Current jobs related to Wealth Management Coordinator - Yeovil, Somerset - Old Mill

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Job DescriptionHousing Management CoordinatorKey Responsibilities:Provide tenancy support to customersEnsure effective management of housing propertiesWork collaboratively with the team to achieve goalsAbout the Role:This is an exciting opportunity to work with Home Group Limited as a Housing Management Coordinator. As a key member of our team, you will be...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Job DescriptionHousing Management CoordinatorKey Responsibilities:Provide tenancy support to customersEnsure effective management of housing propertiesWork collaboratively with the team to achieve goalsAbout the Role:This is an exciting opportunity to work with Home Group Limited as a Housing Management Coordinator. As a key member of our team, you will be...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Job DescriptionHousing Management CoordinatorKey Responsibilities:Provide tenancy support to customersEnsure effective management of housing propertiesWork collaboratively with the team to achieve goalsAbout the Role:This is an exciting opportunity to work with Home Group Limited as a Housing Management Coordinator. As a key member of our team, you will be...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring their homes are safe and secure.Key Responsibilities:Providing tenancy support to customers, including resolving issues...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring their homes are safe and secure.Key Responsibilities:Providing tenancy support to customers, including resolving issues...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Job DescriptionHousing Management CoordinatorKey Responsibilities:Provide tenancy support to customersEnsure effective management of housing propertiesWork collaboratively with the team to achieve goalsAbout the Role:This is an exciting opportunity to work with Home Group Limited as a Housing Management Coordinator. As a key member of our team, you will be...

  • Housing Management Coordinator

    3 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring their homes are safe and secure.Key Responsibilities:Providing tenancy support to customers, including resolving issues...

  • Housing Management Coordinator

    3 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring their homes are safe and secure.Key Responsibilities:Providing tenancy support to customers, including resolving issues...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers,...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management CoordinatorWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers, addressing...

  • Housing Management Coordinator

    4 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management CoordinatorWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers, addressing...

  • Housing Management Coordinator

    1 month ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers,...

  • Housing Management Coordinator

    3 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management CoordinatorWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers, addressing...

  • Housing Management Coordinator

    3 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management CoordinatorWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers, addressing...

  • Housing Management Coordinator

    1 month ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator RoleWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will be responsible for providing tenancy support to our customers, ensuring they have a safe and comfortable living environment.Key Responsibilities:Provide tenancy support to customers,...

  • Housing Management Coordinator

    2 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator OpportunityWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will play a vital role in providing tenancy support to our customers.About the RoleFocus on tenancy support for our customers, ensuring they receive the best possible service.Work closely...

  • Housing Management Coordinator

    2 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management Coordinator OpportunityWe are seeking a skilled Housing Management Coordinator to join our team at Home Group Limited. As a key member of our team, you will play a vital role in providing tenancy support to our customers.About the RoleFocus on tenancy support for our customers, ensuring they receive the best possible service.Work closely...

  • Housing Management Coordinator

    2 weeks ago

    Yeovil, Somerset, United Kingdom Home Group Limited Full time

    Housing Management CoordinatorHome, a place where you belongThis role is a great opportunity to work with our customers, providing tenancy support and ensuring their homes are safe and secure.Key Responsibilities:Provide tenancy support to customersWork with customers to resolve any issues with their homesEnsure customer homes are safe and secureWork with...

  • Service Coordinator

    1 week ago

    Yeovil, Somerset, United Kingdom Revorec Recruitment solutions Full time

    Service CoordinatorRevorec Recruitment solutions is seeking a skilled Service Coordinator to join their team. As a Service Coordinator, you will be responsible for scheduling service engineers and managing service plans and contracts for customers across the UK. You will work closely with the service manager and sales manager to ensure timely resolution of...

  • Service Coordinator

    2 weeks ago

    Yeovil, Somerset, United Kingdom Revorec Recruitment Solutions Ltd Full time

    Service Coordinator OpportunityWe are seeking a skilled Service Coordinator to join our team at Revorec Recruitment Solutions Ltd. As a Service Coordinator, you will play a crucial role in managing our service teams across the UK, ensuring timely and efficient delivery of services to our customers.Key Responsibilities:Manage a team of service engineers to...

Wealth Management Coordinator

2 months ago

Yeovil, Somerset, United Kingdom Old Mill Full time

Wealth Management Coordinator

Job Overview

  • Become a vital part of an innovative Wealth Management division that includes Pensions, Taxation, Trusts, and Financial Advisory services.
  • Gain valuable experience through cross-departmental collaboration and professional development.
  • Support the management of client information and assist in delivering tailored financial advice.

About Old Mill

Old Mill is a collective of financial professionals dedicated to digital accounting, strategic financial planning, and tax consultancy. Our mission is to provide exceptional service to our clients while cultivating a nurturing and collaborative workplace for our employees.

Key Duties

  • Accurately organize and maintain client information.
  • Ensure effective and timely communication with clients.
  • Assist in compiling necessary documentation for client consultations.

Required Skills

  • Excellent organizational abilities and meticulous attention to detail.
  • Capability to thrive under pressure and adapt to changing priorities.
  • Proficient in providing administrative support to clients.

Employee Benefits

  • 25 days of annual leave in addition to public holidays.
  • Opportunity to purchase extra days off.
  • Flexible work arrangements, including partial remote work options.

Application Process

For further details regarding this position or to submit your application, please reach out through the designated channels. We eagerly await your response.