Overview
Location:Onsite only – Leeds
Job Type:Full time and Permanent
Salary:£30,000 (flexible)
Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance
Role Overview
This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and updating the CRM.
Key Responsibilities
Suitabili…
This job was originally posted as: https://click.appcast.io/track/l4fgx3n?cs=pek&exch=23&jg=7ch8&bid=UOCo5LZqOOUiitW5dc7P2Q==&ob=XG6OHSglJ1O0u1qmrySriw==&cat=hl