Client Service Coordinator
3 weeks ago
We are seeking a highly motivated Client Support Administrator to join our team in Edinburgh. As a key member of our administration team, you will provide exceptional support to our Financial Advisers and Office Managers, ensuring seamless day-to-day operations and delivering excellent client service.
You will be responsible for a range of tasks, including preparing client illustrations and relevant paperwork, processing and following up on new business, handling fund switches and rebalances, and sending Letters of Authority to life companies. You will also prepare and format suitability reports, research and complete Pension Replacement Contracts, and provide efficient administrative support to the Financial Adviser and Office Manager.
Requirements:- At least two years' relevant experience within a Financial Adviser environment
- Proficient in Microsoft Word, Excel, Outlook, and Internet Explorer
- Experience with Intelligent Office, platforms, and provider websites is desirable but not essential
- Strong interpersonal and communication skills
- Ability to work to deadlines, prioritise tasks, and manage a varied workload
- Keen eye for detail and accuracy
- Willingness to learn and develop new skills
- Able to work as part of a team, or independently when needed
This role offers a competitive salary range of £25,000 - £35,000 per annum, making it an exciting opportunity for candidates with relevant experience.
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Client Services Coordinator
1 month ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeJob SummaryWe are looking for a highly skilled and dedicated Client Services Coordinator to join our team in London. This role will involve providing exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About Cazenove CapitalWe are the wealth management business of Schroders, a global...
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Client Relations Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom greenbean Full timeWe are seeking a highly organized and efficient Client Relations Coordinator to join our team at Greenbean in Edinburgh. As a Client Relations Coordinator, you will play a key role in building relationships with adviser firms, providing exceptional service and managing your own portfolio of partners.The ideal candidate will have excellent communication...
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Client Services Coordinator
1 day ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time**Job Title:** Client Services Administrator**Location:** Edinburgh**Job Type:** Full-time**About Us:** IDEX Consulting is a specialist consulting firm providing expert advice to individuals and businesses in the financial sector.**Job Description:We are seeking a highly organized and communicative Client Services Administrator to join our team in Edinburgh....
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Financial Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Title:Financial Services CoordinatorWe are seeking a highly organized and detail-focused individual to join our team at Meraki Talent Ltd as a Financial Services Coordinator. This role is ideal for someone with previous experience in a similar administrative position within the financial services sector.Salary: £35,000 - £45,000 per annumKey...
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Culinary Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Sodexo Full timeAbout Our TeamSodexo is a leading provider of food and facilities management services to hospitals and healthcare institutions across the UK. We pride ourselves on delivering high-quality service and creating a positive experience for our clients and customers.Role OverviewThe Culinary Services Coordinator is a key member of our team, responsible for...
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Financial Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeAt Meraki Talent Ltd, we are seeking a skilled Financial Services Coordinator to join our team in Edinburgh. The estimated salary for this role is £25,000 - £30,000 per annum.The successful candidate will have the opportunity to work with our Financial Planning/Advice client, assisting in managing client relationships, processing new business applications,...
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Customer Service Operations Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom The Twenty One Recruitment Group Ltd Full timeCompany OverviewThe Twenty One Group is a reputable recruitment agency, proud to partner with esteemed clients in the Mechanical and Electrical sector. Our client, a long-established company, seeks a dedicated Service Coordinator to join their Edinburgh office.
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Support Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Dentons Canada Full timeJob Overview:This is a long-term, part-time position working 3 days a week in our Edinburgh office. As an Academic Administration Assistant, you will provide support to our practice support team, focusing on operational tasks and projects.Main Responsibilities:Coordinating organisational processes and planningManaging client relationships and billing...
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Site Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Galliford Try Holdings plc Full timeGalliford Try Holdings plc is a leading UK construction group with a vision to continuously be a people-orientated, progressive business. We are seeking an experienced Site Services Coordinator to join our team in the Royal Edinburgh Hospital and East Lothian community Hospital projects.About the RoleThis role offers an excellent opportunity to work on some...
