Financial Planning Admin Specialist - Hybrid & Client-Focused

A leading wealth management company is seeking a skilled individual to provide administrative support to their Financial Planning team in Leeds. The successful candidate will be responsible for enhancing client satisfaction by actively collaborating with Financial Planners and operational teams. Key responsibilities include processing new business, maintaining client records, and managing relationships. The ideal applicant will have at least 2 years of experience in financial services and excellent communication skills.

Offering a hybrid working model and competitive benefits, this role promises growth and development opportunities.
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