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Elite client delivery associate for wealth planners

Chester
Succession Wealth
Wealth planner
€35,000 a year
Posted: 12h ago
Offer description

A leading financial services firm in Chester is seeking a Client Support Specialist to work closely with Wealth Planners. This role involves managing client records, supporting client meetings, and ensuring effective communication between clients and Planners. Candidates should have at least 3 years of financial services administration experience and appropriate qualifications. The position offers hybrid working arrangements and competitive salary along with various benefits including annual leave and professional development support.
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