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Financial planning admin - hybrid, growth & benefits

Yeovil
Old Mill
Financial planner
€30,000 a year
Posted: 27 April
Offer description

A leading financial services firm in Yeovil is seeking an experienced Administrator to join their Financial Planning Team. The role involves managing client records, ensuring compliance with financial regulations, and preparing documentation for meetings. Ideal candidates should have a background in financial services, excellent attention to detail, and strong organisational skills. The company offers a hybrid working model and generous benefits including annual leave, professional development, and employee support programs.
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