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Posted today by Integro Partners
As a Paraplanner, you will play a crucial role in supporting the director and high net worth clients by preparing suitability reports, conducting technical research, and ensuring compliance with internal and legislative obligations. Key Responsibilities. Prepare suitability reports for a … more
Posted today by Aspire Recruitment
Oversee digital channels and third-party website listings, ensuring accuracy and quality. Manage the CRM strategy, ensuring segmentation, GDPR compliance, and database growth. Sales. Develop and implement a sales strategy to grow membership, maximize secondary spend, and increase … more
