Financial advisory support occupations Work, Jobs in Rugby, War (with Salaries)

Apprentice Financial Adviser / Paraplanner (Polish Speaking)
Positive Advisers Ltd —Corby
- From £27,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
1d
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Customer service
- Financial services
- Leadership
Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
- Microsoft Office
- Financial services
Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
7d
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
4d
Junior Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
7d
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior IFA Administrator
Willday Wealth Management —Leicester
- £32,000 - £36,000 a year
- Full-time
- CRM software
- English
- Microsoft Office
- Gym membership
Quick apply
7d
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
4d
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
16h
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
16h

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Financial Services Administrator
Timeline Wealth Management Ltd —Peterborough
This is a varied administration role, which would suit a highly organised and proactive individual who is looking to gain experience & develop their role in…
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6d
Senior Financial Services Administrator
Cadent Gas —Coventry
Hybrid working between Ansty Head Office near Coventry (CV7 9JU) and home. Confidence handling complex queries and resolving issues independently.
£30,615 - £36,006 a year
10d

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financial advisory support occupations jobs near rugby, war

Apprentice Financial Adviser / Paraplanner (Polish Speaking)

Positive Advisers Ltd
Corby

Quick apply

Job details

Full-time | Apprenticeship | Fixed term contract
From £27,000 a year
1 day ago

Benefits

Free parking
Financial planning services
Company pension
Private medical insurance
On-site parking

Qualifications

Bilingual
Microsoft Word
Financial planning
Driving Licence
Microsoft Excel
Microsoft Outlook
Customer service
English
Microsoft Office
Organisational skills
Polish
Communication skills
A Level
Office experience

Full job description

Positive Advisers Ltd is a growing independent financial advice firm committed to helping individuals and families achieve their financial goals. We provide advice across pensions, investments, protection, mortgages and retirement planning, delivering a highly personalised service to our clients.

We are looking for a motivated, ambitious and professional Polish-speaking Apprentice Financial Adviser / Paraplanner to work directly alongside the firm's Director. This is an excellent opportunity for someone looking to build a long-term career in financial services while gaining a recognised industry qualification through the Level 4 Financial Planner Adviser or Paraplanner Apprenticeship (DipFA).

The Role

This is a development role designed to provide hands-on experience across all areas of financial planning. You will work closely with the Director, supporting client meetings, research, report preparation and ongoing client service whilst studying towards your professional qualification.

As your knowledge and experience grow, you will take on increasing responsibility and develop the skills required for a successful career as a Financial Adviser or Paraplanner.

Key Responsibilities

Support the Director in the preparation of financial planning reports and suitability letters.
Assist with research of pensions, investments, protection and other financial planning solutions.
Attend client meetings alongside the Director and produce accurate meeting notes.
Help maintain client records using our CRM and back-office systems.
Liaise with providers, solicitors, mortgage lenders and other third parties.
Communicate with clients in both Polish and English.
Assist with gathering client information and completing fact-finds.
Prepare documentation for new business submissions and ongoing reviews.
Monitor progress of client cases and follow up outstanding requirements.
Support the administration of the business and contribute to delivering excellent client outcomes.
Participate fully in the Level 4 Financial Planner Adviser or Paraplanner Apprenticeship programme.
Develop an understanding of FCA regulations, Consumer Duty requirements and financial planning best practice.

Person Specification Essential

Fluent spoken and written Polish and English.
Full UK driving licence with a clean driving record.
Access to your own transport or ability to travel independently for client visits.
Strong communication and interpersonal skills.
Professional, reliable and well-presented.
Good attention to detail and strong organisational skills.
Competent with Microsoft Office including Word, Excel and Outlook.
Positive attitude and willingness to learn.
Minimum educational level of A-Levels

Desirable

Previous customer service, administration or office experience.
Interest in finance, investments or financial planning.
Experience dealing with clients or professional services businesses.

What We Offer

Funded Level 4 Financial Planner Adviser or Paraplanner Apprenticeship (DipFA).
Direct mentoring and coaching from an experienced Chartered Financial Planner and business owner.
Real client exposure from the outset.
Clear career progression into Paraplanning and Financial Advice roles.
Ongoing professional development and training.
Supportive and friendly working environment.
Opportunity to build a long-term career within a growing financial advice practice.

Why Join Us?

This is not simply an administration apprenticeship. You will be working directly with the firm's Director, gaining valuable experience in real client cases and developing the technical knowledge, skills and qualifications needed to become a professional Financial Adviser or Paraplanner.

If you are ambitious, bilingual, organised and keen to build a rewarding career in financial services, we would love to hear from you.

Job Types: Full-time, Apprenticeship - 2 Year Program via Walbrook (see link below)
Schedule: Monday to Friday, occasional Saturday work
Work Location: Office based, with some client home visits and external appointments

https://www.walbrook.ac.uk/libf/professional-qualifications/banking-and-finance-apprenticeships/level-4-financial-planner-adviser-or-paraplanner-apprenticeship-dipfa-employers/

Pay: From £27,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking
Private medical insurance

Education:

A-Level or equivalent (required)

Language:

Polish & English (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in rugby, war

Apprentice Financial Adviser / Paraplanner (Polish Speaking)

Financial Services Administrator

Client Liason Administrator

Financial Services Administrator

Paraplanner

Junior Financial Services Administrator

Customer Service Administrator (TRA)

Senior Pensions Administrator

Pensions Administrator

Senior IFA Administrator

Apprentice Private Client Administrator

Senior Paraplanner

Senior IFA Administrator

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