Financial Plan jobs in Suffolk, England
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FINANCIAL PLANNING ADMINISTRATOR
Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...
Company | Idex Consulting Ltd |
---|---|
Address | Suffolk, England |
Category | Administrative |
Job type | Permanent, full-time |
Date Posted | 2 months ago See detail |
Financial Planning Administrator
Idex Consulting Ltd
Suffolk, England
Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...
2 months ago seen See more...
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