Paraplanner salaries in Mountsorrel, LEC

A proactive attitude with strong customer service skills and good sense of initiative. Strong report writing skills with the ability to analyse complex data…

£28,000 - £35,000 a year

1 day ago

A flexible approach to work - balancing working from home, in office or with clients. Working towards the Chartered or Certified Financial Planner qualification…

Commitment to pass basic internal financial industry exams set by within 3 months of. Shopping discounts benefits portal (discounts on holiday, gym and high…

A flexible approach to work - balancing working from home, in office or with clients. As the next Financial Planning Administrator, you will work well under…

Communicate professionally with clients, advisers, and colleagues via telephone, email, and written correspondence.

£35,000 - £41,000 a year

You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally,…