Financial Services Coordinator
4 weeks ago
This is an exciting opportunity to join a growing company in Warwick, providing financial planning administration support to a team of Financial Advisors. The business values the role you play in helping the team deliver a quality service.
Key Responsibilities- Process and chase new business opportunities
- Obtain illustrations, projections, and valuations
- Answer and assist with client queries
- Accurately update and maintain information on the back office system
- Prepare documents for suitability reports
- Liaise with clients and providers
- Prepare client meeting packs
- Experience as an Administrator within financial services
- Good knowledge of financial planning processes, products, and how a Financial Advisor operates
- Motivation to join a growing business and contribute to its success
Premier Jobs UK Limited is a leading recruitment agency with a strong focus on allowing individuals to grow and develop. The company is open-minded to supporting your progression into various areas, including paraplanning, advice, compliance, and management.
Benefits- Salary of £26,000 - £32,000 depending on experience
- Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus, and 28 days holiday + bank holidays
- Office-based role with 37.5 hours per week
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Financial Services Coordinator
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly organized and detail-oriented individual to join our administration team at Simpson Financial Services Limited. As a Financial Services Coordinator, you will be responsible for providing administrative support to our mortgage and life companies, as well as dealing with incoming and outgoing telephone calls.Key...
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Financial Services Coordinator
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a skilled and ambitious administrator to join our administration team at Simpson Financial Services Limited.The role is based in our Leamington Spa office and involves:Making calls and requests to mortgage and life companiesAnswering and dealing with incoming telephone callsMaking outgoing telephone callsSupporting our Mortgage...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our finance team, including making calls and requests to various companies, answering and making telephone calls, and administering group scheme...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our finance team, including making calls and requests to various companies, answering and making telephone calls, and administering group scheme...
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Financial Services Coordinator
1 month ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeFinancial Administrator Job OpportunityThis is a fantastic opportunity for you to develop your career within a modern and forward-thinking financial services firm. We require a bright, ambitious and hard-working administrator to join our friendly and supportive administration team.The RoleThis role is based in our Leamington Spa office. Your duties will vary...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeFinancial Administrator Job OpportunityThis is a fantastic opportunity for you to develop your career within a modern and forward-thinking financial services firm. We require a bright, ambitious and hard-working administrator to join our friendly and supportive administration team.The RoleThis role is based in our Leamington Spa office. Your duties will vary...
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Financial Services Coordinator
1 month ago
Leamington Spa, Warwickshire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors and providing exceptional service to our clients.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless...
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Financial Services Coordinator
1 month ago
Leamington Spa, Warwickshire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors and providing exceptional service to our clients.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless...
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Financial Services Coordinator
1 month ago
Leamington Spa, Warwickshire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors and providing exceptional service to our clients.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless...
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Financial Planning Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Planning AdministratorLocation: WarwickSalary: £25,000 - £30,000Company Overview:A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each...
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Financial Planning Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Planning AdministratorLocation: WarwickSalary: £25,000 - £30,000Company Overview:A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each...
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Asset Finance Coordinator
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Key Responsibilities:Make calls and requests to mortgage, life, and pension companies.Answer and deal with incoming telephone calls.Make outgoing telephone calls.Support Mortgage Capacity Experts and Trustee Accounts...
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Asset Finance Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized administrator to join our administration team at Simpson Financial Services Limited.Key Responsibilities:Make calls and requests to mortgage, life, and pension companies.Answer and deal with incoming telephone calls.Make outgoing telephone calls.Support Mortgage Capacity Experts and Trustee...
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Asset Finance Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized administrator to join our administration team at Simpson Financial Services Limited.Key Responsibilities:Make calls and requests to mortgage, life, and pension companies.Answer and deal with incoming telephone calls.Make outgoing telephone calls.Support Mortgage Capacity Experts and Trustee...
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Asset Finance Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our Mortgage Capacity Experts and Trustee Accounts Specialists, as well as handling incoming and outgoing calls, and administering Group Scheme...
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Asset Finance Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our Mortgage Capacity Experts and Trustee Accounts Specialists, as well as handling incoming and outgoing calls, and administering Group Scheme...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator within Financial Services to join a growing company with a strong focus on employee development and growth.As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator within Financial Services to join a growing company with a strong focus on employee development and growth.As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic...
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Financial Services Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Cranleigh Personnel Full timeAbout the CompanyCranleigh Personnel is a family-run business known for its caring and friendly approach to both clients and employees.Job RoleWe are seeking an IFA / Wealth Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support for our financial planning services.Key...
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Financial Services Coordinator
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Cranleigh Personnel Full timeAbout the CompanyCranleigh Personnel is a family-run business known for its caring and friendly approach to both clients and employees.Job RoleWe are seeking an IFA / Wealth Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support for our financial planning services.Key...