Wealth Management Associate jobs in Lincolnshire, England
Now available 3 results are consistent
Sort by:relevance - date
ADMINISTRATOR - WEALTH MANAGEMENT
Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...
| Company | North Oak Recruitment |
|---|---|
| Address | Kirton in Lindsey, Lincolnshire |
| Category | Administrative |
| Salary | £21,000 - £25,000/annum plus benefits |
| Job type | Contract |
| Date Posted | 2 weeks ago See detail |
Administrator - Wealth Management
North Oak Recruitment
Kirton in Lindsey, Lincolnshire
£21,000 - £25,000/annum plus benefits
Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...
2 weeks ago seen See more...
Administrator - Wealth Management
North Oak Recruitment Ltd
Lincolnshire, England
Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...
3 weeks ago seen See more...
Practice Manager (Wealth Planning)
Cranleigh Personnel
Lincoln, Lincolnshire
£35,000 - £45,000 Annual
You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals. To maintain strict confidentiality in relation to the work undertaken and ensure t...
4 weeks ago seen See more...
- View all Cranleigh Personnel jobs - jobs in Lincoln
Account 
More