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Financial Planning Coordinator

Job in Wells, Somerset County, BA5, England, UK
Listing for: Old Mill
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A dynamic financial services company in Wells seeks an experienced Administrator to join their Financial Planning Team. You will play a key role in client record management, compliance, and preparing documentation for meetings. The ideal candidate has a strong background in financial administration, excellent organizational skills, and the ability to communicate effectively with clients. This position offers opportunities for professional growth and a supportive work environment.
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