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Wealth planning administrator — client service & back‑office

West Molesey
The Grove
Planning administrator
€35,000 a year
Posted: 6 June
Offer description

The Grove, located in Molesey, is seeking an experienced Wealth Management Administrator to become a vital part of their growing financial planning team. This role involves being the primary contact for client queries related to pensions, investments, and protection products, ensuring a high standard of service for both clients and internal stakeholders.

Ideal candidates should have prior experience in a financial planning environment and possess strong analytical and communication skills. In return, the firm offers substantial benefits including 25 days' holiday, life assurance, and opportunities for career progression.

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