Relationship & Financial Planning Coordinator
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-25
Listing for:
Hartsfield Financial Services Limited
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Hartsfield Financial Services Limited in Wiltshire is seeking a Relationship Manager to join our Box-based team. You will coordinate between clients, paraplanners and financial planners to deliver exceptional service and manage end-to-end financial planning processes for both new and existing clients.
You will act as the first point of contact for client queries, manage onboarding on Insight, and ensure reports, agreements and invoices are prepared and chased where necessary.
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