Elite Financial Consulting Ltd near Fordingbridge, Hampshire, seeks a highly organised, technology-minded individual to support a growing advisory business. This self-employed role offers flexible hours and the opportunity to work with AI tools to streamline workflows.
You will manage email and diary, prepare client meeting documentation, liaise with providers, maintain client records, and support marketing and client communications, with occasional in-person work at the home office.
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Contact Details:
Elite Financial Consulting Ltd Recruitment Team
