Graduate Wealth Management Support to Client Relations Exec

7 days ago


Corby, United Kingdom Graduate (The) Full time

A financial planning firm in Corby is seeking a Graduate - Business Support to assist Advisors and Paraplanners. This full-time office role offers growth opportunities towards a Client Relationship Executive position with comprehensive training. Key responsibilities include client valuations, database maintenance, and meeting preparation. Degree education and strong communication skills are essential. Competitive salary of circa £25,000 and benefits such as a pension contribution and exam support are provided.
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