2 jobs in Sambourne
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- 19 February 2026
- Pinnacle Financial Planning - B96 6EW
- £35,000 to £40,000 per year
- On-site only
- Permanent
- Full time
• Reporting to the Paraplanning Team Supervisor. • You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports. • You will be required to prepare suitability reports for ...
Business Support Administrator
- 19 February 2026
- Pinnacle Financial Planning - B96 6EW
- £27,000 to £30,000 per year
- On-site only
- Permanent
- Full time
• Use of Pinnacle’s back-office system, Intelligent Office (IO), Word, Excel, Outlook. • Ideally have experience of working with Platforms, especially Quilter, Standard Life Wrap (Abrdn) and Standard Life Elevate. • To process new and existing business and ...
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