Financial adviser Work, Jobs in Three Rivers, Hrt (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
3d
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
5d
Junior Data Analyst
Castell Wealth Management —London
- £26,500 - £27,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Salesforce
- English
Quick apply
4d
Executive Assistant to the Artistic Director (Part-time)
Darbar Arts Culture Heritage Trust —London
- £38,000 - £42,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
5d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
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
6d
Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
11d
Senior M&A Adviser – Deal Closing (M&A Advisory – buy side)
Chelsea Corporate Limited —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Analysis skills
- Work from home
Quick apply
6d
Mortgage Administrator
PJK Associates Ltd —Camberley
- £15 - £16 an hour
- Part-time
- Customer service
- Microsoft Office
- Financial services
- Free parking
Quick apply
5d
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
Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
11d
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Trainee Mortgage Adviser
The New Homes Group —Luton
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Mortgage Administrator
Howden Group Holdings —London
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
Team Assistant
Pzena Investment Management —London
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
2d
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Associate Wealth Adviser
Apollo Private Wealth —London
- £32,000 - £35,000 a year
- Remote
- Banking
- Time management
Quick apply
Partner Relationship Associate
PortfolioMetrix —London
- From £35,000 a year
- Full-time
- Salesforce
- English
- Analysis skills
Quick apply
Paid Media Executive
Unbiased —London
- Hybrid work
- Annual leave
- Life insurance
IT Innovation Adviser
BDO —London
- Full-time
- Product management
- Agile

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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
3 days 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 adviser jobs in three rivers, hrt

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

Trainee Financial Advisor

Junior Data Analyst

Executive Assistant to the Artistic Director (Part-time)

Associate Financial Advisor - Hybrid

Financial Planning Administrator

Finance & M&A Assistant

Senior M&A Adviser – Deal Closing (M&A Advisory – buy side)

Mortgage Administrator

Independent Financial Adviser

Financial Planning Administrator

Trainee Financial Adviser

Trainee Mortgage Adviser

Mortgage Administrator

Team Assistant

Client Servicing Assistant

Associate Wealth Adviser

Partner Relationship Associate

Paid Media Executive

IT Innovation Adviser

I want to receive the latest job alerts for financial adviser in three rivers, hrt

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