Financial Services Coordinator
21 hours ago
Lime People Search & Select Ltd is seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our financial advisory firm, you will provide expert support to our Financial Advisers and contribute to the success of our clients.
Key Responsibilities:- Process new business transactions, including investments, pensions, mortgages, and life policies.
- Conduct valuations and provide quotes using exchange and platforms.
- Deliver exceptional client service, handling switches, rebalances, withdrawals, and policy enquiries.
- Manage telephone and reception duties, as well as general administrative tasks.
- Support the team with handling post and typing.
- Proven experience in Financial Services Administration, preferably in a Financial Advisory firm.
- Excellent organizational and communication skills, with the ability to prioritize tasks and meet deadlines.
- Strong attention to detail and ability to work methodically.
- Familiarity with Intelliflow, Selectapension, Trigold, Assureweb, and platforms such as Abrdn, Aviva, and Aegon is advantageous.
We are looking for a highly organized and detail-oriented individual who can provide exceptional support to our team. If you have a passion for financial planning and a desire to work in a dynamic and supportive environment, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
4 days ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeJob Title: Financial Services AdministratorJob Type: Full-timeCompany: Lime People Search & Select LtdAbout the Role:We are seeking an experienced Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a Financial Services Administrator, you will be responsible for providing administrative support to our Financial Advisers,...
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Financial Services Coordinator
4 days ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeJob Title: Financial Services AdministratorJob Type: Full-timeCompany: Lime People Search & Select LtdAbout the Role:We are seeking an experienced Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a Financial Services Administrator, you will be responsible for providing administrative support to our Financial Advisers,...
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Financial Services Coordinator
7 days ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking an experienced Financial Services Administrator to join our team in Chester. Our client is a leading Chartered Independent Financial Advisory firm with a passion for financial planning and providing expert, impartial financial advice.We are looking for a highly organized and methodical individual to support our team...
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Financial Services Coordinator
7 days ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking an experienced Financial Services Administrator to join our team in Chester. Our client is a leading Chartered Independent Financial Advisory firm with a passion for financial planning and providing expert, impartial financial advice.We are looking for a highly organized and methodical individual to support our team...
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Financial Services Coordinator
1 day ago
Chester, Cheshire, United Kingdom NMS Recruit Full timeJob OpportunityAccounts Assistant - ChesterAbout the Role:NMS Recruit is partnering with a respected Financial Services firm in Chester to find a skilled Accounts Assistant. This is a full-time position for a strategic financial professional.Key Benefits:Competitive salary range: £25,000 - £30,000 per annumOngoing professional development and training...
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Financial Services Coordinator
23 hours ago
Chester, Cheshire, United Kingdom NMS Recruit Full timeJob OpportunityAccounts Assistant - ChesterAbout the Role:NMS Recruit is partnering with a respected Financial Services firm in Chester to find a skilled Accounts Assistant. This is a full-time position for a strategic financial professional.Key Benefits:Competitive salary range: £25,000 - £30,000 per annumOngoing professional development and training...
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Financial Services Coordinator
6 days ago
Chester, Cheshire, United Kingdom Recruit UK Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK. As a Client Service Executive, you will play a crucial role in providing exceptional support to our advisers and clients.Key Responsibilities:Process new business transactions from start to finish, ensuring seamless client...
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Financial Services Coordinator
5 days ago
Chester, Cheshire, United Kingdom Recruit UK Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK. As a Client Service Executive, you will play a crucial role in providing exceptional support to our advisers and clients.Key Responsibilities:Process new business transactions from start to finish, ensuring seamless client...
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Financial Services Coordinator
2 days ago
Chester, Cheshire, United Kingdom Recruit UK Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK. As a Client Service Executive, you will play a crucial role in providing exceptional support to our advisers and clients.Key Responsibilities:Process new business transactions from start to finish, ensuring seamless client...
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Financial Services Coordinator
2 days ago
Chester, Cheshire, United Kingdom Recruit UK Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK. As a Client Service Executive, you will play a crucial role in providing exceptional support to our advisers and clients.Key Responsibilities:Process new business transactions from start to finish, ensuring seamless client...
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Personal Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeCompany Overview: Lime People Search & Select Ltd is a reputable firm specializing in financial advisory services, dedicated to delivering tailored financial solutions for clients. Position Summary: We are currently in search of a skilled Personal Financial Services Coordinator to enhance our team. This role is pivotal in supporting our Financial Advisers in...
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Financial Operations Coordinator
3 days ago
Chester, Cheshire, United Kingdom Hickory's Smokehouse Full timeFinancial Operations CoordinatorAbout Hickory's SmokehouseHickory's Smokehouse is a rapidly growing company in the food industry, known for its high-quality products and excellent customer service. We are seeking a highly motivated and organized Financial Operations Coordinator to join our team.Key ResponsibilitiesManage the company's accounts payable...
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Financial Operations Coordinator
3 days ago
Chester, Cheshire, United Kingdom Hickory's Smokehouse Full timeFinancial Operations CoordinatorAbout Hickory's SmokehouseHickory's Smokehouse is a rapidly growing company in the food industry, known for its high-quality products and excellent customer service. We are seeking a highly motivated and organized Financial Operations Coordinator to join our team.Key ResponsibilitiesManage the company's accounts payable...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Widener University Full timeWidener University is actively seeking a Student Accounts Liaison within the Office of the Bursar/Enrollment Services. Reporting directly to the Associate Bursar, this position plays a crucial role in assisting all University students and staff with transactions related to Financial Aid, Bursar, Registrar, and One Card services. The Student Accounts Liaison...
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Financial Planning Coordinator
7 days ago
Chester, Cheshire, United Kingdom Ferguson Dean Full timeAbout Ferguson DeanFerguson Dean is a leading regional Wealth Management firm dedicated to providing exceptional financial services to high net worth individuals. Our team is committed to delivering personalized advice and tailored solutions to meet the unique needs of our clients.Job SummaryWe are seeking a skilled Paraplanner to join our technical team. As...
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Financial Planning Coordinator
1 week ago
Chester, Cheshire, United Kingdom Ferguson Dean Full timeAbout Ferguson DeanFerguson Dean is a leading regional Wealth Management firm dedicated to providing exceptional financial services to high net worth individuals. Our team is committed to delivering personalized advice and tailored solutions to meet the unique needs of our clients.Job SummaryWe are seeking a skilled Paraplanner to join our technical team. As...
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Experienced Financial Services Coordinator
4 days ago
Chester, Cheshire, United Kingdom Jobit Full timeFinancial Administrator Role at JobitAbout the JobWe are seeking a skilled Financial Administrator to join our team at Jobit, a reputable financial services company. As a Financial Administrator, you will play a crucial role in managing client accounts, processing new business, and handling enquiries.Key ResponsibilitiesClient Account ManagementProcess new...
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Experienced Financial Services Coordinator
4 days ago
Chester, Cheshire, United Kingdom Jobit Full timeFinancial Administrator Role at JobitAbout the JobWe are seeking a skilled Financial Administrator to join our team at Jobit, a reputable financial services company. As a Financial Administrator, you will play a crucial role in managing client accounts, processing new business, and handling enquiries.Key ResponsibilitiesClient Account ManagementProcess new...
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Client Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Schroders Full timeClient Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Financial Advisors. This pivotal role will focus on assisting our Financial Advisors in providing exceptional service and guidance to our clients. About Us At Schroders, we are committed to delivering innovative solutions that encompass...
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Client Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Schroders Full timeClient Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing tailored solutions that encompass regulatory,...