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

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
1d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
Trainee Financial Advisor
Humboldt Financial —London
- £37,500 - £45,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Work from home
Quick apply
3d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
Private Client Director
Fisher Investments Europe —London
- Full-time
- Sales
- Annual leave
- Employee assistance programme
Wealth Manager
Moneyfarm —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
Quick apply
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Experienced Personal Assistant (PA) – Mortgage & Financial Services
Custom Mortgages & Finance —Windsor
- £18,200 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
4d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
9d
Independent Financial Adviser
Price Ferguson Limited —Guildford
- Up to £70,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Sales
- English
- Finance
Quick apply
Associate Wealth Adviser
Apollo Private Wealth —London
- £32,000 - £35,000 a year
- Remote
- Banking
- Time management
Quick apply
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
Client Service Executive
TrinityBridge —London
- IT
- Financial services
- Communication skills

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

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

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
1 day ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in datchet, brk

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

IFA Administrator

IFA Administrative Assistant

Trainee Financial Advisor

Associate Financial Advisor - Hybrid

Paraplanner

Wealth Administrator

Private Client Director

Wealth Manager

Client Servicing Assistant

Experienced Personal Assistant (PA) – Mortgage & Financial Services

Financial Planning Administrator

Administrator/Paraplanner/Trainee Paraplanner

Paraplanner

Financial Planning Administrator

Independent Financial Adviser

Entry-Level Financial Advisor

Associate Wealth Adviser

Trainee/Junior Financial Planner

Client Service Executive

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

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