Hybrid Financial Planning Admin & Client Services

NatWest Group is seeking a Financial Planning Centre Assistant to provide essential administration for new financial planning business. You will interpret suitability letters and client forms to ensure accurate processing, handling queries and supporting service delivery.

The role blends home-working with one day per week in the Bristol office, within a fast-paced, collaborative team. The ideal candidate has broad financial services knowledge, excellent client communication, and a willingness to

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