Average Financial Services salary in Warwickshire

Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1301) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but are not limited to: Working closely with the consultants to support and ensure clients’ needs are metPreparation work for client meetings (including coordination of work required by other team members where applicable)Attending clients’ meetings, taking of meeting notes (on/off site)Coordinating action points from meetings and completing work requiredResponsible for communication with clients (phone calls/emails etc.)Researching and collation of information in relation to advice being given to clientsLiaising with insurance companies on client queriesRequesting illustrations required in respect of new and existing businessProcessing of new business and ensuring any administration work completed is compliant and completed within the procedures and policiesUpdating client records and ensuring that the systems, electronic folders and paper files are in good orderParticipation in projects which may require your assistance from time to time The successful applicant will: Have some level of experience of working within financial servicesPossess an understanding of financial services and SSAS/SIPP pension schemes but not essential.Have excellent customer service skills and attention to detailBe able to proactively manage client affairs in a prompt and efficient mannerHave excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levelsHave an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environmentBe honest and resilient, with the ability to resolve issues sooner rather than later Benefits Package In addition to excellent career progression - with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Share incentive plan Group pension Life assurance Income protection Health cash plan Plus a choice of voluntary benefits - It is flexible so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Book Provided Coventry YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the UK. THE ROLE Financial AdvisorLeads and clients providedAdvising clients locally where you live in the countryConduct fact find meetings with new and existing clientsPrepare sound financial plans to ensure clients meet their financial goalsWork from homeBack-office support BENEFITS Basic Salary£50,000 - £75,000OTE: £100,000+Un-capped bonusPension, DIS, holiday and other benefits WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 Qualified Financial Advisor.2 years minimum experience as a Financial Advisor.Experience in offering holistic financial advice.Proven track record of success and achievements.Experience in managing and retaining a client book.Ability to generate new business opportunities.You may already have a client book and seeking a superior proposition. NEXT STEPS Click on the apply button and remember to attach a copy of your CV. Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk

Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Book Provided Rugby YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the UK. THE ROLE Financial AdvisorLeads and clients providedAdvising clients locally where you live in the countryConduct fact find meetings with new and existing clientsPrepare sound financial plans to ensure clients meet their financial goalsWork from homeBack-office support BENEFITS Basic Salary£50,000 - £75,000OTE: £100,000+Un-capped bonusPension, DIS, holiday and other benefits WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 Qualified Financial Advisor.2 years minimum experience as a Financial Advisor.Experience in offering holistic financial advice.Proven track record of success and achievements.Experience in managing and retaining a client book.Ability to generate new business opportunities.You may already have a client book and seeking a superior proposition. NEXT STEPS Click on the apply button and remember to attach a copy of your CV. Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk