Financial Services Coordinator
1 month ago
Uniting 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 support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.
- Liaise with providers to obtain quotes, cost comparisons, and prepare paperwork for client meetings.
- Utilize various platforms to research, collate data, and perform scenario planning.
- Answer phone calls, take messages, and deal with client queries and appointments.
- Gather fund fact sheets, perform income schedules, and prepare bespoke valuations.
- Stay up-to-date with industry regulations and compliance requirements.
- Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management, or Financial Management.
- Excellent communication skills.
- Strong numeric and analytical skills.
- Strong team player.
- Ability to work well under pressure to meet deadlines.
- Strong work ethic.
- Tech-savvy.
- Company pension.
- 28 days holiday including bank holidays.
- Birthday off.
- Free parking.
- Company events.
- Healthcare after probation.
- Training and qualification opportunities.
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Financial Services Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleUniting People is seeking a highly skilled 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 support for a range...
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Financial Services Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeFinancial Administrator RoleUniting People is seeking a highly skilled 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 support for a range...
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Financial Services Coordinator
4 weeks 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
4 weeks 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
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeRole OverviewWe are seeking a skilled Paraplanner to support our Financial Adviser in providing comprehensive financial planning services to a wide client portfolio. As a Paraplanner, you will play a vital role in supporting our Financial Adviser in delivering high-quality financial solutions to our clients.Key ResponsibilitiesInterpreting data, obtaining...
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Financial Services Coordinator
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the Company:Our client, TEMPLEGATE RECRUITMENT LIMITED, is a growing firm that provides professional, detailed, and holistic financial advice to a diverse range of clients. They specialise in wealth management for individuals and corporate services for company directors and their employees. Their areas of expertise cover all aspects of financial...
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Financial Services Coordinator
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Uniting People. In this role, you will provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.Your key responsibilities will include:Liaising with providers to obtain quotes, cost...
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Asset Finance Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Perspective Financial Group Ltd Full timeAre you looking to develop your financial administration skills by joining a leading wealth management company with a successful administration team?Office: Perspective Financial Group LtdHours: Monday – Friday, 9am-5pm with an early finish on Friday (33 hours)Manage financial planning client administration in accordance with the firm's procedures.Maintain...
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Financial Services Administrator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom fish4.co - Jobboard Full timeAre you a detail-oriented and organized individual with a passion for financial administration?We are seeking a skilled Financial Services Administrator to join our team at fish4.co - Jobboard. 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...
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Financial Director
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Full timeAbout the RoleThe Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company, ensuring the accuracy and timeliness of financial reports, compliance with regulatory requirements, and the implementation of effective financial...
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Financial Director
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Ltd Full timeAbout the Role:The Financial Controller will play a key role in the senior leadership team at Work Lyf Group Ltd, reporting directly to the directors. This position is responsible for the day-to-day financial operations of the company, ensuring the accuracy and timeliness of financial reports, compliance with regulatory requirements, and the implementation...
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Financial Services Representative
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAt Templegate Recruitment Limited, we are seeking a highly skilled Financial Services Administrator to join our team. This exciting opportunity involves providing professional, detailed, and holistic financial advice to a diverse range of clients.About the CompanyOur client is a growing firm that specialises in wealth management for individuals and corporate...
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Senior Financial Planning Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom WEALTHLINK RECRUITMENT LTD Full time**Financial Planning Administrator Role**We are working with a national financial planning business that requires a skilled Financial Planning Administrator to join their Staffordshire office. In this role, you will work closely with Financial Advisers to provide a high-quality and efficient service to clients. The role is varied, and you will work on...
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Client Liaison Coordinator Trainee
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Talent Finder Jobs Full timeJob OpportunityWe are seeking a highly motivated and enthusiastic Trainee Client Liaison Coordinator to join our team at Talent Finder Jobs.This exciting role offers the opportunity to develop a career in client services, working with a well-established financial services company in Newcastle under Lyme, Staffordshire.As a Trainee Client Liaison Coordinator,...
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Client Liaison Coordinator Trainee
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Talent Finder Jobs Full timeJob OpportunityWe are seeking a highly motivated and enthusiastic Trainee Client Liaison Coordinator to join our team at Talent Finder Jobs.This exciting role offers the opportunity to develop a career in client services, working with a well-established financial services company in Newcastle under Lyme, Staffordshire.As a Trainee Client Liaison Coordinator,...
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Financial Planning Coordinator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom MI Search Ltd Full timeThis leading IFA firm, MI Search Ltd, is seeking an experienced financial planning administrator to join their dynamic team in Newcastle-under-Lyme.The ideal candidate will support financial advisers and paraplanners in their daily operations, handling tasks such as obtaining provider information, processing new business, and preparing valuation reports.This...
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Senior Financial Manager
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Ltd Full timeAt WorkLyf Group Ltd, we are seeking a highly skilled Financial Controller to join our team in Newcastle-Under-Lyme, working with our client in the Automotive industry.About the RoleThe Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial...
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Newcastle under Lyme, Staffordshire, United Kingdom Dazzling Futures Services CIC UK Full timeAbout the RoleWe are seeking a compassionate and experienced professional to provide essential life skills, mentorship, and comprehensive support services to vulnerable adults in our community.Key ResponsibilitiesMentorship and Coaching: Develop and implement effective support plans, providing one-on-one and group mentoring sessions to help individuals...
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Financial Director
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Limited Full timeJob DescriptionAt WorkLyf Group Limited, we are seeking a highly skilled Financial Controller to join our team based in Newcastle-Under-Lyme.About the RoleThe successful candidate will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company,...
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Financial Operations Coordinator
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Forrest Recruitment Careers Full timeFinancial Administrator, Newcastle under Lyme, Permanent, £26,000paOur client, a prestigious global online retailer, is seeking an experienced people-focused Financial Administrator to join their growing team. This role has been created due to internal changes, and the successful candidate will act as the middleman between sales staff and the outsourced...