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Client services executive - financial planning (hybrid)

Truro
PKF Francis Clark
Client services executive
Posted: 9 March
Offer description

A financial services provider in Truro is looking for a motivated Client Executive to join the Financial Planning team. The role involves providing essential support to Financial Planners and managing client queries while ensuring compliance with regulations. Ideal candidates are detail-oriented and possess strong communication skills. This position offers a competitive salary, hybrid working arrangements, and exceptional development opportunities within a collaborative team environment.
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