Client and Operations Coordinator
Posted 4 days ago by de Lisle Financial Planning
- Salary:
- £17,333 - £20,000/annum
- Location:
- GL54, Coln Rogers, Gloucestershire (16 miles)
- Job Type:
- Permanent
Provide a friendly yet professional point of contact for clients, providers, and suppliers (by phone, email and in person. Organise existing and prospective client meetings and actively manage the Financial Planners diary and workload. Prepare client documentation in advance of client … more