Paraplanner
Posted 23/08/2024 by NJR Recruitment Ltd
- Salary:
- £35,000 - £40,000/annum
- Location:
- Market Harborough, Leicestershire (14 miles)
- Job Type:
- Permanent
Liaise with legal and tax advisors. Monitor client portfolios. Drafting letters of advice on behalf of the partners. Prepare file documentation prior to account opening. Act as main point of contact and deal effectively with queries. Build strong relationships with clients and … more