Business Services Coordinator

5 months ago


Whiteley, United Kingdom Eight Wealth Management Ltd Full time

Being part of Eight, is like being part of a big family. We are an exciting and dynamic team, on a mission to be our best; for ourselves, each other, and of course, our clients. By joining Eight, you will want to share in our RESPECT values. We demonstrate these through what we call the 3Bs: Building Relationships, Being Responsible. Being Amazing

The main role of the Business Services Coordinator is primarily to carry out a fully administrative role in relation to the submission and processing of all new and replacement business.

Some of the tasks will include:

- the preparation of client meeting packs;
- manage and monitor business submissions;
- preparation of trust paperwork;
- maintain accurate business records;
- offer support to financial advisers and client executives;
- creation of suitability letters for drawdown review business;
- collate client pension and investment information;
- preparation and submission of withdrawals for existing investment and retirement accounts.

You will also build relationships with both internal and external parties, and be able to provide excellent customer service for all clients.

This is a busy role, so you must be pro-active, be great at organising your work and time, have a great ‘can-do’ attitude. You must be an excellent communicator and team player. We also embrace the use of technology; so, you must be willing to engage in new developments when they arise, along with having excellent IT knowledge in MS Office products. Training will be given in all our systems, all we ask for, is a positive attitude towards learning new things

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- Private medical insurance
- Sick pay
- Transport links
- Work from home

Schedule:

- Monday to Friday

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Whiteley, PO15 7AF



  • Whiteley, United Kingdom Eight Wealth Management Ltd Full time

    **Business Services Coordinator** **£24,000 - £26,000** **Eight Wealth Management - Whiteley** **The main role of the trainee Paraplanner is to ensure the ongoing reviews are generated for our Advisors and processed correctly in a timely manner. The role will include**: - Collating client information while helping maintain an excellent compliance...

  • Business Coordinator

    3 weeks ago


    Whiteley, Hampshire, United Kingdom Safran Helicopter Engines Full time

    Job DescriptionAt Safran Helicopter Engines, we are seeking a highly skilled Business Coordinator to join our team. As a key member of our maintenance centre, you will be responsible for ensuring the smooth operation of our facilities and equipment.Key ResponsibilitiesInspect maintenance centre areas and highlight any anomalies to the team.Monitor special...


  • Whiteley, Hampshire, United Kingdom CSG Full time

    Job Summary:Cleansing Service Group (CSG) is seeking a highly skilled Customer Service Administrator to join our National Accounts Helpdesk team. As a key member of our team, you will be responsible for providing exceptional customer service, managing customer relationships, and ensuring timely and accurate invoicing.Key Responsibilities:Confirming prices of...


  • Whiteley, Hampshire, United Kingdom CSG Full time

    Job Summary:We are seeking a highly skilled and organized Customer Service Administrator to join our National Accounts Helpdesk team. The successful candidate will be responsible for providing exceptional customer service, managing customer relationships, and ensuring timely and accurate invoicing.Key Responsibilities:Working closely with the Helpdesk...

  • Business Coordinator

    4 weeks ago


    Whiteley, United Kingdom Safran Helicopter Engines Full time

    Job Description What's special about us? Safran Helicopter Engines are the world's leading manufacturer of rotorcraft turbines and the only one dedicated exclusively to this market. Our UK facility is the European Maintenance Centre Hub for the SHE Group, performing level 1 to level 3 maintenance and repairs on complex helicopter engine components....


  • Whiteley, Hampshire, United Kingdom CSG Full time

    Job Summary:CSG is seeking a highly organized and detail-oriented Customer Service Coordinator to join our National Accounts team. As a key member of our team, you will be responsible for providing exceptional customer service, managing customer relationships, and ensuring timely and accurate invoicing.Key Responsibilities:Provide excellent customer service...

  • Project Coordinator

    3 days ago


    Whiteley, United Kingdom CV-Library Full time

    Project Coordinator £28k-£32k Basic Salary + Pension Location - Whiteley, Hampshire Alecto Recruitment are proud to be working with an ever-expanding renewables company specialising in Solar PV, Battery Storage and EV charging systems across the UK! They are currently looking for a Project Coordinator to join the team in Whiteley. Job...

  • Project Coordinator

    5 months ago


    Whiteley, United Kingdom Specsavers Full time

    **Up to £38,000 plus bonus & benefits** We offer two bonuses (personal performance paid quarterly and company performance paid annually) with private healthcare and dental cover and a generous pension scheme. **Team purpose**: Specsavers is here to **change lives through better sight and hearing** by delivering outstanding value, being loved by every...


