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Investment reporting admin – hybrid role

Bromsgrove
AFH Wealth Management
Reporter
Posted: 23 March
Offer description

A leading independent financial advisory firm in Bromsgrove is looking for an Investment Support Admin to focus on client reporting. This desk-based role involves generating annual valuation reports and responding to client inquiries. Candidates should have strong attention to detail, experience with Microsoft applications, and knowledge of financial products. The company offers competitive salaries, hybrid working options, and various employee benefits, including a pension scheme and professional development opportunities.
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