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Hybrid wealth planning administrator

Leeds
Evelyn Partners
Planning administrator
€30,000 a year
Posted: 14h ago
Offer description

Evelyn Partners seeks a talented individual to join its Financial Planning team in Leeds. This role entails providing full administrative support to Financial Planners, ensuring client satisfaction, and involves maintaining client records and managing internal systems. The position is initially full-time during training and will transition to a hybrid model. Ideal candidates should have GCSE Maths and English, along with previous experience in financial services. Benefits include competitive salary and private medical insurance.
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