In this role, you will be responsible for providing administration support to the Corporate Financial Planners and assist the team with duties. Striving to build stronger relationships with a bank of clients and adding value.
At Fidelius, we pride ourselves on excellent client service, we focus on Financial Planning for the future and believe that our people are the key to our success.
Please see the following link for the job description – 202503 – Corporate Client Executive (3).pdf