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Wealth planning admin – hybrid & client-focused

Leeds
evelyn Partners
Planner
Posted: 9 March
Offer description

A leading wealth management firm in Leeds is seeking a talented individual to join their Financial Planning team. The role involves providing administrative support to Financial Planners, ensuring outstanding client satisfaction. Candidates should have administrative experience in wealth management and possess excellent communication skills, with exposure to Personal Injury/Court of Protection work being advantageous. This position offers a competitive salary, private medical insurance, and a hybrid working model after training.
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