This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
Posted by LONG-TERM TEACHERS LIMITED • £26K/yr to £27K/yr
Are you excited by the idea of working in a fast paced environment that financially rewards success, the ability to progress quickly, and be part of building a young and rapidly growing company?
Created in 2018, this company operates in the Education sector supporting schools secure the best educators to inspire the next generation.
Since the launch, the business has been hugely successful in developing trainee and graduate consultants to become some of the best performers in the market.