Client Services Coordinator
1 month ago
We are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.
Key Responsibilities:- Provide administrative support to our team of financial planners and paraplanners
- Be the first point of contact for clients, responding to their queries and concerns
- Process new business applications across various financial products
- Ensure that financial transactions are completed accurately and compliantly
- Prepare for client review meetings and acquire client portfolio valuations
- Perform basic paraplanning duties, with full training provided
- At least 2 years of experience in IFA/financial planning administration
- Studying towards a Level 4 Diploma (desirable)
- Excellent knowledge of provider platforms
- A competitive starting salary of up to £35,000
- Flexible working and homeworking options
- 28 days holiday plus bank holidays
- Full study support, including training courses
- Pension scheme
- Discretionary bonus scheme
If you are a motivated and organized individual with a passion for financial planning, please submit your CV and/or connect with us on LinkedIn to discuss this opportunity further.
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Client Services Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorFlexible working & homeworking availableTaylor James Professional Recruitment is seeking an experienced Client Services Administrator to join their Eastbourne-based team. The ideal candidate will provide support to a team of experienced paraplanners & financial planners, ensuring the smooth operation of financial transactions and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorFlexible working & homeworking availableTaylor James Professional Recruitment is seeking an experienced Client Services Administrator to join their Eastbourne-based team. The ideal candidate will provide support to a team of experienced paraplanners & financial planners, ensuring the smooth operation of financial transactions and...
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Client Services Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services Administrator OpportunityWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial...
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Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeAbout the RoleWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for the Staying Well Eastbourne crisis service.Key ResponsibilitiesCoordinate the day-to-day running of the...
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Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeAbout the RoleWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for the Staying Well Eastbourne crisis service.Key ResponsibilitiesCoordinate the day-to-day running of the...
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Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeAbout the RoleWe are seeking a highly skilled and dedicated Service Coordinator to join our team in Eastbourne. As a key member of our crisis service, you will play a vital role in supporting our Recovery Advisors and Peer Workers to deliver high-quality services to individuals in need.Key ResponsibilitiesCoordinate the day-to-day running of the service,...
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Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeAbout the RoleWe are seeking a highly skilled and dedicated Service Coordinator to join our team in Eastbourne. As a key member of our crisis service, you will play a vital role in supporting our Recovery Advisors and Peer Workers to deliver high-quality services to individuals in need.Key ResponsibilitiesCoordinate the day-to-day running of the service,...
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Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeAbout the RoleWe are seeking a highly skilled and experienced Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a key role in the day-to-day running of our Staying Well Eastbourne service, which provides out-of-hours support to individuals experiencing acute distress due to mental health difficulties.The successful...
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Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeAbout the RoleWe are seeking a highly skilled and experienced Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a key role in the day-to-day running of our Staying Well Eastbourne service, which provides out-of-hours support to individuals experiencing acute distress due to mental health difficulties.The successful...
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Service Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeService Coordinator OpportunityWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for the Staying Well Eastbourne crisis service.Key Responsibilities:Coordinate the...
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Service Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeService Coordinator OpportunityWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for the Staying Well Eastbourne crisis service.Key Responsibilities:Coordinate the...
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Equipment Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom TalentHawk Full timeSupport and Logistics AssistantWe are seeking a highly organized and detail-oriented individual to support our equipment services team.The successful candidate will be responsible for coordinating equipment services, repairs, and training sessions. This role will also involve visiting client sites to install new equipment and provide support with repair...
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Equipment Service Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom TalentHawk Full timeSupport and Logistics AssistantWe are seeking a highly organized and detail-oriented individual to support our equipment services team.The successful candidate will be responsible for coordinating equipment services, repairs, and training sessions. This role will also involve visiting client sites to install new equipment and provide support with repair...
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Service Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeService Coordinator OpportunityWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for our Staying Well Eastbourne crisis service.Key Responsibilities:Coordinate the...
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Service Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeService Coordinator OpportunityWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for our Staying Well Eastbourne crisis service.Key Responsibilities:Coordinate the...
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Service Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Southdown Full timeService Coordinator OpportunityWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for our Staying Well Eastbourne crisis service.Key Responsibilities:Coordinate the...
