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Hybrid client support team lead - financial planning

Corsham
Ellis James Partners Limited
Financial planner
€37,500 a year
Posted: 15 June
Offer description

Ellis James Partners Limited is seeking a Client & Adviser Support Team Leader for their hybrid office in Corsham. You will lead the financial planning administration team that supports Wealth Consultants by ensuring all servicing, new business, and meeting preparations are handled effectively.

The ideal candidate will have strong leadership skills, exceptional organizational abilities, and experience in managing priorities in a regulated environment. A background in financial planning is beneficial but not essential.

This full-time role offers flexibility and requires a full UK driving licence.

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