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Client experience lead & paraplanning specialist

West Bromwich
Goodmans Financial Planning Ltd
Posted: 22h ago
Offer description

A Chartered Financial Planning firm in the UK seeks a Client Support role to assist Financial Planners in delivering exceptional client service. The role involves maintaining relationships, preparing reports, and ensuring compliance with FCA regulations. Ideal candidates will have strong communication and analytical skills, preferably with experience in financial planning or relevant qualifications. This is a full-time position offering opportunities for growth within a collaborative environment.
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