, SIPPs and SSAS’s.

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