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Account Manager
Our client is looking for an Account Manager to be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical…
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Pensions Admin
£45,000 + Basic salary Study support provided Accountancy qualifications fully paid for. Private Healthcare after probationary period Some parking (first come first served) Death in service x 4 basic salary…
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Financial Planning Administrator
£30,000 Based in Guildford 28 days holiday Flexible working after probation (1-2 days from home) Discretionary bonus (has been 4-10%) Death in service Income Protection Free parking on site Overview:…
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Trainee Insurance Executive
£20,500 + regular pay raises and bonuses Based in Dorking Contributory Pension 22 days holiday increasing a day a year for each two-year service up to a maximum of 25….
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Financial Services
Do you fancy a lucrative career in Financial Services? Financial services can offer the best of both worlds including the opportunity to earn a high salary whilst obtaining professional qualifications.
You could choose to specialise in one of the following;
- Financial Advisor
- Mortgage Advisor / Underwriter
- Paraplanner / Sales Support
- Pensions Administrator
Different responsibilities will apply to each job, but to give you a brief overview;
- Providing people with financial and mortgage advice
- Researching the whole of the market, to find the best options for your clients
- Deciding if people are eligible for mortgages and loans
- Sales progression and administration
- Administering pension schemes
What you’ll need to get there
- Good commercial acumen
- Excellent communication skills
- The ability to explain complex financial options clearly
- Qualifications are essential in advisory roles but they change regularly, so check the FCA website for updates