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Financial Planning Administrator

  • PO160UT
  • £25,000 - £35,000 GBP / Year
  • Salary: £25,000 - £35,000

Dynamite Recruitment Solutions Ltd

We are looking for a Client Service Co-ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long-term client relationships. Key Responsibilities Act as first point of contact for client calls and enquiries Manage diaries and coordinate client review meetings Prepare client review and meeting pa…

To apply for this job please visit www.reed.co.uk.

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