MM WEALTH LTD in Cambridge seeks a Financial Planning Administrator, also known as Client Experience Executive, to support Clients, Directors, and Financial Planners. The role involves maintaining client records, coordinating meetings, and managing documentation. Ideal candidates will possess strong communication and organizational skills. Experience with MS Office and the Intelliflo system is essential. The role demands a proactive attitude, with a focus on compliance. Competitive salary and professional development opportunities are provided.
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