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Admin Assistant
Our client is looking for an individual who is looking to start a career in financial services or would like to assist in their expanding administration team. The role requires…
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Financial Planning Administrator
An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the…
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Financial Planning Administrator
An excellent opportunity has arisen for a Financial Planning Administrator to work for our client in their growing team. They are looking for an experienced IFA Administrator who prides themselves…
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Financial Consultant
Experienced Financial Consultant required for a well-established, successful and prestigious Chartered Financial Planning firm in Surrey £50,000+, earning potential of £100k+ Attractive Benefits package Job Description: Taking over an existing…
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Financial Planning Support
Our client is looking for a Financial Planning support required for a prestigious fee-based firm, offering an outstanding service to UHNW Clients. Based in Farnham £25,000 – £35,000 Monday to…
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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