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Financial Planning Assistant Supervisor @ Armstrong Watson

Penrith, England, GBOnsiteFull Time
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About this role

Financial Planning Assistant Supervisor at Armstrong Watson. Location: Penrith, England, United Kingdom. Role: Providing documentation, Ensuring compliance, Managing meetings Requirements: Experience in financial services admin; supporting financial advisors; pursuit of Certificate in Financial Planning; strong admin and customer service; diary management; good communication; IT skills; driving licence desirable. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: certificate in financial planning Commitment: Full Time Workplace: Hybrid Languages: English

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