This role will provide administration and technical support to the different areas of the Financial Planning Team, with a level of technical knowledge, demonstrated by progress towards industry qualifications.
Responsibilities
Prepare quotes and illustrations where appropriate.
Prepare client valuations.
Review external suitability reports, providing constructive feedback where appropriate
Assess the
Interested in this role You can find all the relevant information in the description below.
Please click on the apply button to read the full job description
Interested in this role You can find all the relevant information in the description below.
Please click on the apply button to read the full job description
