Financial Advisory Support Occupations salaries in Worthing, WSX

Respond professionally to client enquiries by telephone and email. A strong understanding of pensions, investments and protection products.

From £35,000 a year

5 hours ago

With training and support from friendly, experienced colleagues, youll build on your existing financial services/planning experience .

This is a client-facing role that provides crucial support to advisers while ensuring smooth processing of new business and ongoing client administration.

£27,000 - £35,000 a year

Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant…

£35,000 - £45,000 a year

2 days ago

Prepare client cash flow reports, using our cash flow modelling software. Ensure the planners, and clients, are updated regularly and in a timely manner…

Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Experience liaising with clients and trustees.