Financial Planner salaries in Westcott, SRY

Handle incoming calls and correspondence. Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.

11 hours ago

Strong technical knowledge across investments, pensions, retirement planning, protection and tax-efficient financial planning.

Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression…

£29,000 - £33,000 a year

Prepare client cash flow reports, using our cash flow modelling software. 1-2 years’ relevant work experience. Attend client meetings where appropriate.

4 days ago

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year