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Financial Planning Client File Manager , Financial Advice , 6M FTC



JJ Search Ltd

Manchester, Greater Manchester, North West, UK

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The Client A well-established boutique Investment Management firm The Role This role is a 6 month FTC BASED IN MANCHESTER This is a great opportunity for a Financial Planning Client File Manager to support a team of Financial Planners in managing their client cases from initiation to completion. Ensuring all client files and advice processes meet the firms top standard and FCA and Consumer Duty req...

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