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Wealth Planning Admin Lead - Hybrid & 12-Month

Posted: 01/12/25
Recruiter:Successionwealth
Reference:3037777244
Type:Permanent
Salary:Competitive
Location:City, Birmingham
Description: A leading financial planning firm in Birmingham is seeking an experienced Administrator to support Wealth Planners in managing high net worth clients. The role involves processing applications, liaising with clients, and ensuring accurate client information. Ideal candidates will have experience in financial services and proficient communication skills. This position offers a competitive salary, hybrid working, and a range of benefits.

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