Senior Financial Services Coordinator
4 weeks ago
CleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners and clients, ensuring seamless delivery of our services.
Key Responsibilities- Manage client queries efficiently, ensuring that only those requiring advice are passed to the Financial Planner.
- Record and monitor annual review dates, ensuring that all meetings are booked and prepared for in good time.
- Manage the Financial Planner's diary, ensuring that all meetings are scheduled and clients are provided with necessary information and paperwork.
- Keep the Financial Planner and client updated on the progress of outstanding cases and deal with any technical queries.
- Proactively review investment portfolios and platform accounts, ensuring that all are in order and any necessary work is carried out.
- Ensure accurate data capture and entry onto the back office system.
- Regularly check data, fill gaps, and amend errors where necessary.
- Ensure policy and platform account records are checked and updated upon receipt of product provider correspondence.
- Monitor policy records to ensure accurate valuations can be produced when required.
- Record all client activity on the back office system to maintain an accurate audit trail.
- You will have financial services industry knowledge, experience, and qualifications.
- Your writing and computing skills will be excellent.
- Support for ongoing professional and career development.
- DIS
- 25 days holidays + bank holidays increasing with service.
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Senior Financial Services Coordinator
3 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners and clients, ensuring seamless delivery of our services.Key ResponsibilitiesManage client queries...
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Senior Financial Services Coordinator
3 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners and clients, ensuring seamless delivery of our services.Key ResponsibilitiesManage client queries...
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Senior Financial Services Coordinator
3 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. In this role, you will be responsible for providing exceptional support to our Financial Planner, ensuring seamless client interactions, and maintaining accurate records.Key ResponsibilitiesManage client queries...
-
Senior Financial Services Coordinator
3 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. In this role, you will be responsible for providing exceptional support to our Financial Planner, ensuring seamless client interactions, and maintaining accurate records.Key ResponsibilitiesManage client queries...
-
Senior Financial Services Coordinator
2 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients, ensuring that their financial needs are met and exceeded.Key ResponsibilitiesManage client...
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Senior Financial Services Coordinator
1 month ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients, ensuring that their financial needs are met and exceeded.Key ResponsibilitiesManage client...
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Senior Financial Services Coordinator
2 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients, ensuring that their financial needs are met and exceeded.Key ResponsibilitiesManage client...
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Senior Financial Services Coordinator
2 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout CleverHRWe are a leading provider of independent financial advice, established for over 30 years. Our team of experts provides guidance on pension and investment matters, directly authorised by the FCA. We work with a diverse range of clients, including private individuals, business owners, and families.Job SummaryWe are seeking a highly skilled and...
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Senior Financial Services Coordinator
2 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners and clients, ensuring seamless delivery of our services.Key ResponsibilitiesManage client queries...
-
Senior Financial Services Coordinator
2 weeks ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners and clients, ensuring seamless delivery of our services.Key ResponsibilitiesManage client queries...
-
Senior Financial Services Coordinator
1 month ago
Weston-super-Mare, North Somerset, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our Financial Planners in delivering high-quality advice to our clients.Key ResponsibilitiesManage client...
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Financial Director
3 weeks ago
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Financial Director
4 weeks ago
Weston-super-Mare, North Somerset, United Kingdom Change Recruitment Services Ltd Full timeFinance Manager Job DescriptionChange Recruitment Services Ltd is seeking a highly skilled Finance Manager to join their team. As a key member of the senior management level, you will be responsible for the financial reporting and strategic development of the business.Key Responsibilities:Financial Reporting: Prepare and present weekly financial reports and...
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Weston-super-Mare, North Somerset, United Kingdom Change Recruitment Services Ltd Full timeJob Title: Finance ManagerChange Recruitment Services Limited is delighted to be working with a specialist manufacturing business based in Weston-super-Mare to recruit a commercially focussed Finance Manager. This is a key role within the senior management team, responsible for the site's financial reporting and offering strategic and budgetary support.Key...
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Financial Manager
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Weston-super-Mare, North Somerset, United Kingdom Change Recruitment Services Ltd Full timeJob Title: Finance ManagerChange Recruitment Services Limited is delighted to be working with a specialist manufacturing business based in Weston-super-Mare to recruit a commercially focussed Finance Manager. This is a key role within the senior management team, responsible for the site's financial reporting and offering strategic and budgetary support.Key...
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