Financial Planner salaries in Wokingham, BRK

Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…

As a colleague here at Evelyn Partners, you will have access to benefits that include: Strong knowledge of financial products such as ISAs, SIPPs, Pensions,…

8 days ago

Comfortable managing multiple priorities in a fast-paced setting, you have strong attention to detail and take pride in delivering a high standard of…

9 days ago

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

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

Handling incoming correspondence, emails and telephone enquiries. Liaising with clients, providers and third parties in a professional and timely manner.

Up to £25,625 a year