Margetts Wealth Management is seeking an organised and proactive Office Assistant to join our team in a newly created role, supporting advisers and senior team members by taking ownership of a range of administrative responsibilities. A key part of the role is coordinating client review meetings, ensuring appointments are booked and tracked to support our regulatory requirements.
You will also assist with general administration, follow up outstanding client documentation and consult with
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Contact Details:
MARGETTS WEALTH MANAGEMENT LIMITED Recruitment Team
