Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes.
Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated.
You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems.
THE COMPANY: We are currently working with a leading e-commerce business, based in Droitwich, who are looking to recruit an experienced Paid Media Specialist to join their team.
This is an excellent opportunity to join a rapidly growing business, that are a market leader in their field.
Posted by Macildowie Recruitment and Retention • £30K/yr to £38K/yr
Up to £38,000
Are you passionate about Customer Relationship Management and looking to make a meaningful impact to a dynamic marketing team?
Macildowie are pleased to be working exclusively with a Health and Wellness brand to find their next CRM Executive to continue with their growth plans.