Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team.The role will involve:Undertake valuations for advisers Calculate any balancing fees Prepare files for client meetings Completion of post client review tasks The successful candidate will have:At least 12 months experience working with an IFA or Wealth...
Price now:
From
to
Lorraine
Accountancy
£100.00pw
Owner
Accountancy
£100.00pw
George
Accountancy
£180.00pw
General |
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Cooper Lomaz Recruitment Ltd |
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Posted |
13 days ago |
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description |
Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team. |
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location |
Cambridgeshire |