Paraplanner / financial services administrator
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- Posted:
- Proposals: 5
- Remote
- #1858079
- Expired
Description
Experience Level: Intermediate
I need someone to help with an overflow of cases, involving collating data regarding clients investments and pensions, completing critical yield calculations, illustrations and suitability letter and packaging any other documentation. other admin cases relating to advice through my St James's place practice.
Lewis B.
0% (0)Projects Completed
1
Freelancers worked with
1
Projects awarded
0%
Last project
27 Jun 2017
United Kingdom
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