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Financial administrator - wealth planning (hybrid)

Leatherhead
Financial Divisions
Planner
€31,000 a year
Posted: 13h ago
The role

Financial Divisions in Leatherhead is seeking an experienced Financial Administrator to support two high billing advisers. The client is a boutique wealth planning firm offering financial advice across the UK and Europe.

The ideal candidate will have experience in a financial planning practice and will conduct administration for existing clients and process new business. Knowledge of pensions, investments, and tax planning is crucial. The role starts office-based with potential for flexible working.

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