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Financial Planning Coordinator

Job in Bath, Somerset County, BA1, England, UK
Listing for: GREAT-MANS LTD
Part Time position
Listed on 2026-01-14
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Financial Planning Coordinator – Flexible Hours
A financial advisory firm in Bath is seeking a dedicated Financial Planning Administrator to provide exceptional administrative support to advisers and clients. The role is essential for ensuring smooth operational processes. Key responsibilities include handling client inquiries, liaising with advisers, managing documentation in the back-office system, and supporting new business submissions. Candidates should demonstrate strong organizational skills and a detail-oriented approach to deliver efficient service.
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