Financial advisory occupations Work, Jobs in Burnham, Brk (with Salaries)

Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
8d
Financial Advisor
AFH Wealth Management Cookham —Maidenhead
- £50,000.00 - £98,160.52 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
Quick apply
3d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
11d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
5d
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Sales
- English
- Finance
Quick apply
Financial Administrator
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Senior Whisky Consultant
MacInnes Whisky —London
- £30,000 - £150,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Organisational skills
- Work from home
- Referral programme
Quick apply
3d
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Business Admin Assistant
Eight Financial Advice —Marlow
- £28,000 - £29,000 a year
- Full-time
- Hybrid work
- Computer literacy
- No experience needed
- Data entry
- Employee assistance programme
Quick apply
5d
Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Quick apply

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Financial Planning Administrator

Amber River SFIA
Maidenhead

Quick apply

Job details

Full-time
£25,000 - £28,000 a year

Benefits

Additional leave
Financial planning services
Annual leave
Company pension
Company events
Enhanced maternity leave

Qualifications

Data entry

Full job description

Purpose of the role

To provide high-level technical and administrative support to financial advisers and their clients, ensuring the delivery of accurate, timely, and compliant advice.

Responsibilities

Ensuring the telephone is answered promptly and all client contact is carried out in a professional and courteous way.
Keeping all client records up-to-date and accurately maintained, utilising business process guides and checklists to ensure procedures are always followed.
Sorting and allocation of post, updating CURO.
Completing AML checks, following company procedures for alerts.
Sending and processing of ATR questionnaires.
Preparing and issuing client fee invoices.
Preparing meetings packs to support advisers.
Submission and processing LOA and COAs with providers.
Submission of new business applications to providers and lenders, ensuring case progression is maintained within appropriate timeframes, updating Curo with all progression contact information and updates documented throughout the journey.
Managing new business processing, including setting up recommendations in CURO.
Updating CURO with all policy transactions and changes.
Completion of new business checks and ensuring all documentation is accurate.
Supporting advisers in in the completion of complex client-facing documents (e.g., provider forms).
Booking client annual review meetings on behalf of advisers
Performing review meeting systems checks along with updating plan information and running validation reports.
Preparation of annual review reports, including valuations, amendments where required and issuing reports to clients within service standard timeframes.
Diligently processing fund switches, money movements and withdrawals, maintaining clear audit trail of transactions, ensuring CURO is updated with all policy transactions and changes.
Assisting with lead enquiry management, triage, and scheduling client meetings.
Recording daily time spent within tasks on CURO and completion of timesheet for independent work undertaken outside of CURO.
Dealing with ad-hoc tasks, provider or client queries to meet the business needs.
Ensuring the central inbox tasks are maintained daily without delay, and no tasks remain within inboxes beyond 48 hours.
Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.

Skills and Experience Required

Excellent interpersonal skills and professional demeanour, able to converse with clients in a courteous and professional manner.
Working with CRM or back-office systems (e.g., CURO or similar platforms).
Accurate data entry and record-keeping.
Understanding of compliance requirements under FCA regulations.
Following documented business processes and checklists.
Strong attention to detail.
Ability to multitask and manage time effectively.
Ability to communicate well both in writing and verbally.

This is a progressive role and would suit anyone with an aptitude for learning and development. We support progression towards Level 4 Diploma in Regulated Financial Planning and onward career development towards roles in Operations, Compliance, Investment Management or Advice for those looking for career pathways.

Who We Are

Here at Amber River SFIA we provide quality independent financial advice to our valued clients across the UK.

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Our advisers aim to build lasting relationships with clients and our support teams are an essential part of this journey. We assist clients in achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way. Our Maidenhead head office serves as a base for the administrative and technical departments that provide support to both advisers and clients. Our team is proud of the client relationships we've helped to build and maintain over the years.

What We Offer

Competitive salary
Generous annual leave entitlement
Company pension scheme to help you plan for the future
Regular company social events to build connection
Learning and development opportunities to accelerate your career growth

Applications
We are an equal opportunities employer and welcome applications from people of all backgrounds, identities, and experiences. If you need reasonable adjustments at any stage of the recruitment process, please let us know. Candidates are selected on merit based on skills, experience, and potential.

If you would like to join our friendly and supportive team, we'd love to hear from you.

Pay: £25,000.00-£28,000.00 per year

Benefits:

Additional leave
Company pension
Enhanced maternity leave
Financial planning services

Ability to commute/relocate:

Maidenhead SL6 8LT: reliably commute or plan to relocate before starting work (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in burnham, brk

Financial Planning Administrator

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Financial Advisor

Financial Planning Administrator

IFA Administrator

Associate Financial Advisor - Hybrid

Trainee Wealth Manager

Entry-Level Financial Advisor

Financial Administrator

Financial Services Administrator

Financial Administrator (Home Counties)

Senior Whisky Consultant

Trainee Financial Adviser

Business Admin Assistant

Paraplanner

Financial Planner - Surrey

Client Servicing Assistant

Trainee/Junior Financial Planner

Financial Planning Associate

Partner Financial Planning

I want to receive the latest job alerts for financial advisory occupations in burnham, brk

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