Eight Financial Advice in Whiteley seeks a Client Case Manager to own the preparation, accuracy, and readiness of client advice following adviser meetings. You will ensure information, analysis and documentation are complete to enable efficient progression through the advice process.
You will attend client meetings with Advisers or review notes to interpret objectives and capture data, acting as first line of quality control to resolve gaps or risks.
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Hertfordshire
Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business.
St Albans, Hertfordshire
Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business. Due to further expansion…
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