Financial Operations Coordinator
5 days ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a key member of our financial operations team, you will play a crucial role in supporting our Financial Planners and ensuring the smooth day-to-day running of our financial services.
Key Responsibilities- Carry out all administrative duties to fully support Financial Planners, including obtaining valuations, information, and product details for analysis.
- Liaise with product providers and other third parties to ensure seamless communication and collaboration.
- Process new business, withdrawals, fund switches, and follow through to completion, working closely with the Paraplanner.
- Deal effectively with queries from clients and other parties, providing excellent customer service and support.
- Book in annual review meetings with clients and manage a Financial Planner's diary, ensuring timely and efficient scheduling.
- Maintain compliant files and ensure all documentation is up-to-date and accurate.
- Comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator.
- Understanding of the Financial Planning process and ideally have experience within this industry.
- Ability to work within defined business processes and achieve agreed outcomes without supervision.
- Prioritize and plan your own workload, ensuring efficient use of time and resources.
- Detailed and accurate, with excellent IT skills and proficiency in Microsoft Word, Excel, and Outlook.
- Ability to work independently and in a team, with excellent interpersonal skills, both written and verbal.
- Fully competent in desktop applications and able to multitask and prioritize effectively.
- A competitive salary of £28,000 - £33,000 DOE.
- Great benefits, including parking on site and 25 days annual leave plus bank holidays.
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Financial Services Coordinator
4 weeks ago
Poole, Poole, United Kingdom Financial Divisions Full timePosition OverviewWe are seeking a Financial Services Coordinator to support our team at Financial Divisions. This role offers a competitive salary and the opportunity for professional development in a hybrid working environment.As a key member of our financial services team, you will play a vital role in ensuring the smooth operation of our client...
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Financial Services Coordinator
4 weeks ago
Poole, Poole, United Kingdom Financial Divisions Full timePosition OverviewWe are seeking a Financial Services Coordinator to support our team at Financial Divisions. This role offers a competitive salary and the opportunity for professional development in a hybrid working environment.As a key member of our financial services team, you will play a vital role in ensuring the smooth operation of our client services....
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Financial Operations Coordinator
6 days ago
Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: AdministratorCompany: Hays Specialist Recruitment LimitedJob Summary:We are seeking a highly organized and detail-oriented professional to support our Financial Planning team in ensuring the smooth operation of our business processes. As a key member of our team, you will play a crucial role in maintaining the integrity of our financial...
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Financial Operations Coordinator
6 days ago
Poole, Poole, United Kingdom Bupa Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Bupa. As a Financial Administrator, you will play a vital role in ensuring the smooth operation of our financial processes.Key Responsibilities:Financial Transactions: You will be responsible for processing financial transactions, including invoicing, income...
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Financial Operations Coordinator
5 days ago
Poole, Poole, United Kingdom Bupa Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa. As a Financial Administrator, you will play a critical role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial records.Key ResponsibilitiesProcess financial...
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Financial Operations Coordinator
6 days ago
Poole, Poole, United Kingdom Bupa Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa. As a Financial Administrator, you will play a critical role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial records.Key ResponsibilitiesProcess financial...
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Financial Operations Coordinator
2 weeks ago
Poole, Poole, United Kingdom Bupa Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial records.Key ResponsibilitiesProcess invoices,...
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Financial Operations Coordinator
4 weeks ago
Poole, Poole, United Kingdom Aspire Jobs Limited Full timePosition OverviewWorking Hours: 9am-5pm, Monday to Friday (30-minute lunch break), office-basedPerks and Benefits: 27 days of annual leave plus public holidays and a day off for your birthday, complimentary parking, pension plan, Employee Assistance Program, life insurance, and Cycle to Work initiative.Aspire Jobs Limited is pleased to partner with a...
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Appointment Coordinator
3 days ago
Poole, Poole, United Kingdom Ortus PSR Full timeAbout Ortus PSRWe are a dynamic and innovative financial planning firm dedicated to helping clients achieve their financial goals. Our company culture is built on mutual respect, continuous learning, and a shared passion for excellence. We pride ourselves on an open and inclusive environment where every team member's ideas are valued.Our Commitment to...
