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Remote Finance jobs in Roxburgh, The Scottish Borders

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Roxburgh, The Scottish Borders (up to 25 miles) £20,001 - £30,000 Show Remote jobs only Finance Clear all

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  3. Financial Planning Assistant

    Posted a week ago by Search

    Remote job
    Location:
    Edinburgh (39 miles)
    Job Type:
    Permanent

    Key Areas of Responsibility include. 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 … more

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