Wealth Planning Coordinator
3 days ago
**Job Summary:**
We are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Clayton Davies Ltd. As a Wealth Planning Assistant, you will provide administrative support to our Wealth Planners to help deliver excellent client outcomes.
**Key Responsibilities:**
- Attend client meetings and take minutes to ensure accurate recording of discussions and decisions.
- Process new business for clients in a timely manner, ensuring all information is accurately reflected in application paperwork and associated systems.
- Coordinate with colleagues to deliver good client outcomes, including arranging client meetings, valuations, and meeting packs.
- Prepare client application forms in line with suitability report recommendations and ensure they are actioned within agreed timeframes.
- Accurately create and maintain client records on XPlan and associated systems.
- Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
**Requirements:**
- Full understanding of the end-to-end Financial Planning process.
- Knowledge of Financial Planning products.
- Experience of XPlan would be beneficial.
-
Wealth Planning Coordinator
4 hours ago
Worcester, Worcestershire, United Kingdom Clayton Davies Ltd Full timeJob Description:At Clayton Davies Ltd, we are seeking a highly organized and detail-oriented Wealth Planning Assistant to provide administrative support to our Wealth Planners. The successful candidate will be responsible for attending client meetings, managing client data, and ensuring accurate record-keeping on XPlan and other associated systems.Key...
-
Wealth Planning Coordinator
6 hours ago
Worcester, Worcestershire, United Kingdom Clayton Davies Ltd Full timeJob Description:At Clayton Davies Ltd, we are seeking a highly organized and detail-oriented Wealth Planning Assistant to provide administrative support to our Wealth Planners. The successful candidate will be responsible for attending client meetings, managing client data, and ensuring accurate record-keeping on XPlan and other associated systems.Key...
-
Worcester, Worcestershire, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Client Administrator RoleOur client, a leading financial planning and wealth management business, is seeking a skilled Financial Planning Client Administrator to support their team.Key Responsibilities:Monitor client activities, including periodic reviews and transaction monitoring, to ensure compliance and risk management.Assess and...
-
Worcester, Worcestershire, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Client Administrator RoleOur client, a leading financial planning and wealth management business, is seeking a skilled Financial Planning Client Administrator to support their team.Key Responsibilities:Monitor client activities, including periodic reviews and transaction monitoring, to ensure compliance and risk management.Assess and...
-
Care Coordinator
2 weeks ago
Worcester, Worcestershire, United Kingdom SW Healthcare Full timeAbout the RoleSW Healthcare is seeking a dedicated Care Coordinator to play a crucial role in coordinating care for residents of care homes. As a Care Coordinator, you will work closely with GP practices to provide seamless, patient-centered care.Main ResponsibilitiesIdentify patients needing care packages and coordinate their supportDevelop and maintain...
-
Event Coordinator
3 weeks ago
Worcester, Worcestershire, United Kingdom Worcester Polytechnic Institute Full timeWorcester Polytechnic Institute (WPI) is seeking a highly motivated and organized Event Coordinator to join our dynamic team. In this role, you will play a vital part in planning, coordinating, and executing a wide range of events that support the university's academic, research, and community engagement goals. As an Event Coordinator, you will be...
-
Strategic Project Coordinator
2 weeks ago
Worcester, Worcestershire, United Kingdom Platform Housing Group Full timeJob Description**Job Summary**We are seeking a highly skilled Planned Programme Surveyor to join our growing team at Platform Housing Group.About the RoleThis is an exciting opportunity to work on a range of projects, coordinating with stakeholders to deliver high-quality results.Key ResponsibilitiesCoordinate project plans and timelines to ensure successful...
-
Project Coordinator
7 days ago
Worcester, Worcestershire, United Kingdom Fews Full timeJob Overview:Fews is seeking a skilled and experienced Project Manager to oversee our construction and event projects from inception to completion. The ideal candidate will be responsible for planning, coordinating, and executing various projects while ensuring they are completed on time and within budget.Key Responsibilities:Plan and manage construction and...
-
Project Coordinator
7 days ago
Worcester, Worcestershire, United Kingdom Fews Full timeJob Overview:Fews is seeking a skilled and experienced Project Manager to oversee our construction and event projects from inception to completion. The ideal candidate will be responsible for planning, coordinating, and executing various projects while ensuring they are completed on time and within budget.Key Responsibilities:Plan and manage construction and...
