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...
atomosIFA Administrator (Study Support / 9-5) £40,000 – £50,000 + 32 Days Holiday + Stable Company + 5% Matched Pension..., which will offer you a Study Support, work balance and a great working environment? On offer is the opportunity to join a client focused...
Ernest Gordon Recruitmenton a continual basis via professional qualifications. · Assisting the financial planning administrator as needed and in...Job Information Our client has been providing independent financial advice to individual and corporate clients...
Cameron James Recruitment