Remote She Advisor jobs in Cheltenham

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  2. Client Accounting Portfolio Manager

    Posted 08/10/2024 by CMD Recruitment

    Remote job
    Salary:
    £40,000 - £49,000/annum
    Location:
    Swindon, Wiltshire (26 miles)
    Job Type:
    Permanent

    This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc. Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities. Building robust forecasting … more

    Apply Now
  3. Paraplanner

    Posted 6 days ago by Heat Recruitment Ltd

    Remote job
    Salary:
    £35,000 - £45,000/annum bonus, exams support, xmas off
    Location:
    OX28, Witney, Oxfordshire (26 miles)
    Job Type:
    Permanent

    Synonyms: Client service, adviser support, paraplanner, paraplanning, para planner, para-planning, financial planning support, private client administrator. … more

    Apply Now