About this role
Client Services Manager/ Trainee Paraplanner at OneDome. Location: Southampton, ., United Kingdom. Role: processing applications, updating records, preparing reports Requirements: Dual role in client services administration and trainee paraplanning; CRM management, processing applications, LOAs, reports, and development. Category: Finance and Accounting Seniority: Entry Level Tools: CRM (XPLAN), DocuSign Commitment: Full Time Workplace: Hybrid Languages: English