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Displaying 1-2 of 2 jobs
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Posted 12 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
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Posted today by Cathcart Technology
You will need to be a commutable distance from either their Glasgow or Edinburgh office as they require you to be in the office at least 2 days per week. However, they do have really inviting and modern offices which makes it all worthwhile! They do have some really strong benefits … more
