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Solid understanding of platforms and back-office systems like Intelliflo.
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Experience supporting financial advisers and paraplanners in a wealth planning environment.
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A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting.
If you’re ready for a fresh challenge with a company that will invest in your personal and professional development, we’d love to hear from you!
Cranleigh Personnel
30 High Street, Burnham-on-Sea TA8 1PB
Hybrid work
Full-time
Contact Detail:
Cranleigh Personnel Recruiting Team