-
Merchandise Planning Assistant
4 weeks ago
Worcester, Worcestershire, United Kingdom Halfords Full timeJoin the Team at HalfordsWe are seeking a motivated individual to become a key member of our Merchandise Planning department at Halfords. In this essential role, you will take charge of generating precise sales forecasts and intake strategies for our Product Categories. Collaboration with Buyers and Suppliers will be a fundamental aspect of your...
-
Merchandise Planning Assistant
4 weeks ago
Worcester, Worcestershire, United Kingdom Halfords Full timeJoin the Team at HalfordsWe are seeking a motivated individual to become a key member of our Merchandise Planning department at Halfords. In this integral role, you will take charge of generating precise sales volume forecasts and intake strategies for our Product Categories. Effective collaboration with Buyers and Suppliers is a fundamental aspect of this...
-
Financial Planning Specialist
2 weeks ago
Worcester, Worcestershire, United Kingdom West Mercia Police Full timeJob Summary:The Senior Finance Officer will play a key role in supporting the Police and Crime Commissioner in delivering the operational finance activities of the Office of the Police and Crime Commissioner. This includes providing professional, proactive, and effective support and advice on financial management, planning, and value for money.Key...
-
Sales Operations Coordinator
4 weeks ago
Worcester, Worcestershire, United Kingdom Universal Business Team Full time £25,500 - £28,000Position: Sales Operations Coordinator Working Hours: Full Time, 08:00 – 17:00 We are seeking a motivated individual to join a dynamic, family-owned global organization recognized for its lively culture and innovative approach. The Sales Operations Coordinator will provide essential support to the Head of Commercial Development. This company specializes in...
-
Operations Coordinator
1 week ago
Worcester, Worcestershire, United Kingdom Worcester Polytechnic Institute Full timeJob Title: Technical Operations ManagerJob Summary:The Technical Operations Manager will be responsible for the overall operation and maintenance of the PracticePoint facility, ensuring that it meets the needs of WPI researchers and external members. This includes overseeing the maintenance and upgrades of the facility, as well as ensuring that all equipment...
-
Operations Coordinator
1 week ago
Worcester, Worcestershire, United Kingdom Worcester Polytechnic Institute Full timeJob Title: Technical Operations ManagerJob Summary:The Technical Operations Manager will be responsible for the overall operation and maintenance of the PracticePoint facility, ensuring that it meets the needs of WPI researchers and external members. This includes overseeing the maintenance and upgrades of the facility, as well as ensuring that all equipment...
-
Senior Planning Legal Advisor
4 weeks ago
Worcester, Worcestershire, United Kingdom Headturner Search Full timeThe Senior Planning Legal Advisor will deliver specialized legal counsel and representation concerning all facets of planning legislation to the governing body. This position entails managing intricate planning issues, mentoring junior personnel, and ensuring that the governing body's planning operations adhere to legal standards. The Senior Planning Legal...
-
Supply Chain Coordinator
4 weeks ago
Worcester, Worcestershire, United Kingdom Evolve Personnel Full timePosition OverviewWe are currently seeking a Supply Chain Coordinator to become a vital part of our dynamic team at Evolve Personnel. This role is essential in managing the flow of goods and services, ensuring that all materials and products are efficiently sourced, handled, stored, and delivered in a timely manner.Key ResponsibilitiesAs a Supply Chain...
-
Construction Project Coordinator
2 weeks ago
Worcester, Worcestershire, United Kingdom Fews Full time**Job Overview:**Fews is seeking a skilled Event / Construction Project Manager to oversee our projects from inception to completion. The ideal candidate will be responsible for planning, coordinating, and executing various construction projects while ensuring they are completed on time and within budget.**Key Responsibilities:**• Plan and manage...
-
Construction Project Coordinator
1 week ago
Worcester, Worcestershire, United Kingdom Fews Full time**Job Overview:**Fews is seeking a skilled Event / Construction Project Manager to oversee our projects from inception to completion. The ideal candidate will be responsible for planning, coordinating, and executing various construction projects while ensuring they are completed on time and within budget.**Key Responsibilities:**• Plan and manage...
-
Care Coordinator
5 days ago
Worcester, Worcestershire, United Kingdom Herefordshire and Worcestershire Health and Care NHS Trust Full timeAbout the RoleWe are seeking a highly skilled and dedicated Care Coordinator to join our Perinatal Mental Health Team at Herefordshire and Worcestershire Health and Care NHS Trust. As a key member of our multidisciplinary team, you will play a vital role in supporting women at risk of developing or experiencing moderate to severe mental health difficulties...