Financial Planning Coordinator
TQR
Full-time
On-site
England
£30,000 - £30,000 GBP yearly
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, administer client files, and coordinate effectively with product providers.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Key Responsibilities will include: Develop meaningful relationships with clients. Accurately input and maintain client information ...
JBLK1_UKTJ
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, administer client files, and coordinate effectively with product providers.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Key Responsibilities will include: Develop meaningful relationships with clients. Accurately input and maintain client information ...
JBLK1_UKTJ