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Wealth management client delivery lead

Salisbury
Successionwealth
Wealth manager
Posted: 18h ago
Offer description

A leading wealth management firm in Salisbury is looking for a Financial Services Administrator to support Wealth Planners in managing high net worth clients. The role includes liaising with policy providers, processing applications, and ensuring client data accuracy. Ideal candidates will have experience in financial services and strong organizational skills. This position offers a competitive salary and excellent benefits in a hybrid working environment.
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