Financial Planner / Mortgage Administrator.
Posted yesterday by Shero Talent Consultancy
- Salary:
- £28,000 - £35,000/annum
- Location:
- Cambridge, Cambridgeshire
- Job Type:
- Permanent
They provide wealth management, investment planning, and retirement solutions, and ensure that their clients financial journey is not just successful, but also secure and sustainable. Job Responsibilities. Client servicing. Prepare annual review meetings. Initiate reviews using CRM reminder … more