Financial Planning Case Manager
|
CAP Resourcing LTD
Winchester SO21 1LD
You will play a key role in supporting a group of highly qualified Financial Planning Directors dealing with high net worth clients. This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals. |
View salary & More Info |
|
5 hours ago
|
|