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Wealth Practice Administrator & Client Advisory

Job in Sevenoaks, Kent County, TN13, England, UK
Listing for: Citrus Financial Management Ltd
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Practice Administrator & Client Advisory Support
A financial services company in Sevenoaks seeks a motivated Technical Administrator with a Level 4 Diploma in Financial Planning. The role involves supporting Financial Advisers and managing client administration tasks such as research and preparation of reports. Ideal candidates will have experience in a Wealth Practice and possess strong technical knowledge. Salary offered is up to £40,000, with incentives and professional development opportunities.
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