Financial Planning Assistant
Posted 4 hours ago by Search
Remote job
- Location:
- Edinburgh (1 mile)
- 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
