04/01/2024 | Fulltime | Harrogate | CV-Library | £27,000 - £30,000 / Year And withdrawals plus other ad hoc details as required. - Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management. - Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio
Save for laterRegister your CV04/01/2024 | Fulltime | Harrogate | CV-Library | £25,000 - £35,000 / Year Analysis, detailed research of funds and providers and product recommendations for presentation to clients. - Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. - Assist with obtaining valuations, quotations and supporting
Save for laterRegister your CV