The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice in York which provides a highly personalised financial planning and investment management service. Key Responsibilities Preparing new business and client review packs for client meetings Assisting with the production of accurate client portfolio valuations using Intelligent Office Completing ongoing servicing requests […]
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Key threats and opportunities to growth in 2022, with Brooks Macdonald​IFA Magazine – for today’s discerning financial and investment professional.
Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners.
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