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Client Support & Financial Planning Assistant

Job in Ewloe, Deeside, Flintshire, Wales, UK
Listing for: Reed
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 28000 - 32000 GBP Yearly GBP 28000.00 32000.00 YEAR
Job Description & How to Apply Below
Location: Ewloe

Reed, a respected financial planning firm in the UK, is seeking a Client Support Administrator to join a professional team in Ewloe, Wales. You will work closely with Financial Planners and the support team to deliver high-quality client service and maintain precise records throughout the client journey.

The role involves supporting advisers, preparing client documents, and liaising with providers to obtain information and illustrations.

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