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Displaying 1-2 of 2 jobs
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Posted today 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 Brandon James
Working on a broad variety of projects, typically from £10k - £10m, across the Commercial, Retail, Office, Industrial and Hotel sectors. The firm have continued to go from strength to strength and have a strong high-end, premium client base and secured pipeline for the next few years. As a … more