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Financial Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeWe are excited to announce a new opening for a Financial Services Coordinator at our Edinburgh office.This is an ideal opportunity for a highly organized and detail-focused individual to join our team and support our Wealth Planners in delivering exceptional client service.As a Financial Services Coordinator, you will be responsible for processing client...
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Property Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Jones Lang LaSalle Incorporated Full timeJob Title: Property Services CoordinatorThe estimated salary for this role is £55,000 - £70,000 per annum, depending on experience.About the Role:We are seeking a highly skilled and experienced Property Services Coordinator to join our team at Jones Lang LaSalle Incorporated. As a Property Services Coordinator, you will be responsible for delivering...
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Reservations and Tourism Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Strong Recruitment Full timeJob Overview: We are recruiting for a Reservations and Tourism Services Coordinator to join our team at Strong Recruitment. As a key member of our team, you will be responsible for coordinating tourism services for clients visiting the UK. This includes booking hotels, recommending tourist attractions, and arranging various activities such as theatre shows,...
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Chemotherapy Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Sciensus Full time £38,480 - £43,000Opportunity Summary: We are seeking a skilled Chemotherapy Services Coordinator to join our team in Edinburgh. As a specialist in coordinating chemotherapy services, you will play a vital role in delivering high-quality care to patients in their own homes.We offer a competitive salary of £38,480 - £42,640 per annum, plus a comprehensive benefits package,...
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Patient Services Coordinator
1 week ago
Edinburgh, Edinburgh, United Kingdom Portman Dental Care group. Full timeJob Title: Patient Services CoordinatorWe are seeking a highly organized and empathetic individual to join our team at Portman Dental Care Group as a Full-time Receptionist.A competitive salary is offered, ranging from £25,000 to £30,000 per annum.About the Role:Job Summary:As a Patient Services Coordinator, you will be responsible for coordinating patient...
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Support Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom City of Edinburgh Council Full timeCome and join our team at Calderglen Early Years and Childcare as a Support Services Coordinator! This part-time position (15 hours per week) offers a competitive salary of approximately £26,100 per year, plus opportunities for professional development and a supportive team environment.About the Role:In this role, you will be responsible for coordinating...
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Building Services Coordinator
1 day ago
Edinburgh, Edinburgh, United Kingdom CBRE Group, Inc. Full timeJob Title: Building Services CoordinatorEstimated Salary: $50,000 - $70,000 per yearAbout CBRE Group, Inc.CBRE Group, Inc. is an equal opportunities employer and does not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national...
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Building Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Think Recruitment Full timeThink Recruitment is currently seeking a highly motivated Building Services Coordinator to join their team. As a key member of the facilities division, this individual will be responsible for coordinating building services and ensuring that the building runs smoothly.About the RoleThis role involves working closely with the facilities manager to ensure that...
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Professional Services Coordinator
1 month ago
Edinburgh, Edinburgh, United Kingdom Pinsent Masons group Full timeAbout the Role:As a Professional Services Coordinator, you will be responsible for supporting staff across various business units. This includes taking and relaying messages, updating client contact databases, and assisting with travel arrangements.Key Responsibilities:Provide administrative support to staff across multiple business unitsTake and relay...
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Accommodation Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom WGC Ltd. Full timeJob Title: Accommodation Services CoordinatorWe are seeking a skilled Accommodation Services Coordinator to join our team at WGC Ltd.About the Job:The role of Accommodation Services Coordinator involves supporting the housekeeping team in the day-to-day running of the department.Rejecting any linen and/or towels that are not up to the agreed quality and...
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Administrative Services Coordinator
2 days ago
Edinburgh, Edinburgh, United Kingdom JTC Group Full timeJob OverviewThe JTC Group is seeking an experienced Administrative Services Coordinator to join our team in this dynamic and challenging role. In this position, you will be responsible for delivering effective and efficient trust administration services to members and clients of International Employee Benefit Plans.In this role, you will work closely with a...