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Client services & financial planning assistant - flexible

Newcastle
Bentley Recruitment
Posted: 12 June
Offer description

Bentley Recruitment is seeking a Client Services Officer to join their financial advisory firm in Newcastle. This role involves working closely with Financial Advisers to ensure high-quality client outcomes, focusing on documentation preparation, compliance, and client servicing.

The ideal candidate will have relevant experience and skills in financial planning processes, with opportunities for ongoing training and development to enhance their career in a supportive team environment.

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