Financial Planning Client Services Coordinator
2 months ago
Schroders is a leading global asset management company that provides innovative solutions to support financial advisers in their journey.
We pride ourselves on delivering high-quality support services and award-winning technology to our clients, helping them achieve their goals and aspirations.
Our Values- Client-centric approach: We put our clients' interests at the heart of our decision-making process.
- Treating Customers Fairly principles: We embed these principles in our organisation, ensuring we provide a duty of care to all clients, particularly those who may be more vulnerable.
- Provide administrative support to our financial planning advisers in all aspects of their advice process.
- Act as the primary point of contact for clients on administrative matters.
- Support the advice process, including knowledge, experience, and qualifications.
- R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.
- Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients.
- You will be a strong advocate for our values and principles.
- You will be a team player, committed to delivering excellent client outcomes and service.
- A dynamic and supportive work environment.
- Opportunities for professional development and growth.
- A commitment to diversity and inclusion, creating a workplace where everyone feels valued and respected.
-
Financial Planning Support Specialist
2 weeks ago
Londonderry, United Kingdom Schroders Full timeFinancial Planning Support SpecialistWe are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Your primary responsibility will be to provide...
-
Wealth Planning Client Support Specialist
2 months ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Client Support Specialist
2 months ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Client Support Team Leader
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Wealth Planning Client Support Team Leader
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Wealth Planning Client Support Team Leader
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Wealth Planning Client Support Team Leader
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Financial Planning Specialist
1 month ago
Londonderry, United Kingdom NFU Mutual Full timeAbout the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.Key ResponsibilitiesDeliver regulated financial advice to UK...
-
Financial Planning Specialist
1 month ago
Londonderry, United Kingdom NFU Mutual Full timeAbout the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.Key ResponsibilitiesDeliver regulated financial advice to UK...
-
Wealth Planning Client Support Team Leader
2 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Wealth Planning Client Support Team Leader
2 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Wealth Planning Client Support Administrator
3 months ago
Londonderry, United Kingdom Schroders Full timeWe are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role. This is a 12-month maternity cover position. About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support...
-
Financial Services Coordinator
4 days ago
Londonderry, United Kingdom Am legend media Ltd Full timeJob OverviewWe are seeking an experienced Credit Controller to join our finance team at Am legend media Ltd. The ideal candidate will be responsible for managing the credit control process, ensuring timely payments, and maintaining accurate financial records.ResponsibilitiesUtilise accounting software to monitor accounts and track overdue payments...
-
Financial Planning Specialist
1 month ago
Londonderry, United Kingdom NFU Mutual Full timeAbout the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.Key ResponsibilitiesDeliver regulated financial advice to UK...
-
Financial Planning Specialist
1 month ago
Londonderry, United Kingdom NFU Mutual Full timeAbout the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.Key ResponsibilitiesDeliver regulated financial advice to UK...
-
Financial Services Coordinator
2 weeks ago
Londonderry, United Kingdom Am legend media Ltd Full timeJob OverviewWe are seeking a meticulous Credit Controller to manage the credit control process, ensuring timely payments and maintaining accurate financial records for Am legend media Ltd.ResponsibilitiesUtilise accounting software to monitor accounts and track overdue payments, ensuring seamless financial operations.Contact customers via phone with...
-
Logistics Coordinator
3 weeks ago
Londonderry, Co. Londonderry, United Kingdom First Choice Selection Services Full time £29,000Job Title: Logistics CoordinatorWe are seeking a highly organized and detail-oriented Logistics Coordinator to join our team at First Choice Selection Services. As a Logistics Coordinator, you will play a crucial role in ensuring the efficient movement of goods and materials within our organization.Main Responsibilities:Coordinate and manage the import and...
-
Logistics Coordinator
3 weeks ago
Londonderry, Co. Londonderry, United Kingdom First Choice Selection Services Full time £29,000Job Title: Logistics CoordinatorWe are seeking a highly organized and detail-oriented Logistics Coordinator to join our team at First Choice Selection Services. As a Logistics Coordinator, you will play a crucial role in ensuring the efficient movement of goods and materials within our organization.Main Responsibilities:Coordinate and manage the import and...
-
Wealth Planning Client Support Team Leader
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...
-
Wealth Planning Client Support Team Leader
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...