Financial Administrator / Paraplanner
Posted 24/09/2024 by MLT Recruitment Services
- Location:
- Ivybridge, Devon (213 miles)
- Job Type:
- Permanent
Client Support: Assist financial advisors in preparing for client meetings, including the production of reports, financial plans, and recommendations. Administration: Handle day-to-day administrative tasks such as managing client files, updating client records, and processing new business … more