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Appointment Coordinator
3 days ago
Poole, Poole, United Kingdom Ortus PSR Full timeAbout Ortus PSRWe are a dynamic and innovative financial planning firm dedicated to helping clients achieve their financial goals. Our company culture is built on mutual respect, continuous learning, and a shared passion for excellence. We pride ourselves on an open and inclusive environment where every team member's ideas are valued.Our Commitment to...
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Financial Operations Coordinator
13 hours ago
Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a Financial Administrator, you will play a crucial role in supporting our Financial Planners by carrying out various administrative tasks.Key ResponsibilitiesCarry out all administrative duties to fully support...
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Financial Operations Coordinator
11 hours ago
Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a Financial Administrator, you will play a crucial role in supporting our Financial Planners by carrying out various administrative tasks.Key ResponsibilitiesCarry out all administrative duties to fully support...
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Sales Operations Coordinator
2 weeks ago
Poole, Poole, United Kingdom Tate Full timeSales Operations CoordinatorRemote work opportunity£25,000 plus bonus and outstanding benefitsWell-established international companyDo you possess a minimum of 3 years of experience in Sales Administration or Sales Support?Are you skilled in Excel and familiar with Sales Reporting systems such as Oracle, Salesforce, or Power BI?Are you seeking your next...
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Sales Operations Coordinator
2 weeks ago
Poole, Poole, United Kingdom Tate Full timeSales Operations CoordinatorRemote work opportunity availableCompetitive salary of £25k plus bonus and outstanding benefitsJoin a thriving international organization Do you possess at least 3 years of experience in Sales Administration or Sales Support?Are you skilled in Excel and familiar with Sales Reporting tools such as Oracle, Salesforce, or Power...
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Appointment Coordinator
6 days ago
Poole, Poole, United Kingdom Ortus PSR Full timeAbout Ortus PSRWe are a dynamic and innovative financial planning firm dedicated to helping clients achieve their financial goals. Our company culture is built on mutual respect, continuous learning, and a shared passion for excellence. We pride ourselves on fostering a collaborative and inclusive environment where every team member's ideas are valued.Our...
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Appointment Coordinator
5 days ago
Poole, Poole, United Kingdom Ortus PSR Full timeAbout Ortus PSRWe are a dynamic and innovative financial planning firm dedicated to helping clients achieve their financial goals. Our company culture is built on mutual respect, continuous learning, and a shared passion for excellence. We pride ourselves on fostering a collaborative and inclusive environment where every team member's ideas are valued.Our...
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Financial Services Coordinator
4 weeks ago
Poole, Poole, United Kingdom Practicus Ltd Full time £65,000Position Overview: We are seeking a skilled Finance Operations Administrator to join our team at Practicus Ltd. This role is essential in maintaining the financial integrity of our organization. Key Responsibilities: Oversee and manage financial reporting processes to ensure accuracy and compliance. Develop and implement financial strategies that align with...
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Financial Coordinator
7 days ago
Poole, Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Dorset HealthCare University NHS Foundation Trust. As a key member of our administrative team, you will be responsible for providing administrative support to our staff and patients, ensuring the smooth operation of our office.Key...
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Financial Coordinator
5 days ago
Poole, Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Dorset HealthCare University NHS Foundation Trust. As a key member of our administrative team, you will be responsible for providing administrative support to our staff and patients, ensuring the smooth operation of our office.Key...
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Service Operations Coordinator
4 weeks ago
Poole, Poole, United Kingdom Rubicon People Partnership Full time £31,000Service Operations Coordinator, Poole (hybrid), £31,000 As a Service Operations Coordinator, you will be a vital member of a dynamic service team. Your role will involve providing essential administrative assistance by organizing technician schedules and addressing client inquiries, all while ensuring that tasks are executed according to organizational...