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Financial Adviser jobs in Rochford

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    • We are looking for a financial administrator (well sort of, we call them client Experience Managers).
    • It involves leasing with clients, providers and internal…
    • View all TFP Financial Planning Ltd jobs - Maldon jobs - Financial Administrator jobs in Maldon
    • Salary Search: Financial Services Administrator (Technical) salaries in Maldon
    • Experience providing independent financial advice.
    • Comfortable using financial planning technology and CRM systems.
    • Previous experience in financial services, wealth management, financial planning or a client support/administration role.
    • In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients…
    • We are seeking individuals with a demonstrated track record in sales and securing new business from any sector.
    • Discounts on gym membership across the UK.
    • OTE year 2 £60k.
    • Leads: 40+ Booked appointments a month.
    • Support:* Full admin & case management support.
    • Full administrative support so you can focus on…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
  • View similar jobs with this employer
    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
  • View similar jobs with this employer
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Uncapped earning potential - meet your business aspirations.
    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • 50/50 on introduced business.
    • 75/25 on self-generated business.
    • Operate within allocated underwriting and financial authority and comply with delegated authority, audit, data protection, information security, Consumer Duty,…
    • Basic Salary £31,000 with OTE £70,000 and Car Allowance*.
    • And with your Area Mortgage Manager by your side, you’ll have all the support you need to be the best…
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    • Previous hands-on experience working as a Paraplanner within an IFA or independent financial planning environment.

People also searched:

trainee financial adviser
citizens advice
Financial Services Administrator (Technical)
TFP Financial Planning Ltd
Maldon CM9 5EP
•
Hybrid work
£28,000 - £50,000 a year
Full-time
Apply now

Job details

£28,000 - £50,000 a year
Free parking, Additional leave, Profit sharing, Company pension, Private medical insurance
Full-time
Hybrid work in 65b HIGH STREET

Full job description

We are looking for a financial administrator (well sort of, we call them client Experience Managers).

It involves leasing with clients, providers and internal team members (including financial planners and paraplanners) in order to create client files for forward planning meetings, as well as adhoc advice, administrative tasks and assisting in collating clients intimation throughout the onboarding process for new clients.

See more about this role at recruitment.tfp-fp.com

TFP Financial Planning is a small business in Maldon, CM9 5EP. We are professional, agile, innovative, and our goal is to revolutionise financial planning with a burst of energy and a dash of the extraordinary. We craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your dreams into reality. Dare to be different with us..

Our work environment includes:

  • small old office setting with modern fittings
  • Work-from-home days
  • Growth opportunities
  • Regular team socials

Job Type: Full-time

Pay: £28,000.00-£50,000.00 per year

Benefits:

  • Additional leave
  • Company pension
  • Free parking
  • Private medical insurance
  • Profit sharing

Experience:

  • Financial services: 2 years (required)

Work Location: Hybrid remote in Maldon CM9 5EP

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