Financial Services Professional
1 week ago
Job Role: Client Account Executive (Financial Services)
Location: Sutton Coldfield
Salary: £28,000 - £30,500, based on experience
Working Hours: Monday - Thursday 9 am to 5 pm, Friday 9 am to 1 pm with flexibility
About the Role:
Simpson Recruitment Services is seeking a dynamic and dedicated Client Account Executive to join our team. As a leading recruitment agency, we pride ourselves on delivering tailored solutions to help individuals and families build and protect their wealth.
Key Responsibilities:
- Liaise with clients to set appointments and handle all financial administration
- Communicate with pension and insurance providers and manage relevant client documents
- Prepare for client meetings, manage client queries, and maintain communication
- Oversee filing, scanning, and administrative duties to ensure seamless service
Requirements:
- Experience in financial services
- Strong communication and organizational skills
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office
-
Financial Services Coordinator
1 week ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Summary:We are seeking an experienced Financial Administrator to join our team at Financial Divisions, a leading financial advice business. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the end-to-end administration of client relationships.About the Role:Provide administrative support to our Advisers, ensuring...
-
Financial Services Coordinator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeFinancial Services Coordinator Opportunity Our client, a reputable financial advice business, is seeking an experienced Financial Services Coordinator to support their team of financial advisers in the Sutton office. The ideal candidate will have a strong background in end-to-end administration and a passion for delivering exceptional client service. The...
-
Financial Services Coordinator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeFinancial Services Coordinator Opportunity Our client, a reputable financial advice business, is seeking an experienced Financial Services Coordinator to support their team of financial advisers in the Sutton office. The ideal candidate will have a strong background in end-to-end administration and a passion for delivering exceptional client service. The...
-
Financial Services Coordinator
1 week ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full time**Job Title:** Financial Services Administrator **Industry:** Financial Services **Location:** Sutton Coldfield **Salary:** up to £32,000 **Job Description:** Recruit UK is seeking an experienced Financial Services Administrator to join a dynamic and innovative financial services company in Sutton Coldfield. As a Financial Services Administrator, you will...
-
Financial Services Administrator
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services Administrator Industry: Financial Planning Location: Sutton Coldfield Salary: up to £32,000 Job reference: 9257 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice. If you’re...
-
Financial Services Coordinator
7 days ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: Sutton ColdfieldSalary: up to £32,000Job Description:Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.About the Role:As a Financial Services Administrator, you...
-
Financial Services Coordinator
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services Administrator Industry: Financial Services Location: Sutton Coldfield Salary: up to £32,000 Job Description: Recruit UK is seeking an experienced Financial Services Administrator to join a dynamic and innovative financial services company in Sutton Coldfield. Key Responsibilities: Process and prepare authority letters, review...
-
Financial Services Coordinator
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services Administrator Industry: Financial Services Location: Sutton Coldfield Salary: up to £32,000 Job Description: Recruit UK is seeking an experienced Financial Services Administrator to join a dynamic and innovative financial services company in Sutton Coldfield. Key Responsibilities: Process and prepare authority letters, review...
-
Financial Services Administrator
2 weeks ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services Administrator Industry: Financial Planning Location: Sutton Coldfield Salary: up to £32,000 Job reference: 9257 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice. If you’re...
-
Financial Services Coordinator
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: Sutton ColdfieldSalary: up to £32,000Job Description:Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.This is an excellent opportunity for a skilled...
-
Financial Services Coordinator
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: Sutton ColdfieldSalary: up to £32,000Job Description:Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.This is an excellent opportunity for a skilled...
-
Financial Services Coordinator
1 day ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: Sutton ColdfieldSalary: up to £32,000Job Description:Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.This is an excellent opportunity for a skilled...
-
Financial Services Coordinator
1 day ago
The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: Sutton ColdfieldSalary: up to £32,000Job Description:Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.This is an excellent opportunity for a skilled...
-
Financial Operations Coordinator
5 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Assist Advisers with drafting Letters of Authority (LOAs)...
-
Financial Operations Coordinator
5 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Assist Advisers with drafting Letters of Authority (LOAs)...
-
Accounts and Financial Services Manager
7 days ago
The Royal Town of Sutton Coldfield, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our CompanyHays Specialist Recruitment Limited is a leading independent firm that provides a wide range of services to its clients. Our company culture is built on a friendly and collaborative approach, making us an ideal choice for candidates who value a supportive work environment.About the RoleWe are seeking a highly skilled and experienced...
-
Senior Financial Professional
7 days ago
The Royal Town of Sutton Coldfield, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our CompanyHays Specialist Recruitment Limited is a leading independent firm that provides a wide range of services to its clients. Our company culture is built on a friendly and collaborative approach, making us an ideal choice for candidates who value a supportive work environment.About the RoleWe are seeking a highly skilled and experienced...
-
Financial Administrator
6 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking a highly organized and detail-oriented Financial Administrator to join our team in the Sutton office. As a Financial Administrator, you will play a crucial role in supporting our Advisers with end-to-end administration, ensuring the smooth flow of our support function. Key Responsibilities: ...
-
Financial Administrator
7 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking a highly organized and detail-oriented Financial Administrator to join our team in the Sutton office. As a Financial Administrator, you will play a crucial role in supporting our Advisers with end-to-end administration, ensuring the smooth flow of our support function. Key Responsibilities: ...
-
Financial Operations Coordinator
1 day ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Drafting Letters of Authority (LOA's) and Letters of...