Team Leader - Financial Planning Support

Job Summary

  • Benefits:

    Gym / Health Stipend, Retirement Savings, Education Assistance, Paid Holidays, Paid Time Off, Career Development

  • Location:

    Exeter, ENG, United Kingdom

  • Type:

    Full-time

  • Categories:

    Chat Support

  • Company:

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  • Summary:

    Support and coordinate the Financial Planning team, assist with workload management, maintain client service standards, and identify process improvement opportunities to enhance operational efficiency and team collaboration.

  • Job Description

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