About The Role Planner Location: Colchester Contract: Permanent Salary: dependent on experience and skills... to ensure the infrastructures longevity and effectiveness. What you will be doing as our Planner? Effective Planning...
but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently... with only those requiring advice being passed to the Financial Planner Record annual review dates on the back office system and monitor...
IDEX Consulting