MICHAEL MILNE WEALTH MANAGEMENT  Salary

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CHARLTON HOUSE 32 HIGH STREET CULLOMPTON EX15 1AE
TIN: 06903333
 Finance and Insurance
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MICHAEL MILNE WEALTH MANAGEMENT
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MICHAEL MILNE WEALTH MANAGEMENT is looking for employees for positions:

practice manager

  • practice manager

Working hours

  • part-time

Responsibility

  • maintaining accurate and up-to-date client information and IDs across all systems
  • monitoring turnover / pipeline and addressing any issues of delays
  • overseeing and managing the submission of all client applications and new business and ensuring the end-to-end business process is managed and tracked efficiently