Client Relationship & Advisory Coordinator Paraplanning Growth Harman

Client Relationship & Advisory Coordinator Paraplanning Growth Harman

25 Oct
|
Bentley Recruitment
|
Harman

25 Oct

Bentley Recruitment

Harman

Bentley Recruitment is seeking an experienced CRM/CSO to support financial advisers, manage client relationships and oversee advice implementation. Join a boutique practice with scope to develop paraplanning skills and take on greater technical responsibilities over time.

The role combines client services with technical advisory work, coordinating meetings, reviews and documentation. Versatile working arrangements and ongoing career development are available, with salary reviews as
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📌 Client Relationship & Advisory Coordinator Paraplanning Growth Harman
🏢 Bentley Recruitment
📍 Harman

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