Current jobs related to Personal Financial Services Coordinator - Chester, Cheshire - Lime People Search & Select Ltd

  • Financial Services Coordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Role OverviewWe are seeking a skilled Financial Services Coordinator to join our Wealth Planning team within the Financial Advice arm of the business. As a Financial Services Coordinator, you will provide important support to advisers and their clients to provide a smooth client-centric service.Key ResponsibilitiesEnsure a smooth client onboarding...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...

  • Financial Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key...

  • Financial Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. This is an excellent opportunity for someone looking to develop their skills and progress towards a paraplanning role.Key ResponsibilitiesSupport the Advisors and Paraplanners in processing new business, sending letters of...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. This is an excellent opportunity for someone looking to develop their skills and progress towards a paraplanning role.Key ResponsibilitiesSupport the Advisors and Paraplanners in processing new business, sending letters of...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time

    Financial Services Administrator RoleLime People Search & Select Ltd is seeking an experienced Financial Services Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisers.Key Responsibilities:Process new business transactions, including investments,...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time

    Financial Services Administrator RoleLime People Search & Select Ltd is seeking an experienced Financial Services Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisers.Key Responsibilities:Process new business transactions, including investments,...

  • Client Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Financial Advisors. This pivotal role will focus on assisting our Financial Advisors in providing exceptional service and guidance to our clients. About Us At Schroders, we are committed to delivering innovative solutions that encompass...

  • Client Services Coordinator

    3 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Financial Advisors. This pivotal role will focus on assisting our Financial Advisors in providing exceptional service and guidance to our clients. About Us At Schroders, we are committed to delivering innovative solutions that encompass...

  • Client Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    3 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing tailored solutions that encompass regulatory,...

  • Financial Operations Coordinator

    2 months ago

    Chester, Cheshire, United Kingdom Hickory's Smokehouse Full time

    Financial Operations CoordinatorAbout Hickory's SmokehouseHickory's Smokehouse is a rapidly growing company in the food industry, known for its high-quality products and excellent customer service. We are seeking a highly motivated and organized Financial Operations Coordinator to join our team.Key ResponsibilitiesManage the company's accounts payable...

  • Client Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to enhance our esteemed firm of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    3 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Financial Operations Coordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom Hickory's Smokehouse Full time

    Financial Operations CoordinatorHickory's Smokehouse is seeking a skilled Financial Operations Coordinator to join our Accounts Team at our HQ in Chester.This is an exciting opportunity to be part of a growing brand and contribute to the smooth operation of our Accounts Payable function.As a Financial Operations Coordinator, you will be responsible for...

Personal Financial Services Coordinator

3 months ago

Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time

Company Overview: Lime People Search & Select Ltd is a reputable firm specializing in financial advisory services, dedicated to delivering tailored financial solutions for clients.

Position Summary: We are currently in search of a skilled Personal Financial Services Coordinator to enhance our team. This role is pivotal in supporting our Financial Advisers in delivering exceptional service to our clients.

Key Responsibilities:

  • Processing new business transactions related to investments, pensions, mortgages, and life insurance.
  • Addressing client inquiries regarding their policies and providing necessary information.
  • Managing telephone communications and reception duties as needed.
  • Providing general administrative support, including handling correspondence and document preparation.

Candidate Profile: The ideal candidate will possess a background in Financial Services Administration, with experience gained from banks, insurance firms, mortgage brokers, or pension companies, preferably within a financial advisory context.

Skills and Qualifications:

  • Proven experience in a similar administrative role within the financial services sector.
  • Strong organizational skills and attention to detail.
  • Excellent communication abilities, both verbal and written.
  • Ability to work collaboratively within a team environment.

We look forward to welcoming a dedicated professional who is passionate about financial services and client support.