Wealth Management Client Services Specialist

Huddersfield Source: WhatJobs
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Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join the Client Services team, supporting Financial Planners and Paraplanners to deliver a first-class service to clients, handling onboarding, administration and ongoing servicing in a fast-paced environment.

This role offers an excellent opportunity to build a long-term career within financial planning, working with experienced professionals, developing technical knowledge and qualifications, and being

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