Taylor Made Financial Planning is seeking a Client Review Coordinator to join the Service Delivery team. The role focuses on timely delivery of the client annual review process and delivering excellent customer experience.
The position is permanent (non-advisory), full time (35 hrs/week) with hybrid working after training. You will coordinate from prep to post-review activities, maintaining records and handling invoicing and client onboarding.
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Client Review Coordinator - Hybrid & Detail‑Oriented in Stockbridge employer: Taylor Made Financial Planning
At TMFP, we pride ourselves on being an excellent employer, offering a structured three-year development pathway for our Finance and Facilities Assistant role that not only fosters professional growth but also encourages a collaborative and inclusive work culture. Our competitive compensation package, generous benefits, and commitment to work-life balance, including hybrid working options, make us an attractive choice for those seeking meaningful and rewarding employment in the heart of Claygate and Stockbridge.
Contact Details:
Taylor Made Financial Planning Recruitment Team
