Financial Planning Assistant
Posted yesterday by Lime People Search & Select Ltd
- Salary:
- £23,000 - £29,000/annum £23-29k + bens
- Location:
- Leeds, West Yorkshire (8 miles)
- Job Type:
- Permanent
Ensure accurate completion of compliance requirements. Respond to client queries; • Maintaining client records on XPlan. Liaise with life offices and providers. Ensure the administrative requirements are completed for the Client Review Process. Contribute to new business development. … more