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Displaying 1-2 of 2 jobs
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Posted 4 hours ago by Search
Using Intelligent Office to record client information. Ensuring tasks are added, updated and monitored on IO. Preparing pre meeting packs for new clients. Preparing client engagement letters with Financial Planners. Working with Financial Planner's to facilitate an complete Annual Reviews. … more
Posted 3 days ago by Able Bridge Recruitment Ltd
Our client will be expecting the successful applicant to be based in the office on a blended working model, the model that we are working with is 80% in the office and 20% working at home, however this may change and you may be expected to work more often in the office. If … more
