Entry Level Client Services Associate, Financial Planning

Cranleigh Personnel is seeking a Trainee Client Services Associate in Woking, with time split between Woking and London. Salary £25,000 – £30,000 depending on experience.

You will learn from experienced professionals within a Chartered and award‑winning financial planning business. The role involves supporting Advisers, Administrators and clients, with a strong focus on learning the fundamentals of financial planning.

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