Financial Planning Coordinator

3 weeks ago


Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full time
About the Role

We are looking for a highly organized Financial Planning Coordinator to join our team at Equals One Ltd.

In this role, you will be responsible for managing client files, processing paperwork, and maintaining accurate records to support financial planning processes.

You will also act as the first point of contact for clients, addressing queries, and ensuring they receive exceptional service at every stage.

This is an excellent opportunity to build a thriving career in the financial services industry.

We offer a supportive and forward-thinking environment where your contributions matter, sponsorship for financial services qualifications, and a fulfilling dynamic role.

Estimated salary for this position is £25,000 - £30,000 + benefits.

This role involves working in a hybrid environment, with 3 days office/2 home-based provision for IT equipment.



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