client Service officer/paraplanner - remoteGrow My Team
A Day in the Life
Progressing pack production for client review meetings including calling financial service providers to ensure CRM is kept up to date. (Administration Support)
Assisting other team members when required with administration tasks and support (Administration Support)
Being available to support Paraplanners for simple clients through the Strategy Analysis service and writing limited Statements of Advice and Record of Advice (Paraplanning)
Implementing advice through the Advice and Implementation and Ongoing Partnership services (Advice Implementation)
Requirements
Minimum education level: Vocational
Years of experience: 2
Language(s): English
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes
Other Info
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