Financial Services Coordinator

3 weeks ago


Milton Keynes, Milton Keynes, United Kingdom Finlink Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our administration team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.

Key Responsibilities
  • Process new business and manage client relationships
  • Coordinate with clients and providers to facilitate fund switches and withdrawals
  • Update our CRM system to ensure accurate client information
  • Organize meetings and appointments with clients and stakeholders
What We Offer
  • A competitive salary of up to £35,000 (dependent on experience)
  • Opportunities for career progression and professional development
  • A comprehensive benefits package, including company pension and death in service benefit
  • A dynamic and supportive work environment
Requirements
  • Previous experience in a financial services administration role
  • Excellent communication and organizational skills
  • Ability to work accurately and efficiently in a fast-paced environment
How to Apply

If you are a motivated and detail-oriented individual with a passion for financial services, please submit your application, including your CV and contact details, for consideration.



  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the RoleWe are seeking an ambitious and detail-oriented individual to join our team as an Undergraduate Placement Specialist. As a key member of our finance operations team, you will play a vital role in supporting our financial operations and contributing to the success of our business.Key ResponsibilitiesAssist in managing customer refunds and...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the RoleWe are seeking an ambitious and detail-oriented individual to join our team as an Undergraduate Placement Specialist. As a key member of our finance operations team, you will play a vital role in supporting our financial operations and contributing to the success of our business.Key ResponsibilitiesAssist in managing customer refunds and...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the Role:Volkswagen Financial Services is seeking an experienced Financial Business Partner to join our Controlling and Planning team. As a key member of our team, you will be responsible for developing and implementing financial planning and pricing strategies across multiple VWFS products and brands.Key Responsibilities:Support the technical...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the Role:Volkswagen Financial Services is seeking an experienced Financial Business Partner to join our Controlling and Planning team. As a key member of our team, you will be responsible for developing and implementing financial planning and pricing strategies across multiple VWFS products and brands.Key Responsibilities:Support the technical...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Key ResponsibilitiesAs a key member of the Customer Accounts Team in Finance Operations, you will be responsible for investigating and resolving exceptional transactions for all customer portfolios within agreed timescales.Key AccountabilitiesDefine reporting capabilities to maximize query resolution and become an expert in understanding and anticipating...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Key ResponsibilitiesAs a key member of the Customer Accounts Team in Finance Operations, you will be responsible for investigating and resolving exceptional transactions for all customer portfolios within agreed timescales.Key AccountabilitiesDefine reporting capabilities to maximize query resolution and become an expert in understanding and anticipating...


  • Milton Keynes, Milton Keynes, United Kingdom Puro Accountancy Full time

    Financial Services Coordinator **About the Role** As a Financial Services Coordinator at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and ensuring meticulous bookkeeping. You will also provide expert financial advice and solutions...


  • Milton Keynes, Milton Keynes, United Kingdom Puro Accountancy Full time

    Financial Services Coordinator **About the Role** As a Financial Services Coordinator at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and ensuring meticulous bookkeeping. You will also provide expert financial advice and solutions...


  • Milton Keynes, Milton Keynes, United Kingdom Puro Accountancy Full time

    Financial Services Coordinator About the Role As a Financial Services Coordinator at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and ensuring meticulous bookkeeping. You will also provide expert financial advice and solutions to...


  • Milton Keynes, Milton Keynes, United Kingdom Puro Accountancy Full time

    Financial Services Coordinator About the Role As a Financial Services Coordinator at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and ensuring meticulous bookkeeping. You will also provide expert financial advice and solutions to...


  • Milton Keynes, Milton Keynes, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd.As a key member of our administration team, you will be responsible for providing exceptional support to our advisors and paraplanners, ensuring the smooth delivery of our financial services.Key ResponsibilitiesProcess new...


  • Milton Keynes, Milton Keynes, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd.As a key member of our administration team, you will be responsible for providing exceptional support to our advisors and paraplanners, ensuring the smooth delivery of our financial services.Key ResponsibilitiesProcess new...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services (UK) LTD Full time

    About the RoleThis key position will serve as the technical lead for investigating and resolving Net Debt activity across all customer portfolios.The successful candidate will be an expert in understanding and anticipating transactions on customer accounts.Key ResponsibilitiesInvestigate and resolve Net Debt activity for all customer portfoliosDevelop...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services (UK) LTD Full time

    About the RoleThis key position will serve as the technical lead for investigating and resolving Net Debt activity across all customer portfolios.The successful candidate will be an expert in understanding and anticipating transactions on customer accounts.Key ResponsibilitiesInvestigate and resolve Net Debt activity for all customer portfoliosDevelop...

  • Financial Analyst

    3 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Job Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Volkswagen Financial Services. As a key member of our finance department, you will be responsible for investigating and resolving Net Debt activity for all customer portfolios.Key Responsibilities:Monitor and investigate customer accounts portfolio, working to...

  • Financial Analyst

    3 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Job Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Volkswagen Financial Services. As a key member of our finance department, you will be responsible for investigating and resolving Net Debt activity for all customer portfolios.Key Responsibilities:Monitor and investigate customer accounts portfolio, working to...

  • Financial Analyst

    3 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Key Role: Financial AnalystThis is a key role within Volkswagen Financial Services, responsible for investigating and resolving Net Debt activity for all customer portfolios. The successful candidate will be an expert in SAP FI customer account management, providing technical leadership and guidance to the wider business.Responsibilities:Monitor and...

  • Financial Analyst

    3 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Key Role: Financial AnalystThis is a key role within Volkswagen Financial Services, responsible for investigating and resolving Net Debt activity for all customer portfolios. The successful candidate will be an expert in SAP FI customer account management, providing technical leadership and guidance to the wider business.Responsibilities:Monitor and...

  • Account Coordinator

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team at Volkswagen Financial Services. As a key member of our operations team, you will be responsible for managing customer refunds and investigating financial discrepancies through analytical problem-solving.Key ResponsibilitiesBuilding expertise...

  • Account Coordinator

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team at Volkswagen Financial Services. As a key member of our operations team, you will be responsible for managing customer refunds and investigating financial discrepancies through analytical problem-solving.Key ResponsibilitiesBuilding expertise...