Cumbria Chamber MD is seeking a Financial Planning Assistant in Dumfries to support the Financial Services Team. Responsibilities include assisting with compliance tasks, arranging client meetings, managing documentation, and maintaining client communication. The ideal candidate will have 3-5 years of relevant experience, advanced skills in Excel and Word, and strong attention to detail. A Level 4 diploma in financial planning is preferred. This role may require travel between offices. A commitment to high standards and professional integrity is essential.
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