planning. Retirement planning. Estate planning. Key duties and responsibilities: Assist the Financial Planner in client... to the Financial Planner, ensuring ethical client service. Maintain client relationships by keeping them informed, answering...
Pratap PartnershipAdviser (IFA). Chartered Financial Planner status preferred but not essential. Strong project and workflow management skills... outsourced paraplanners and manage reports. About You: Experience in retail financial services with an Independent Financial...
Pratap Partnership