Remote Office jobs in Dunfermline

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  2. Financial Planning Assistant

    Posted today by Search

    Remote job
    Location:
    Edinburgh (12 miles)
    Job Type:
    Permanent

    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

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