Financial Services Coordinator
8 hours ago
We are seeking a skilled Paraplanner to join our team at Uniting People. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial and tax planning services to our clients.
Key Responsibilities:- Interpret data and obtain information to support the development of personalized financial plans.
- Research and analyze products, including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, and IHT Income.
- Manage documents and stay up-to-date with industry regulations and compliance requirements.
- Utilize various platforms to research, collate data, and create detailed case reports.
- Prepare valuations and applications to financial institutions.
- Qualifications in a relevant field.
- Ability to work with various platforms, including IO, Dynamic Planner, FE Analytics, and Voyant Pension Switch.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
We offer a competitive salary and hybrid working arrangement. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
8 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Uniting People. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services to our clients.Key Responsibilities:Provide...
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Financial Services Coordinator
7 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Uniting People. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services to our clients.Key Responsibilities:Provide...
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Financial Services Coordinator
1 day ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleUniting People is seeking a highly organized and detail-oriented Financial Administrator to join our team. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services to our clients.Key Responsibilities:Provide administrative...
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Financial Services Coordinator
24 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleUniting People is seeking a highly organized and detail-oriented Financial Administrator to join our team. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services to our clients.Key Responsibilities:Provide administrative...
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Financial Services Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleUniting People is seeking a highly skilled Financial Administrator to support our Financial Adviser in providing comprehensive financial planning services to our clients.Key Responsibilities:Provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.Liaise with...
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Financial Services Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleUniting People is seeking a highly skilled Financial Administrator to support our Financial Adviser in providing comprehensive financial planning services to our clients.Key Responsibilities:Provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.Liaise with...
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Financial Services Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Ad Warrior Full timeAbout Ad WarriorAd Warrior is a dynamic and forward-thinking company that specializes in financial planning and administration. We are committed to delivering exceptional customer service and providing a supportive and inclusive work environment for our team members.The RoleWe are seeking an experienced Financial Services Administrator to join our team. As a...
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Financial Operations Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom IronMarket Talent Full timeAccounts Assistant RoleAbout the RoleWe are seeking a detail-oriented and organized Accounts Assistant to join our Finance team. As an Accounts Assistant, you will be responsible for maintaining and administering the purchase ledger, coordinating purchase ledger processes, and posting purchase invoices.Key ResponsibilitiesMaintain and administer the purchase...
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Financial Operations Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom IronMarket Talent Full timeAccounts Assistant RoleAbout the RoleWe are seeking a detail-oriented and organized Accounts Assistant to join our Finance team. As an Accounts Assistant, you will be responsible for maintaining and administering the purchase ledger, coordinating purchase ledger processes, and posting purchase invoices.Key ResponsibilitiesMaintain and administer the purchase...
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Financial Transactions Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Page Personnel Finance Full timeJob SummaryWe are seeking a highly skilled Purchase Ledger Clerk to join our team at Page Personnel Finance. As a key member of our financial operations team, you will be responsible for managing the purchase ledger, ensuring accurate and timely processing of financial transactions.Key Responsibilities:Financial Transaction Processing: Input invoices onto...
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Financial Operations Manager
30 minutes ago
Newcastle under Lyme, Staffordshire, United Kingdom Recruitment Robin Ltd Full time £50,000Financial Controller Job OpportunityWe are seeking an experienced Financial Controller to join our team at Recruitment Robin Ltd, a leading education recruitment services provider in Newcastle-Under-Lyme. As a Financial Controller, you will play a key role in ensuring the financial health and compliance of our company, contributing to its growth and...
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Financial Assistant
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom IronMarket Talent Full timeFinancial Assistant Opportunity at IronMarket TalentAbout the RoleWe are seeking a detail-orientated Financial Assistant to join our team at IronMarket Talent. As a key member of our Finance department, you will be responsible for all aspects of financial administration, including purchase and sales ledger duties, credit control, and managing incoming client...
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Sales Coordinator for Repair Services
1 month ago
Newcastle under Lyme, Staffordshire, United Kingdom Radwell International Full timeJoin Our Team as a Repair Sales & Service Coordinator Are you eager to elevate your career in Customer Service? Do you aspire to thrive in a company that is expanding globally? We are currently seeking a Repair Sales & Service Coordinator to enhance our dynamic Customer Service team. What We Offer At Radwell, we are dedicated to rewarding and investing in...
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Financial Transaction Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Page Personnel Finance Full timePurchase Ledger Clerk OpportunityWe are seeking a highly skilled Purchase Ledger Clerk to join our team at Page Personnel Finance. This role will offer a salary up to £26,000 depending on experience, as well as a comprehensive benefits package.Key Responsibilities:Process and reconcile invoices on the purchase ledgerVerify invoice details for accuracy and...
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Financial Transaction Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Page Personnel Finance Full timePurchase Ledger Clerk OpportunityWe are seeking a highly skilled Purchase Ledger Clerk to join our team at Page Personnel Finance. This role will offer a salary up to £26,000 depending on experience, as well as a comprehensive benefits package.Key Responsibilities:Process and reconcile invoices on the purchase ledgerVerify invoice details for accuracy and...
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Financial Transaction Coordinator
5 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Page Personnel Finance Full timePurchase Ledger Clerk OpportunityWe are seeking a highly skilled Purchase Ledger Clerk to join our team at Page Personnel Finance. This role will offer a salary up to £26,000 depending on experience, as well as a comprehensive benefits package.Key Responsibilities:Process and reconcile invoices, ensuring accuracy and completenessManage supplier...
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Financial Transaction Coordinator
5 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Page Personnel Finance Full timePurchase Ledger Clerk OpportunityWe are seeking a highly skilled Purchase Ledger Clerk to join our team at Page Personnel Finance. This role will offer a salary up to £26,000 depending on experience, as well as a comprehensive benefits package.Key Responsibilities:Process and reconcile invoices, ensuring accuracy and completenessManage supplier...
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Administrative Coordinator
1 month ago
Newcastle under Lyme, Staffordshire, United Kingdom KPI Recruiting Ltd Full timeOffice AdministratorLocation: Newcastle-Under-LymeContract Duration: 6 monthsWorking Hours: Monday – Friday, 9am – 5pmCompensation: Competitive hourly ratePrimary ResponsibilitiesOverseeing company communications, including managing phone calls, emails, letters, and packagesCoordinating meetings and arranging appointments for team membersExecuting data...
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Theatre Reservations Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Nuffield Health Full timeTheatre Bookings AdministratorNuffield Health North Staffs Hospital | Administration | Permanent | Full Time |Up to £23,419.50 per annum, depending on experience37.5 hours per week Are you an organized and customer-oriented administrator with a passion for delivering exceptional service? If so, you might be the ideal candidate we are seeking. Become a part...
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Theatre Reservations Coordinator
1 month ago
Newcastle under Lyme, Staffordshire, United Kingdom Nuffield Health Full timeTheatre Bookings AdministratorNuffield Health North Staffs Hospital | Administration | Permanent | Full Time |Up to £23,419.50 per annum, depending on experience37.5 hours per week Are you an organized and customer-oriented administrator with a passion for delivering exceptional service? If so, you might be the ideal candidate we are seeking. Become a part...