Senior Practice Support Specialist
Posted yesterday by St. James's Place Wealth Management
- Salary:
- £28,000 - £30,000/annum
- Location:
- BH23, Christchurch, Dorset (181 miles)
- Job Type:
- Permanent
Managing the full client review meeting process from end to end. New and transfer business submissions. Preparation of ongoing advice reports and ISA suitability reports. Creation of individualised Client reports including analysis of investment performance. Completion of annual … more