Estate Planner
Posted 2 days ago by GCB Recruitment
Remote job
- Salary:
- £60,000 - £70,000/annum
- Location:
- Bedford (25 miles)
- Job Type:
- Permanent
Regular liaising with the financial advisers in the business. Conduct meetings with new and existing clients, in person or via video conferencing. Provide clients with tailored estate planning solutions. Accurately maintain client records and manage correspondence. Handle an active caseload … more
