Financial Administrator / Paraplanner
Posted 2 days ago by MLT Recruitment Services
- Location:
- Ivybridge, Devon (75 miles)
- Job Type:
- Permanent
Compliance: Ensure all client interactions and documentation comply with FCA regulations and company policies. Communication: Liaise with clients to gather necessary information, answer queries, and provide updates on their financial plans. Reporting: Prepare detailed financial reports, … more