Financial Services Coordinator

1 month ago

Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time
About the Role

We are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.

Key Responsibilities
  • Schedule and coordinate client meetings, recording all activities
  • Support compliant new business submissions by completing and distributing relevant documentation, managing progress, and updating the CRM system
  • Act as the primary interface for internal and external client queries, as well as third-party providers
  • Provide ongoing operational and administrative servicing of existing clients, including preparation of client review reports, issuing recommendation reports, and processing withdrawal requests
  • Liaise with third parties regarding letters of authority, policy information, fund switches, and transfers of stock and/or cash
Requirements
  • Reliable and self-motivated individual with administration experience, preferably in the wealth management or investment sector
  • Strong problem-solving skills, able to handle high volumes of work and attention to detail when instructing high-value transactions
  • Confident communication skills and ability to work effectively in a team and autonomously
  • Experience using client management/financial planning tools and familiarity with dealing with third parties to commence transfer proceedings, instruct fund switches, and/or change servicing rights
About Us

Coburg Banks Limited is a dynamic financial planning and wealth management business, part of one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. We pride ourselves on our values and offer a range of well-being initiatives to encourage positive mental health both in and out of the workplace.

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Provide administrative support to...

  • Financial Services Coordinator

    2 months ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time

    About the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...

  • Financial Services Coordinator

    2 months ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time

    About the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Trainee Financial Services Coordinator

    5 days ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Your RoleAs a Trainee Financial Services Coordinator, you will be trained in all aspects of client service administration, providing support to a growing team of Financial Planners, Para-planners, and Coordinators. This role offers a unique opportunity to develop your skills and knowledge in a dynamic and supportive environment.Key ResponsibilitiesDeal with...

  • Financial Services Administration Manager

    2 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    About Fyfe FinancialWe're a Chartered financial planning firm based in Sheffield, dedicated to providing expert advice that positively impacts our clients' lives, not just their bank balances.Job DescriptionWe're seeking a skilled Financial Services Administration Manager to join our team. As a key member of our team, you'll work closely with our advisers,...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    About Fyfe FinancialWe're a Chartered financial planning firm based in Sheffield, dedicated to providing expert advice that positively impacts our clients' lives, not just their bank balances.Job DescriptionWe're seeking a skilled Financial Services Administration Manager to join our team. As a key member of our team, you'll work closely with our advisers,...

  • Financial Services Administration Manager

    2 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    We're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...

  • Financial Services Coordinator

    1 week ago

    Sheffield, Sheffield, United Kingdom The Progress Shed Full time

    At The Progress Shed, we are seeking a skilled Financial Services Coordinator to join our team in Sheffield City Centre.The successful candidate will work in a team that deals with client queries relating to life assurance, pensions, and investments. They will also liaise with product providers and cover all aspects of general office administration to ensure...

  • Trainee Financial Services Coordinator

    2 days ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Your RoleAs a Trainee Financial Services Coordinator, you will be trained in all aspects of client service administration, providing support to a growing team of Financial Planners, Para-Planners and Coordinators in a regulated environment. You will be trained to deal with incoming post, support the coordinator team with annual review reports, and assist...