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Financial planning admin: precision & stakeholder support

Aberdeen
Ledingham Chalmers LLP
Financial planner
Posted: 27 April
The role
A financial services firm in Aberdeen is looking for a reliable financial planning administrator. This role involves processing transactions, maintaining client records, and ensuring compliance while delivering excellent customer service. The ideal candidate is detail-oriented, organised, and effective at working independently or as part of a team. Proficiency in Intelligent Office and Microsoft Office, along with knowledge of financial services products, is preferred. Interested candidates can send their CV to the HR team.
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