Financial planner Work, Jobs in Weybridge (with Salaries)

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
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
9d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Paraplanner
TrinityBridge —Gatwick Airport
- IT
- Communication skills
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
14d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
9d
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
6d
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
- Banking
Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Wealth Planner - Wealth Management
Barclays —London
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance
6d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
6h

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IFA Administrative Assistant

Fleet Street Wealth
London

Quick apply

Job details

Full-time
Up to £28,000 a year

Benefits

Company pension

Qualifications

GCSE
Administrative experience
Phone etiquette

Full job description

Up to £28,000 starting salary with the opportunity to join our Graduate Trainee Programme.

Fleet Street Wealth is one key providers of financial advice to the barrister community. We now seek to recruit an administrative assistant to largely assist our administration team in what is likely to be your first role after full time education.

If successful, you will then have an opportunity to progress through both our Administration and Technical departments. Thereafter having the opportunity of being signed off as a fully qualified chartered financial planner. Alternatively, the Graduate Trainee can forge a career as a highly technical and analytical senior Paraplanner.

You will have the flexibility of working from home and the office. A minimum of 3 days is expected in the office after passing your probation period.

You will love this job if you:

Would like to begin a career in financial planning with the aim of joining our graduate training programme
Keen to learn and be mentored
Have a passion for understanding client needs and always delivering a first class service
Take initiative whilst being flexible, enthusiastic and enjoy being part of a sociable team
Take ownership of your own workload, an eye for detail, multitask and work under pressure
Enjoy autonomy and having your opinions both heard and acted upon

What you will do:

Assisting our administration team and general back office duties, for example:

Learn all firm processes and our ‘client journey’ as well as all compliance requirements
Receiving and dealing with income post
Filing and data cleansing
Sending letter of authorities/agency changes as well as chasing for information
Keeping our back-office (Xplan and Papercloud) system up to date
Gathering up-to-date information and assisting with pre- and post-client review meetings
Obtaining updates on client applications
Checking validity (with referenced time frames) of internal compliance documents
Dealing with client queries or internal projects with the assistance of the relevant departments

Essential experience required for this role (if you do not meet this, please do not apply as we will not get in contact)

A minimum of B in Maths and English at GCSE (or equivalent)
A minimum of 2:1 in a relevant subject (e.g. Maths, Finance, Economics) if you want the opportunity to join the Graduate Trainee Programme
Excellent prioritisation skills to meet, if not exceed, deadlines
The ability to manage expectations of all staff and clients

The offer:

Basic annual salary will be dependent on experience – up to £28,000
Normal working hours: 9am – 5.30pm (Friday finish at 5pm) with a 1-hour lunch break
Holiday allowance of 23 days, increasing annually and capped 30 days (historically, the office also closes for 2 weeks at Christmas at the discretion of management)
Opportunity to join Graduate Training Programme
Employer pension contribution of 5% with salary sacrifice option
Annual discretionary bonus (May) based upon company profits and individual performance
Charitable Corporate support with 2 days going towards the same for each staff member
Death in Service
Income Protection

Job Types: Full-time, Permanent

Pay: Up to £28,000.00 per year

Application question(s):

Do you have a relevant degree that will allow your joining onto the Graduate Training Programme with a 2:1 or above?

Work Location: Hybrid remote in London WC1V 7PB

Quick apply

Refine Your Search

financial planner jobs in weybridge

IFA Administrative Assistant

Financial Planner - Surrey

Financial Planning Administrator

Trainee/Junior Financial Planner

Client Servicing Assistant

Paraplanner

Financial Planning Associate

Paraplanner

Head of Paraplanning

Technical Administrator

Wealth Planner

Wealth Adviser

IFA Administrator

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)

Trainee Wealth Planner

Paraplanner

Senior Wealth Planner - Wealth Management

Wealth Planner - Wealth Management

Financial Advisor - Life & Inheritance Tax

Wealth Paraplanner

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