She Advisor jobs in Loughborough

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  1. Estate Planner

    Posted yesterday by GCB Recruitment

    Remote job
    Salary:
    £60,000 - £70,000/annum
    Location:
    Leiceister (9 miles)
    Job Type:
    Permanent

    Regular liaising with the financial advisers in the business. Conduct meetings with new and existing clients, in person or via video conferencing. Provide clients with tailored estate planning solutions. Accurately maintain client records and manage correspondence. Handle an active caseload … more

    Apply Now
  2. We found 1 job outside your search area.

  3. Estate Planner

    Posted yesterday by GCB Recruitment

    Remote job
    Salary:
    £60,000 - £70,000/annum
    Location:
    Birmingham (35 miles)
    Job Type:
    Permanent

    Regular liaising with the financial advisers in the business. Conduct meetings with new and existing clients, in person or via video conferencing. Provide clients with tailored estate planning solutions. Accurately maintain client records and manage correspondence. Handle an active caseload … more

    Apply Now