Company: JJ Search Ltd
Location: Manchester
Job Description:
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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Posted: May 4th, 2025