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Wealth Planning Admin

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Guildford, United Kingdom Financial Divisions Full time

A well-established Independent Financial Advisor in Godalming is seeking an experienced Financial Planning Administrator to support their advisory team. The ideal candidate will manage client financial details, conduct onboarding and AML checks, and assist in preparing necessary documentation. Prior experience in financial administration and knowledge of 'Intelligent Office' is highly beneficial. This role offers competitive compensation of up to £35k plus full study support and benefits package.
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