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Financial Planning Coordinator
TQR
Plymouth
On-site
GBP 60,000 - 80,000
Full time
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Job summary
An established industry player is looking for a Financial Planning Coordinator to support Financial Planners in managing client interactions and files. In this vital role, you will help build strong client relationships and ensure accurate administration of client information. This position offers an exciting opportunity to contribute to a dynamic team while enhancing your skills in financial planning and client management.
Responsibilities
- Develop meaningful relationships with clients.
- Accurately input and maintain client information.
Job description
We are seeking a Financial Planning Coordinator for one of our Plymouth based clients. As a key member of the team, you will provide support to Financial Planners by managing client interactions, administering client files, and coordinating effectively with product providers.
Key Responsibilities will include:
- Develop meaningful relationships with clients.
- Accurately input and maintain client information ...
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