to do, must be comfortable using software). Process new business applications. Co-ordinate Financial Planner’s diaries and arrange client... meetings. Prepare documentation for client appointments and meetings, including the production of annual planning meeting...
atomosof the Financial Services sector is beneficial Client-focused Positive, can-do attitude Excellent attention to detail... individuals, charities, and pension funds. We specialise in helping clients protect and grow their wealth by creating financial...
Brewin Dolphin