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Wealth Planning Admin: Client Services

2 weeks ago

Sworton Heath, United Kingdom evelyn Partners Full time

A leading financial services provider in Sworton Heath is seeking a Client Administrator to join their Financial Planning team. In this role, you will provide comprehensive administrative support to Financial Planners, manage client inquiries, and contribute to a seamless client experience. The ideal candidate will have some experience in wealth management and strong communication skills. This is a hybrid position requiring office attendance three days a week after probation.
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