We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East.
Are you a driven and motivated Financial Planner looking for an exciting career opportunity?
In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.
Manage proforma Invoicing on weekly basis Raise and send out invoices.
Investigate unpaid proforma invoices (chase with sales staff, chase clients, send out legal letters, proceed with write offs, proceed with offsets from returns).