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Wealth Planning Admin: Client Exec

Job in Nottingham, Nottinghamshire, NG1, England, UK
Listing for: The Progeny Group Limited
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Admin: Client Exec Support
A leading financial services firm is looking for Financial Planning Administrators to manage client relationships and provide specialized administration support. You will collaborate with Paraplanners and Financial Planners, using your financial services experience to enhance client experiences. This position offers growth opportunities and a supportive hybrid working environment, emphasizing professional development and team collaboration. Ideal candidates will have over 2 years of experience and a proactive approach to client service.
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