Current jobs related to Financial Services Coordinator - Sheffield, Sheffield - Coburg Banks Technical

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Job Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...

  • Financial Services Coordinator

    2 months ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time

    About the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...

  • Financial Services Coordinator

    2 months ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time

    About the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...

  • Financial Services Coordinator

    2 months ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time

    About the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...

  • Financial Services Coordinator

    2 months ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full time

    About the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Trainee Financial Services Coordinator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Your RoleAs a Trainee Financial Services Coordinator, you will be trained in all aspects of client service administration, providing support to a growing team of Financial Planners, Para-planners, and Coordinators. This role offers a unique opportunity to develop your skills and knowledge in a dynamic and supportive environment.Key ResponsibilitiesDeal with...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    We're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...

  • Financial Services Coordinator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom The Progress Shed Full time

    At The Progress Shed, we are seeking a skilled Financial Services Coordinator to join our team in Sheffield City Centre.The successful candidate will work in a team that deals with client queries relating to life assurance, pensions, and investments. They will also liaise with product providers and cover all aspects of general office administration to ensure...

  • Trainee Financial Services Coordinator

    1 week ago

    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Your RoleAs a Trainee Financial Services Coordinator, you will be trained in all aspects of client service administration, providing support to a growing team of Financial Planners, Para-Planners and Coordinators in a regulated environment. You will be trained to deal with incoming post, support the coordinator team with annual review reports, and assist...

  • Financial Services Coordinator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom St John Ambulance Full time

    St John Ambulance is seeking a highly skilled and experienced Financial Services Coordinator to join our Shared Services Team. This role will involve delivering high-value invoicing and debt recovery services to internal departments, working in a fast-paced customer-oriented environment.The ideal candidate will have a passion for delivering quality service,...

  • Financial Services Coordinator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom St John Ambulance Full time

    St John Ambulance is seeking a highly skilled and experienced Financial Services Coordinator to join our Shared Services Team. As a key member of our team, you will be responsible for delivering high-value invoicing and debt recovery services to our internal departments.The ideal candidate will have a passion for delivering quality service and experience in...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full time

    Financial Planning Support RoleWe are seeking a highly organized and skilled administrator to join our Wealth Management business as a key member of the Financial Planning support team.As a member of this team, you will provide administrative support to a growing team of Financial Planners and Para planners, participating in all aspects of client service...

  • Financial Services Coordinator

    1 month ago

    Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full time

    Financial Planning Support RoleWe are seeking a highly organized and skilled administrator to join our Wealth Management business as a key member of the Financial Planning support team.As a member of this team, you will provide administrative support to a growing team of Financial Planners and Para planners, participating in all aspects of client service...

  • Financial Services Coordinator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom St John Ambulance Full time

    St John Ambulance is seeking a highly skilled and experienced Financial Services Coordinator to join their Shared Services Team. The ideal candidate will have a strong background in debt recovery and invoicing, with excellent communication and engagement skills.The role will be based at the company's shared services centre in Sheffield, where you will have...

Financial Services Coordinator

2 months ago

Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full time
Job Overview

We're seeking a highly skilled and organized administrator to join our Wealth Management business as a key member of the Financial Planning support team.

The successful candidate will provide administrative support to a growing team of Financial Planners and Para planners, participating in all aspects of client service administration.

Key Responsibilities:

  • Support the Financial Planning team with client service administration
  • Contribute to the development of administrative processes and procedures
  • Collaborate with the team to achieve business objectives

About Coburg Banks Technical

Coburg Banks Technical is a respected and innovative Wealth Management business, committed to delivering exceptional client service and support.

What We Offer

We offer a dynamic and supportive work environment, with opportunities for professional growth and development.