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Wealth management admin & client services lead

Durham Tees Valley Airport
Perspective Financial Group Ltd
Wealth manager
€26,000 a year
Posted: 22 April
Offer description

A financial services company in Darlington is looking for a Financial Administrator to provide high-quality administrative support. This role is integral to the team, involving client correspondence, processing new business, preparing review packs, and managing the Adviser's diary. The ideal candidate should have experience in a Financial Planning firm and possess excellent communication and problem-solving skills. Benefits include 25 days of holiday, enhanced parental leave, and other perks.
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