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 organization that is seeking to enhance its client support team.

This role encompasses a diverse range of responsibilities, including:

  1. Overseeing various client cases to ensure effective financial planning processes.
  2. Providing exceptional support to clients throughout their financial journey.
  3. Collaborating with team members to streamline operations and improve service delivery.

We are looking for individuals who are detail-oriented and possess strong organizational skills to contribute to our client's success.



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