Charles James Financial Planning is seeking an on-site Adviser Support in Dronfield. This full-time role supports financial advisers by preparing client documentation, organizing files, and maintaining accurate records in line with regulatory standards.
You will schedule client appointments, respond to enquiries, and help prepare reports, letters, and meeting packs. Daily duties include updating client information in internal systems, liaising with product providers, and ensuring paperwork is
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Contact Details:
Charles James Financial Planning Recruitment Team
