Financial advisory support occupations Work, Jobs in Sutton Coldfield, Wmd (with Salaries)

Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
14h
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
9d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning Administrator
Acorn to Oaks Financial Services ltd —Willenhall
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Financial services
- Free parking
- Profit sharing
Quick apply
6d
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
9d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
9d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Paraplanner (Remote)
AFH Financial Group —Bromsgrove
- Full-time
- Remote
- Training & development
- Employee discount
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Client Services Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Employee discount
Client Review Manager
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
7d
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Team management
- Training & development
- Employee discount

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financial advisory support occupations jobs near sutton coldfield, wmd

Paraplanner / Trainee Paraplanner / Administrator

Capelin Financial Management Limited -
Solihull

Quick apply

Job details

Permanent | Graduate | Full-time
£24,000 - £36,000 a year

Benefits

Financial planning services
Company pension
Private medical insurance
Life insurance

Qualifications

Financial planning
Driving Licence
Report writing
English
Analysis skills
Organisational skills
Financial services
A Level

Full job description

Are you looking to accelerate your career in financial planning this year? If so, you might be the special person keen to join our outstanding team of professional Chartered Financial Planners!

We have a proud tradition in developing talented individuals and helping them to become fully qualified career professionals. This is a fantastic opportunity to work alongside motivated, fully qualified colleagues and one where you will have a real impact to the success of our highly successful wealth management consultancy.

You will be an integral member of our client services support team. Your initial responsibility is to provide a first class paraplanning and administrative support for our clients and to your colleagues.

You will ensure that our Chartered Financial Planners are well organised, informed, and prepared to perform their client servicing duties effectively, efficiently and on time.

Experience within a professional financial services environment is essential as we are looking for your complementary skills to enhance our services to clients.

You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or even a fully qualified paraplanner looking for a senior position. We offer financial assistance and rewards for your progress in your professional examinations.

We have the commitment and flexibility to welcome you into our growing team. This is a career opportunity which is 100% office based - no lonely hybrid working. We are a busy business, please no direct approaches or agencies please.

Job Types: Full-time, Permanent, Graduate

Pay: £24,000.00-£36,000.00 per year

Benefits:

Company pension
Financial planning services
Life insurance
Private medical insurance

Application question(s):

Do you live within 30 minutes commuting time of Knowle, B93 0LY?
A brief personal statement please? e.g. describe your career ambitions? What personal skills will you bring to our team? Do you have any career plans for the next say, 5 years? What appeals to you about this role? Over 200 people applied last time we advertised - this is your opportunity to make your application stand out!

Education:

A-Level or equivalent (required)

Language:

English as your first language (required)

Licence/Certification:

Driving Licence (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in sutton coldfield, wmd

Paraplanner / Trainee Paraplanner / Administrator

Financial Services Assistant and Junior Paraplanner

Practice Administrator

Financial Administrator

Client Advisory Analyst

Financial Planning Administrator

Investment Administrator - 12 month FTC

Administrator

Client Services Administrator

Private Wealth Administrator

Wealth Management Administrator

Paraplanner (Remote)

Senior Financial Planning Administrator

Client Services Executive

Client Review Manager

Senior Advice Technician

IFA Administrator

Paraplanner

Pensions Administrator

Paraplanning Manager

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