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Financial planning onboarding & processing specialist

Romsey
Pure Human Resources Ltd
Financial planner
€29,000 a year
Posted: 6h ago
Offer description

Pure Human Resources Ltd is seeking a Financial Planning Processor based in Romsey, Hampshire. This full-time, permanent position offers a salary between £28k-£30k. The successful applicant will handle new client documentation, ensure compliance with FCA requirements, and maintain client records. Candidates should have prior experience in financial services, exceptional organizational skills, and proficiency in Microsoft Office. Benefits include a competitive salary, pension scheme, and support for professional qualifications.
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