Financial Services Coordinator

Evelyn Partners is a leading integrated wealth management and professional services group that values innovation, collaboration, and excellence. We are seeking a highly skilled Senior Financial Services Coordinator to join our team in a dynamic and supportive environment. This role offers a competitive salary of approximately £60,000 - £75,000 per annum,...

We are seeking an experienced administrator to join our team as a Financial Services Coordinator. This role will involve providing high-quality administrative support to a team of financial advisors and paraplanners.The successful candidate will be responsible for delivering seamless administrative support, managing client communications, and ensuring all...

Job Title: Financial Services CoordinatorSalary: £25,000 - £30,000 per annum.We are seeking a highly skilled Financial Services Coordinator to join our team at Smile Education. As a key member of our finance department, you will play a crucial role in supporting the Business Manager with budget administration, reconciling bank statements, and accounting...

Job SummaryWe are seeking a Financial Services Coordinator to join our team in Pattingham, Wolverhampton. As a key member of our team, you will provide technical support to advisors and directors, ensuring efficient business processing and enhancing our Practice's PQS. The ideal candidate will have excellent communication and relationship-building skills, as...

**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...

About Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...

Client Services Coordinator PositionWe are looking for a highly motivated Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional administrative support in a fast-paced financial services environment.This role is ideal for an experienced administrator who...

Financial Ledger CoordinatorA highly organized and detail-oriented individual is required to coordinate the financial activities of DP Building Systems Limited. The successful candidate will be responsible for collating supplier invoices, requesting supplier statements, and reconciling these to our ledger. They will also prepare bi-weekly payment lists and...

Job Overview:We have an exciting opportunity for an experienced Insurance Financial Services Coordinator to join our team.Key Functions:Manage client portfolios, ensuring accuracy and efficiency in financial transactions.Work closely with Market Teams to collect and process funds.Manage brokerage receivables, funding, and other related tasks.Participate in...

Financial Services Administrator and Paraplanner RoleWe are seeking an experienced Financial Services Administrator and Paraplanner to join our team at a successful and established Financial Services company. This company is part of a major National Wealth Management brand and is currently expanding.This office-based role in Wolverhampton requires an...

Seeking Financial Transaction CoordinatorCV-Library is seeking a highly skilled Financial Transaction Coordinator to join our team. The successful candidate will be responsible for coordinating financial transactions, including processing invoices and payments, reconciling supplier statements, and managing the company's expenses. With a strong understanding...

Front Row Recruitment is a leading name in the UK's Financial Services and Investment Management sectors. They currently seek an experienced Financial Planning Coordinator to join their team based in Birmingham.The ideal candidate will possess 2 years plus experience in a similar support role within the financial services sector, ideally from an IFA although...

We are looking for a talented Financial Transaction Coordinator to join our accountancy practice in Dudley.As a Financial Transaction Coordinator, you will be responsible for coordinating financial transactions for clients, including bookkeeping, VAT registration, and compliance. This will involve preparing regular allocations of bookkeeping, as well as...

Job OverviewWe are seeking an experienced Financial Operations Coordinator to join our finance team at VC Evidensia UK. This role involves ensuring the smooth operation of our financial processes and working closely with the Hospital Director to manage financial reporting.About the RoleThis full-time position requires 40 hours per week, Monday to Friday,...

About the RoleWe are seeking an experienced Senior Financial Coordinator to join our team at Page Personnel Sales. In this role, you will be responsible for managing contracts, sales orders, and financial data with accuracy and attention to detail.The ideal candidate will have excellent proficiency in data tracking applications and be able to collaborate...

Join Our Team:We are seeking a skilled Financial Planning Assistant to join our team in Birmingham. The estimated annual salary for this role is £33,000, with potential flexible adjustments, plus excellent benefits and bonus schemes. As a hybrid worker, you will split your time between working from home (3 days) and the office (2 days).About the Role:This...

Job DescriptionWe are seeking a highly motivated and organized Financial Assistant to join our Transactional Team in Birmingham, West Midlands. This full-time, permanent role offers an excellent opportunity for a dedicated professional to contribute meaningfully.About the RoleEfficiently process transactions to maintain accuracy and timeliness as part of...

We are seeking a highly skilled Project Financial Coordinator to join our team. As a key player in our project finance department, you will be responsible for ensuring the financial and contractual success of our projects.Responsibilities:Oversee the tracking and recording of planned and completed works.Manage the Synergy system for accurate fault recording...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team in Birmingham, with the option for hybrid working. This role is ideal for a skilled professional looking to grow their career in a dynamic and supportive environment.About the RoleThis position involves providing exceptional client support, conducting research and analysis,...

Company OverviewMayfair Compliance Group is a leading provider of financial services. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.Job DescriptionWe are seeking an experienced Financial Operations Coordinator to join our team. The successful candidate will be responsible for ensuring the smooth...