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Financial Services Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
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Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
1 month ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
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Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Provide administrative support to...
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Financial Services Coordinator
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Financial Services Coordinator
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Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
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Financial Services Coordinator
2 months ago
Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
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Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
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Financial Services Administration Manager
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Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeWe're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...
Financial Services Coordinator
2 months ago
In this exciting opportunity, you will play a key role in supporting a Practice Group in the management of the Firm's debtors, while maintaining excellent client relationships. Your primary responsibilities will include:
- Providing high-quality services on time, with a focus on responsiveness, client satisfaction, effective client communication, and client service orientation.
- Assisting in identifying and implementing ways to develop and deliver products and services to meet client objectives and business needs.
- Assisting in identifying and implementing process improvements that maximize efficiency and effectiveness.
- Assisting in identifying and executing ways to develop and enhance relationships with clients.
- Enforcing CMS credit policies, including query resolution and treatment of bad/doubtful debt.
- Conducting daily debt reviews using the ARCS calendar to chase outstanding debt, ensuring all information is fully recorded onto the ARCS system, adhering to best practice guidelines.
- Liaising with external and internal clients to progress payment of invoices.
- Handling client queries, escalating to the Practice Group or Partner as required.
- Engaging in discussions with the Practice Group team on debtor issues.
- Maintaining up-to-date bad and doubtful debt provisions.
- Working with the Debt Recovery Team to minimize overdue debt.
- Performing account reconciliations to ensure correct allocation of funds received.
- Producing manual statements.
We are committed to investing in your ongoing training and development to support your professional goals and help you thrive in your role from day one. To be considered for this opportunity, you must meet the following skills and experience:
- Knowledge of credit control processes.
- Knowledge of a legal billing system would be beneficial.
- Proficiency in MS Excel and Word.
- Computer literacy, including basic typing skills.
- Excellent written and verbal communication skills, able to communicate at all levels, confident, with a professional telephone manner.
- Analytical skills to resolve queries.
- Flexibility in approach.
- Enthusiasm about the role and a willingness to contribute to the team.
- Ability to work to given timeframes and anticipate likely workflows.
- Consistency in producing accurate work.
- Preferably experienced in account management.
We want to reward you today and help you plan for tomorrow. We appreciate that everyone is different, therefore we have designed a benefits system that offers choice and flexibility based on individual needs and lifestyles. To name just a few, these include:
- Competitive basic salary (reviewed annually).
- Flexible, hybrid working policy.
- Generous bonus scheme.
- Up to 25 days holiday (rising to 28 days with service).
- Holiday exchange scheme.
- Private medical insurance.
- Enhanced parental leave.
- Reasonable adjustments and accommodation for disabled talent in accordance with the Equality Act 2010.
