Financial planner Work, Jobs in Coventry, Wmd (with Salaries)

Administrator - Financial Advice
WKM Wealth Ltd —Leicester
- £26,800 - £55,000 a year
- Full-time
- English
- Administrative experience
- IT
- Life insurance
Quick apply
6d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
Financial Planner
Azets —Coventry
- Full-time
- Communication skills
- Tax experience
Quick apply
10d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior IFA Administrator
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
4d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
Trainee Paraplanner
Boolers —Enderby
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
11d
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
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Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
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Royal Bank of Canada —Birmingham
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Boolers —Enderby
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- Health & wellbeing programme
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Administrator - Financial Advice

WKM Wealth Ltd
Leicester

Quick apply

Job details

Permanent | Full-time
£26,800 - £55,000 a year
6 days ago

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

GCSE
English
Administrative experience
IT
Communication skills
A Level
Time management
Office experience

Full job description

About WKM Wealth

Our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives. We are growing, dynamic, fun and successful independent wealth management firm of financial planners and investment managers. WKM embraces the best technology to deliver financial planning, with change in mind. This allows us to engage and communicate efficiently. The current team of nine are based in a modern office at Grove Park, Leicester.

About the role

We are recruiting for an administrator. The role will be diverse due to the small team and scope of business. It will involve supporting the Directors in conducting business, client communications, and general office administration. We are looking for an individual that has at least two years worth of experience in administration within a financial advisory business.

The role has excellent benefits, including a competitive salary, 30 days holiday, pension and private medical cover amongst other benefits.

Your experience and attributes

Experience of working in an office environment is essential to understand what makes a well-functioning and enjoyable place of work for all employees. At least two years of administration experience in financial advice is also required.

The following skills would be desirable:

· Proficient IT skills – ability to use a computer and various applications

· Microsoft application knowledge

· Willingness to take initiative to ‘get things done’

· Ability to work well in small teams

Ideally, finance industry knowledge would be beneficial but a positive attitude, willingness to learn and embed yourself in the company culture and future ambitions are as important.

Strong communication skills are essential, both oral and written. You must be willing to take appropriate qualifications and have exemplary levels of integrity and discretion. Other personal attributes that would suit the role are excellent time management alongside a calm mindset with the ability to think and deliver under pressure.

Your qualifications

We expect an individual in this role to have achieved a C or above in English & Maths at GCSE and educated to at least A-level or equivalent. Relevant financial planning qualifications are desirable but not essential. We will support ongoing learning through appropriate qualifications.

How to Apply

Apply directly or send your CV to following email address, or if you would like more information about the role, please contact us at [email protected]

Job Types: Full-time, Permanent

Pay: £26,800.00-£55,000.00 per year

Benefits:

Company pension
Life insurance
Private medical insurance

Education:

GCSE or equivalent (preferred)

Experience:

Administrative: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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financial planner jobs in coventry, wmd

Administrator - Financial Advice

Senior IFA Administrator