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Onboarding & financial planning report writer

Leeds
Permanent
Schroders Personal Wealth
Financial planner
€28,589 a year
Posted: 5 February
Offer description

A financial advisory firm in the UK is seeking a Report Writer to join its Client Services-Onboarding team. This role involves creating financial planning recommendations and ensuring compliance with regulatory standards. The ideal candidate will have strong knowledge of financial planning principles and be committed to delivering high-standard advice and service. Benefits include generous annual leave, health insurance, and a matched pension contribution. Flexible working arrangements are also supported. #J-18808-Ljbffr

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