About this role
Senior Financial Planning Assistant at Charles Stanley & Co. Ltd. BU. Location: Exeter, Devon, United Kingdom. Role: preparing packs, drafting letters, recording information Requirements: Degree-level education preferred; minimum 4 years' experience in Financial Planning support; strong client service, communication, attention to detail. Category: Finance and Accounting Seniority: Senior Level Tools: Intelligent Office, Figaro, ID3 Global Commitment: Full Time Workplace: Onsite Languages: English