  • Whiteley, Hampshire, United Kingdom Safran Helicopter Engines Full time

    Job SummarySafran Helicopter Engines is seeking a skilled Maintenance and Logistics Coordinator to join our team. In this role, you will be responsible for ensuring the smooth operation of our maintenance centre, including off-site maintenance support, tool calibration, and logistics coordination.Key Responsibilities• Inspect maintenance centre areas and...

  • Marketing Coordinator

    5 months ago


    Whiteley, United Kingdom Navy Army Air-Force Institute (NAAFI) Full time

    *Marketing Coordinator - *Sala : *£25,228.00 *Location *Whiteley - areham *Hours: - 9 hours/week Are - u an experience - nd enthusiastic Ma - ting Coo dinator w - is looking for t next caree - ove? Do you want to work fo - Not-For-Profit organisation who es back to the British A d Forces? NAAFI are looking for a dynami c, proactive and passionate...


  • Whiteley, United Kingdom CV-Library Full time

    I am recruiting on behalf of a medium sized independently owned housing developer based within in Hampshire. Staff retention is at its best and reputation is very strong. They have an incredibly healthy land bank and have secured 5 new sites that will be starting across 2024. Now is the time to join them, as they continue to be a success in a tough market....


  • Whiteley, Hampshire, United Kingdom Crux Careers Full time

    Job Title: Property Transaction CoordinatorJob Summary:We are seeking a highly organized and efficient Property Transaction Coordinator to join our team at Crux Careers. As a Property Transaction Coordinator, you will be responsible for managing property sales transactions from start to finish, ensuring timely and smooth completion.Key Responsibilities:Build...


  • Whiteley, Hampshire, United Kingdom AllPoints Fibre Full time

    Job Title: Fibre Order CoordinatorJob Description:The Fibre Order Coordinator plays a crucial role in the APFN order management team, ensuring the smooth delivery of Fibre orders from point of order to full delivery of the circuits and handover to billing. This involves maintaining open communication with suppliers and partners at all stages of the order...


  • Whiteley, Hampshire, United Kingdom Crux Careers Full time

    Job Title: Property Transaction CoordinatorJob Summary:We are seeking a highly organized and efficient Property Transaction Coordinator to join our team at Crux Careers. As a Property Transaction Coordinator, you will be responsible for managing property sales transactions from start to finish, ensuring timely completion and exceptional client...


  • Whiteley, Hampshire, United Kingdom Crux Careers Full time

    Job Title: Property Transaction CoordinatorCompany Overview:Crux Careers is a leading recruitment agency specializing in placing top talent in the property and real estate industry. Our client is an award-winning property marketplace that is revolutionizing the way people buy and sell homes. They are seeking a highly motivated and organized Property...


  • Whiteley, Hampshire, United Kingdom Crux Careers Full time

    Unlock Your Potential in Property SalesAt Crux Careers, we are seeking a highly motivated and charismatic individual to join our team as a Property Sales Coordinator. This exciting role offers the opportunity to work with a forward-thinking company that is revolutionizing the property industry. We are looking for someone who is passionate about delivering...


  • Whiteley, Hampshire, United Kingdom Safran Helicopter Engines Full time

    Job SummaryWe are seeking a highly skilled Aerospace Maintenance Coordinator to join our team at Safran Helicopter Engines. As a key member of our maintenance team, you will be responsible for ensuring the smooth operation of our maintenance centre, including the management of tools, consumables, and lifting equipment.Key ResponsibilitiesManage the...


  • Whiteley, Hampshire, United Kingdom CSG Full time

    Role OverviewCleansing Service Group (CSG) is seeking a dedicated and results-driven Customer Service Administrator to join our National Accounts Helpdesk team. As a key member of our team, you will be responsible for providing exceptional customer service, confirming job prices, and ensuring timely invoicing.Key ResponsibilitiesWorking closely with the...

  • Solutions Coordinator

    5 months ago


    Whiteley, United Kingdom Gattaca Plc Full time

    **Explore a Career at Gattaca: Solutions Coordinator Needed**: **Position Overview: Solutions Coordinator**: We are looking for a Solutions Coordinator to join the dynamic team at Gattaca. In this pivotal role, you'll be joining one of our expert teams to provide coordination support to a number of our key clients. This role is a fantastic opportunity for...


  • Whiteley, Hampshire, United Kingdom Specsavers Full time

    Job Family Support Office | Job Category Technology / ITAs a Data and Performance Coordinator at Specsavers, you will play a key role in ensuring the accuracy and efficiency of our data systems. With a salary of up to £28,000 and a bonus structure, you will have the opportunity to grow your career while enjoying private healthcare and dental cover.Our...