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Client delivery lead — wealth planning support

Belfast
Permanent
Succession Wealth
Planner
€35,000 a year
Posted: 8 December
Offer description

A leading financial planning firm in Belfast seeks a Client Delivery Lead to join their team. The role involves administrative support for Wealth Planners, processing applications, and maintaining client databases. Candidates should have experience in financial services and possess strong communication and organizational skills. This position offers a hybrid working model with various employee benefits. #J-18808-Ljbffr

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