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ADMIN/TRAINEE PARAPLANNER
Administration-Client valuations-Booking meeting with existing clients and managing reviews-Working with Independent Financial Adviser-Doing general correspondence with clients-Photocopying, faxing,emails,filing -Liaising with experienced paraplanner on complex cases.
-Meet and greet client in office-Strong communication required ,face to face and over the phone.
Strong maths ability helpfulOther report writing, business submission, managing targets for business and deadlines...View full job description
From Jobcentre Plus
- 01 Feb 2012
-Meet and greet client in office-Strong communication required ,face to face and over the phone.
Strong maths ability helpfulOther report writing, business submission, managing targets for business and deadlines...View full job description
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