Plan Advisor jobs in North West

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ESTATE PLANNING ADVISOR

Conduct pre-qualified appointments predominantly with local home visits and via video conference if requested. Offer qualified and expert advice on Will Writing, Trusts & LPAs, managing each case from inception to a satisfactory c...

CompanyHexagon Life Planning Services Ltd
AddressManchester, Greater Manchester
CategoryBanking
Job typeN/A
Date Posted 2 months ago See detail

Estate Planning Advisor

Hexagon Life Planning Services Ltd

Manchester, Greater Manchester

Conduct pre-qualified appointments predominantly with local home visits and via video conference if requested. Offer qualified and expert advice on Will Writing, Trusts & LPAs, managing each case from inception to a satisfactory c...

Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified

Efinancialcareers

Lancashire, England

Competitive salary

The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchesteroffice. The Training & Competence Advisor will undertake file reviews to m...