Financial Planning Coordinator

4 weeks ago


Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time
About Halmer Recruit


We are excited to announce a new opportunity within a rapidly expanding financial services firm. This role is integral to the client support team and offers a diverse range of responsibilities.

This position entails:

  • Overseeing various client cases to ensure effective financial planning processes.
  • Providing exceptional support to clients throughout their financial journey.
  • Collaborating with team members to enhance service delivery and client satisfaction.

We are looking for a detail-oriented individual who is passionate about financial services and client support.



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