EXLEY FINANCIAL PLANNING Salary

Reviews EXLEY FINANCIAL PLANNING Usk
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Earnings on positions in EXLEY FINANCIAL PLANNING

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EXLEY FINANCIAL PLANNING is looking for employees for positions:

administrator

Requirements

  • strong team player with a collaborative mindset
  • high level of attention to detail and accuracy
  • professional and empathetic in client interactions
  • flexible and committed to continuous development
  • attention to detail is essential
  • experience of following and applying systems and processes
  • excellent interpersonal skills, both written and verbal
  • ability to multitask, prioritise, and manage workloads independently

Responsibility

  • assist in reviewing and responding to emails
  • handle client queries via telephone and email, ensuring clear and professional communication
  • maintain accurate and compliant records of all client communications and related documentation
  • liaise with product providers to obtain quotes, illustrations, and product details
  • assist in ensuring adherence to FCA compliance standards and company policies
  • work collaboratively with us to provide seamless client support
  • provide administrative support to Financial Advisers, including processing new and existing business, preparing compliance documentation, and managing fund switches and client reviews
  • assistance with social media channels

Earnings on positions in EXLEY FINANCIAL PLANNING

Average salary in this position
Average salary in this position in the country
2080 £
3%
2139 £

National average salary

2950 £

Average salary in this company

2080 £

Graph of salary changes over time