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Client Services Manager — Financial Planning

Job in Exeter, Devon, EX2, England, UK
Listing for: Eden Rose
Full Time position
Listed on 2025-12-13
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Client Services Manager — Financial Planning )
A reputable financial planning firm in Exeter is seeking a Client Services Manager to join their team. This role involves managing client onboarding, handling investment trades, and supporting advisers in client interactions. Ideal candidates will have experience in Financial Services and strong administration skills. The position offers a salary of up to £30,000, bonuses, exam support, and excellent long-term development opportunities within a friendly, supportive environment.
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