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Financial planning admin & client experience specialist

Glasgow (Glasgow City)
Armstrong Watson LLP
Financial planner
€24,000 a year
Posted: 27 April
Offer description

A leading accountancy firm based in Glasgow seeks a Financial Planning Assistant to provide administrative support to Financial Planning Consultants. Responsibilities include maintaining client records on Xplan, responding to queries, and liaising with providers. Ideal candidates have strong communication skills, are organized, and are comfortable in fast-paced environments. A competitive salary and a comprehensive benefits package will be offered, including a pension scheme, annual leave, and health plan.
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