Financial Operations Coordinator

1 week ago


Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time

About the Role:

Lime People Search & Select Ltd is seeking a highly organized and detail-oriented Sales Support Executive to join our team. As a Sales Support Executive, you will provide administrative support to our network of Independent Financial Advisors (IFAs) and play a crucial role in the success of our business.

Key Responsibilities:

  • Process and monitor new business applications, ensuring timely and accurate completion.
  • Input advisor fee information onto internal systems, maintaining accurate records and reports.
  • Create and manage client records, ensuring up-to-date information and seamless communication.
  • Keep client databases current, reflecting changes and updates in a timely manner.
  • Communicate effectively with clients and providers, addressing queries and concerns in a professional and courteous manner.
  • Deal with surrender requests and other client inquiries, providing prompt and accurate resolutions.
  • Prepare valuations and illustrations, ensuring accuracy and attention to detail.

Requirements:

  • 1-3 years of experience working with investment-type products in an administration environment.
  • Good knowledge of pensions, investments, taxation, and protection products.
  • GCSE grades or equivalent education, with relevant experience and ideally some knowledge of regulatory issues.
  • Started studying towards a Financial Planning Certificate or Diploma in Financial Advice, an advantage.

What We Offer:

Lime People Search & Select Ltd is a leading network of IFAs, providing advice to corporate and private clients. As a Sales Support Executive, you will be part of a dynamic team, working with experienced professionals who share your passion for delivering exceptional service.



  • Wakefield, Wakefield, United Kingdom Leeds City Council Full time

    Job Summary:The Accord Multi Academy Trust is seeking a highly skilled and experienced Assistant Accountant to provide exceptional financial processing support services to the Trust's central Finance Team. As an Assistant Accountant, you will be responsible for delivering a first-class accountancy and financial service to the Trust and its academies,...


  • Wakefield, Wakefield, United Kingdom Leeds City Council Full time

    Job Summary:The Accord Multi Academy Trust is seeking a highly skilled and experienced Assistant Accountant to provide exceptional financial processing support services to the Trust's central Finance Team. As an Assistant Accountant, you will be responsible for delivering a first-class accountancy and financial service to the Trust and its academies,...


  • Wakefield, Wakefield, United Kingdom Pratap Partnership Full time

    **About Pratap Partnership**Pratap Partnership is a dynamic and forward-thinking company that offers a unique opportunity for individuals to grow their careers in the financial services industry.**Job Summary**We are seeking a highly motivated and experienced Financial Services Associate to join our team. As a key member of our operations team, you will be...


  • Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    Company Overview: Sharp Consultancy is a recruitment specialist focused on finance and accountancy, dedicated to connecting talented professionals with businesses in the Yorkshire and Derbyshire regions.Position Summary: Our client, a prominent player in the manufacturing sector, is seeking to appoint a skilled Financial Operations Manager. This pivotal role...


  • Wakefield, Wakefield, United Kingdom NHS Jobs Full time

    Job DescriptionJob Title: Finance AssistantJob Reference: [Not Applicable]Location: [Not Applicable]Job Type: Full-timeHours: [Not Applicable]Salary: [Not Applicable]Contract Type: [Not Applicable]Department: FinanceJob Summary:We are seeking a highly organized and detail-oriented Finance Assistant to join our team at NHS Jobs. As a Finance Assistant, you...


  • Wakefield, Wakefield, United Kingdom NHS Jobs Full time

    Job DescriptionJob Title: Finance AssistantJob Reference: [Not Applicable]Location: [Not Applicable]Job Type: Full-timeHours: [Not Applicable]Salary: [Not Applicable]Contract Type: [Not Applicable]Department: FinanceJob Summary:We are seeking a highly organized and detail-oriented Finance Assistant to join our team at NHS Jobs. As a Finance Assistant, you...


  • Wakefield, Wakefield, United Kingdom Michael Page Finance Full time

    About the RoleA seasoned Finance Manager is sought to lead and oversee financial operations within the FMCG industry. The successful candidate will be responsible for managing financial transactions, forecasting revenue, preparing financial reports, and ensuring legal compliance.Key ResponsibilitiesFinancial Leadership: P&L ownership for end-to-end...


  • Wakefield, Wakefield, United Kingdom Minster Law Full time

    {"title": "Financial Transactions Coordinator", "content": "About the RoleMinster Law is seeking a highly organized and detail-oriented Financial Transactions Coordinator to join our Finance Department. As a key member of our team, you will be responsible for ensuring the accurate and efficient processing of financial transactions and processes, while...


