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Job Description & How to Apply Below
A reputable financial planning firm in Exeter seeks a Client Services Manager to enhance client relationships and support financial advisers. Successful candidates will have experience in financial services, excellent administrative skills, and a proactive attitude to engage clients effectively. The role involves managing onboarding, investment trades, and general office administration. Competitive salary of up to £30,000, plus benefits including pension contribution and performance bonuses, make this a compelling opportunity for career development.
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