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Hybrid Client Onboarding Specialist

Job in Bagshot, Camberley, Surrey County, GU15, England, UK
Listing for: Recruitment Rebellion
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Location: Bagshot

A financial planning firm in Bagshot is searching for an Administrator with a focus on client onboarding. This role requires someone with exceptional organizational skills, capable of managing the entire onboarding process for new clients while ensuring a smooth and compliant experience. Ideal candidates will have a background in financial planning or strong client service skills from other sectors. The position offers a hybrid working model and a supportive environment with growth opportunities.
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