  • Wakefield, Wakefield, United Kingdom Minster Law Full time

    {"title": "Financial Transactions Coordinator", "content": "About the RoleMinster Law is seeking a highly organized and detail-oriented Financial Transactions Coordinator to join our Finance Department. As a key member of our team, you will be responsible for ensuring the accurate and efficient processing of financial transactions and processes, while...

  • Operations Coordinator

    21 hours ago


    Wakefield, Wakefield, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary:We are seeking an experienced Operations Coordinator to join our team at Ernest Gordon Recruitment Limited. As an Operations Coordinator, you will play a crucial role in supporting our business operations, ensuring seamless coordination and scheduling of our engineers and technicians.Key Responsibilities:Organize and schedule engineers and...

  • Operations Coordinator

    23 hours ago


    Wakefield, Wakefield, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary:We are seeking an experienced Operations Coordinator to join our team at Ernest Gordon Recruitment Limited. As an Operations Coordinator, you will play a crucial role in supporting our business operations, ensuring seamless coordination and scheduling of our engineers and technicians.Key Responsibilities:Organize and schedule engineers and...


  • Wakefield, Wakefield, United Kingdom Together Housing Full time

    We are currently looking for a People Operations Coordinator to become a vital part of our Human Resources team. This is a part-time position, requiring 22 hours of work per week, offered on a fixed-term contract basis. As a People Operations Coordinator, you will play a key role in providing administrative support to the HR department, managing the HR...


  • Wakefield, Wakefield, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary:We are seeking an experienced Operations Coordinator to join our team at Ernest Gordon Recruitment Limited. As an Operations Coordinator, you will play a crucial role in supporting the growth and development of our business.Key Responsibilities:Organize and schedule engineers and technicians' diaries to ensure efficient use of resources.Process...


  • Wakefield, Wakefield, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary:We are seeking an experienced Operations Coordinator to join our team at Ernest Gordon Recruitment Limited. As an Operations Coordinator, you will play a crucial role in ensuring the smooth operation of our business, working closely with our installation and maintenance teams.Key Responsibilities:Organize and schedule engineers and technicians'...

  • Financial Director

    2 weeks ago


    Wakefield, Wakefield, United Kingdom IPS Finance Full time

    Financial Leadership Opportunity at IPS FinanceIPS Finance, a leading financial services company, is seeking a highly skilled and experienced Financial Manager to join their team.This is an excellent opportunity for a qualified professional to take on a challenging and rewarding role within a dynamic business.Key Responsibilities:Oversee the day-to-day...

  • Financial Director

    6 days ago


    Wakefield, Wakefield, United Kingdom IPS Group Full time

    Our client, a leading manufacturing enterprise, is seeking a seasoned Financial Director to join their team. This is an exceptional opportunity for an ACCA or CIMA qualified professional to take on a challenging and varied role within a well-established business. Key Responsibilities: Oversee the day-to-day financial operations of the company, ensuring...

  • Financial Director

    7 days ago


    Wakefield, Wakefield, United Kingdom IPS Group Full time

    Our client, a leading manufacturing enterprise, is seeking a seasoned Financial Director to join their team. This is an exceptional opportunity for an ACCA or CIMA qualified professional to take on a challenging and varied role within a well-established business. Key Responsibilities: Oversee the day-to-day financial operations of the company, ensuring...

  • Financial Director

    1 week ago


    Wakefield, Wakefield, United Kingdom IPS Group Full time

    **About IPS Group**IPS Group is a leading provider of financial services, dedicated to delivering exceptional results to our clients. As a dynamic and innovative business, we are seeking a highly skilled and experienced Finance Manager to join our team.**Key Responsibilities:****Oversee Financial Operations**: Ensure the accuracy and compliance of all...


  • Wakefield, Wakefield, United Kingdom Ernest Gordon Recruitment Limited Full time £25,000 - £26,000

    Position: Maintenance Operations Coordinator Salary: £25,000 - £26,000 + Company Benefits + Monday to Friday + Training + Career Advancement Are you an experienced Maintenance Operations Coordinator or similar, with expertise in planning or scheduling? If so, this is an excellent opportunity to join a reputable nationwide healthcare organization that...


  • Wakefield, Wakefield, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary:We are seeking an experienced Operations Coordinator to join our team at Ernest Gordon Recruitment Limited. As an Operations Coordinator, you will play a crucial role in ensuring the smooth operation of our business, working closely with our installation and maintenance teams.Key Responsibilities:Organize and schedule engineers and technicians'...