Current jobs related to Financial Services Coordinator - Sutton Coldfield, Birmingham - Financial Divisions

  • Financial Operations Coordinator

    1 week ago

    Sutton Coldfield, Birmingham, United Kingdom Daniel Owen Ltd Full time

    Financial Operations Coordinator at Daniel Owen LtdBased in Sutton, we are seeking a highly organized and detail-focused individual to join our Finance Team as a Financial Operations Coordinator.Key Responsibilities:Be the first point of contact for internal and external customers, providing exceptional customer service and support.Manage Finance Team...

  • Financial Services Coordinator

    1 month ago

    Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our client's team. This exciting opportunity is perfect for someone with a keen interest in professional services and financial services.Key Responsibilities:Perform general office duties, including answering phones, meeting and greeting clients,...

  • Financial Services Coordinator

    1 month ago

    Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our client's team. This exciting opportunity is perfect for someone with a keen interest in professional services and financial services.Key Responsibilities:Perform general office duties, including answering phones, meeting and greeting clients,...

  • Financial Services Coordinator

    1 month ago

    Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time £25,000 - £35,000

    Financial Administrator RoleWe are seeking a detail-oriented and motivated Financial Administrator to join our client's friendly team. This exciting role is perfect for someone with a keen interest in both professional services and financial services.Key Responsibilities:Performing general office duties, including answering phones, meeting and greeting...

  • Financial Services Coordinator

    1 month ago

    Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time £25,000 - £35,000

    Financial Administrator RoleWe are seeking a detail-oriented and motivated Financial Administrator to join our client's friendly team. This exciting role is perfect for someone with a keen interest in both professional services and financial services.Key Responsibilities:Performing general office duties, including answering phones, meeting and greeting...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our client's team. This exciting opportunity is perfect for someone with a keen interest in professional services and financial services.Key Responsibilities:Perform general office duties, including answering phones, meeting and greeting clients,...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our client's team. This exciting opportunity is perfect for someone with a keen interest in professional services and financial services.Key Responsibilities:Perform general office duties, including answering phones, meeting and greeting clients,...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to join their team.The successful candidate will provide administrative support to the business, focusing on delivering excellent customer service and ensuring clients receive the best possible service.Key...

  • Financial Services Coordinator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to join their team.The successful candidate will provide administrative support to the business, focusing on delivering excellent customer service and ensuring clients receive the best possible service.Key...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    IFA Administrator Job DescriptionNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to join their team.The purpose of this role is to provide administrative support to the business, focusing on delivering excellent customer service and ensuring clients receive the best possible...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    IFA Administrator Job DescriptionNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to join their team.The purpose of this role is to provide administrative support to the business, focusing on delivering excellent customer service and ensuring clients receive the best possible...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    IFA Administrator RoleNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield to find a skilled IFA Administrator to join their team.The successful candidate will work closely with the business to ensure clients receive exceptional service. Key responsibilities include providing administrative support, maintaining...

  • Financial Services Coordinator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    IFA Administrator RoleNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield to find a skilled IFA Administrator to join their team.The successful candidate will work closely with the business to ensure clients receive exceptional service. Key responsibilities include providing administrative support, maintaining...

  • Financial Operations Coordinator

    1 week ago

    Sutton Coldfield, Birmingham, United Kingdom Daniel Owen Ltd Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Daniel Owen Ltd. As a key member of our Finance Team, you will be responsible for providing administrative support and ensuring the smooth operation of our financial processes.Key ResponsibilitiesBe the first point of contact for internal and...

  • Senior Financial Services Manager

    2 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Pro Talent Full time

    ProTalent is seeking a seasoned Senior Financial Services Manager to join their team of experienced accountants. This key role involves managing a portfolio of clients, providing comprehensive accounting services, and building strong relationships with clients.Responsibilities:Manage a portfolio of clients, serving as their primary point of contact for all...

  • Senior Financial Services Manager

    2 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Pro Talent Full time

    ProTalent is seeking a skilled and experienced Senior Financial Services Manager to join their team of accountants. The ideal candidate will be responsible for managing a portfolio of clients, providing comprehensive accounting services, and building strong client relationships.Key Responsibilities:Manage a portfolio of clients, serving as their primary...

  • Financial Operations Coordinator

    1 week ago

    Sutton Coldfield, Birmingham, United Kingdom Belmont Recruitment Full time

    We are seeking a highly skilled Financial Operations Coordinator to join our team at Belmont Recruitment. This role will be based in our office and will involve managing finance team mailboxes, processing purchase and sales ledger invoices, and processing rent account and General Ledger transactions.The ideal candidate will have a customer-focused approach...

  • Financial Operations Coordinator

    1 week ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working with a leading Independent Financial Adviser firm based in Sutton Coldfield to find an experienced Financial Operations Coordinator. The chosen candidate will play a critical role in ensuring the smooth operation of the business, delivering exceptional customer service, and supporting the team to achieve their goals.This is an...

  • Financial Services Coordinator

    2 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Ltd Full time

    New Business ProcessingOur client offers a bespoke wealth management service to high net worth individuals and businesses. We are seeking a skilled professional to process new business, including updating back-office systems and working with various provider platforms to ensure smooth operations.Death ClaimsThe successful candidate will be responsible for...

  • Financial Services Manager

    2 months ago

    Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Hays Senior Finance. As a key member of our team, you will be responsible for supporting the delivery of audit and accounts assignments and working closely with our clients to provide exceptional service.About the CompanyHays Senior Finance is a...

Financial Services Coordinator

2 months ago

Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full time

Financial Services Coordinator Opportunity

Our client, a reputable financial advice business, is seeking an experienced Financial Services Coordinator to support their team of financial advisers in the Sutton office. The ideal candidate will have a strong background in end-to-end administration and a passion for delivering exceptional client service.

The successful candidate will be responsible for providing administrative support to the financial advisers, including tasks such as:

  • Managing client data and records
  • Preparing and submitting reports
  • Coordinating meetings and appointments
  • Providing general administrative support to the team

The role will suit an experienced administrative professional who is well-organized, efficient, and able to work in a fast-paced environment. The successful candidate will have the opportunity to work with a talented team of financial advisers and contribute to the growth and success of the business.

About the Business

Our client is a boutique financial advice business that has been operating for over 20 years. They have built a reputation for providing high-quality financial advice to clients across London and the Southeast. The business has a strong team of financial advisers and administrative staff who work together to deliver exceptional client service.

What We Offer

The successful candidate will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package. They will also have the opportunity to develop their skills and knowledge in a fast-paced and ever-changing industry.

Requirements

To be considered for this role, the successful candidate will have:

  • A strong background in end-to-end administration
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong organizational and time management skills

How to Apply

If you are a motivated and experienced administrative professional looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].