Financial Planning Assistant: Diploma Track to Chartered Planner

London Source: WhatJobs
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Monenti Partners in central London (WC1) is seeking a Client Executive (Financial Planning Assistant/Administrator/Graduate Trainee) to support advisers and deliver a high standard of service to high-net-worth clients.

You will receive support to become Diploma qualified, with progression toward Paraplanning and Chartered Financial Planner status as skills grow. The role offers development, competitive salary, and attractive benefits.

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