Jobtailor in Greater London is seeking a proactive administrator to support paraplanners and relationship managers, handling client data, onboarding, and the delivery of high-quality financial planning services.
You will build strong client relationships, coordinate meetings, and help implement advice while collaborating with internal teams. A Diploma in Regulated Financial Planning is desirable, with an emphasis on accuracy, responsiveness, and continuous improvement.
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Client-Centric Financial Planning Administrator employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
