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Hybrid client administrator for wealth planning

Leeds
Evelyn Partners
Planner
€30,000 a year
Posted: 9h ago
Offer description

A leading wealth management firm in Leeds is seeking an ambitious individual to join their Financial Planning team. This role requires excellent communication and organisational skills to provide comprehensive administrative support to financial planners. The candidate will be the primary contact for client enquiries, manage onboarding processes, and ensure compliance with regulatory requirements. Following a probation period, the role will shift to a hybrid working model, offering flexibility in work arrangements.
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