Financial Planning Assistant: Path to Financial Planner - Norwich - Alan Boswell Group

    Alan Boswell Group
    Alan Boswell Group Norwich

    1 week ago

    Description

    A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies.

    The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills.

    This opportunity allows for career development towards becoming a Financial Planner or deepening knowledge in Financial Services. A relevant qualification is desired or expected to be pursued.
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