Senior Financial Services Coordinator
4 days ago
Key Responsibilities:
- Conducting in-depth financial analysis and research to develop tailored planning recommendations.
- Reviewing and managing client portfolios to ensure optimal performance.
- Collaborating with Financial Planners in client meetings to foster client relationships and provide exceptional service.
Requirements:
- A strong background in financial planning.
- Excellent analytical and communication skills.
- The ability to work effectively in a team environment.
What We Offer:
- A highly competitive salary of £45,000 per annum.
- Flexible working arrangements, including hybrid working options.
- The opportunity to work with a reputable financial advisory firm in Oxfordshire.
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