Financial Services Coordinator
3 days ago
At IDEX Consulting, we are seeking a highly skilled Financial Services Coordinator to join our team in Aberdeen.
This is an excellent opportunity for an experienced administrator to work with a large Independent Financial Adviser practice.
The successful candidate will be responsible for providing support to financial advisers and dealing with various financial products such as pensions and investments.
Some key responsibilities include:
- Preparing suitability reports
- Using IO system and multiple platforms to manage client data
- Obtaining quotes, illustrations, product information, and necessary paperwork
- Preparing annual reviews and valuations
- Processing new business and ensuring timely completion
- Liaising with providers and resolving any issues that may arise
- Handling client queries and providing excellent customer service
We estimate the salary for this role to be around £25,000 - £30,000 per annum, depending on experience.
If you have a strong background in financial services administration and are looking for a challenging role, please apply.
-
Financial Services Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full timeFinancial Services CoordinatorNJR Recruitment is working with a leading firm of Financial Planners within St James Place to find an experienced Financial Services Coordinator.About the RoleThe successful candidate will provide administrative support to the Financial Advisers, undertaking tasks such as client communication, data management, and...
-
Senior Financial Services Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Ltd Full timeAre you looking for a challenging role that offers a wide range of opportunities for growth and development? We are seeking a highly skilled Senior Financial Services Coordinator to join our team at IDEX Consulting Ltd.Key Responsibilities:You will be responsible for delivering high-quality financial planning services to clients, ensuring their goals are met...
-
Financial Transactions Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom First Bus Full timeFinancial Transactions CoordinatorThis exciting opportunity is for a highly organized and detail-focused Financial Transactions Coordinator to join our Finance team at First Bus. Based in Aberdeen, you will play a critical role in ensuring the smooth operation of our financial transactions.About UsAt First Bus, we're committed to keeping the UK connected...
-
Financial Services Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full timeWe are seeking a highly skilled administrator to support our Financial Advisers at NJR Recruitment, an established firm of Financial Planners.This is an exciting opportunity for a career-driven individual looking to advance their career by joining a respected and successful practice in the financial services industry.The ideal candidate will possess...
-
Financial Management Coordinator
2 days ago
Aberdeen, Aberdeen City, United Kingdom Aberdeen City Council Full timeThe Financial Management Coordinator plays a crucial role in managing the financial aspects of schools. We are seeking an experienced candidate to join our team at Aberdeen City Council.This role involves managing financial systems, operating the MIS system, and supporting the school administrative support service. Key responsibilities include:Manage,...
-
Financial Services Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team in one of our UK hubs. As a Paraplanning Specialist, you will play a crucial role in supporting the Financial Advisers in delivering high-quality client service.Key ResponsibilitiesReview and analyse client data to provide recommendations and compile suitability...
-
Financial Services Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full timeJob TitleA Financial Administrator is required to provide high-quality support to a successful team of Financial Advisers. This role offers an excellent opportunity for a motivated individual to enhance their career and contribute to the growth of our client's business.About the RoleThis position involves providing administrative assistance, managing...
-
Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full timeWe are Acumen Financial Planning, a leading independent firm dedicated to providing exemplary financial planning services to client families across the UK. Our team is passionate about delivering outstanding results and exceptional client experiences, and we're now seeking a skilled Paraplanner to join our award-winning team in...
-
Financial Transaction Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom ICR Full timeJob Overview:We are seeking a highly organised and detail-focused individual to join our Finance team as a Financial Transaction Coordinator. The successful candidate will be responsible for preparing payrolls, maintaining the purchase ledger, and ensuring the accuracy of payslips and payroll reports.Key Responsibilities:Collate and manage payroll data to...
-
Financial Coordinator
1 week ago
Aberdeen, Aberdeen City, United Kingdom beBee Professionals Full time £35,000 - £55,000A successful Financial Coordinator - Construction Projects at beBee Professionals will play a crucial role in managing project finances and ensuring compliance with contractual agreements. This position requires strong analytical and communication skills.Key Responsibilities:Analyze project expenditure and identify areas for cost reduction.Negotiate...
-
Financial Operations Coordinator
1 week ago
Aberdeen, Aberdeen City, United Kingdom Centurion Group Holdings Limited Full timeAbout the RoleWe are currently looking for a Financial Operations Coordinator to join our team at Centurion Group Holdings Limited. This is a rewarding opportunity with a competitive salary of £32,000 - £37,000 per annum.In this role, you will be responsible for the day-to-day financial operations of the company, ensuring that all financial transactions...
-
Financial Planning Assistant
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full timeJob SummaryAcumen Financial Planning seeks a highly skilled Paraplanner to join our award-winning team in Aberdeen, UK.This hybrid role offers a competitive salary and a chance to work with an exemplary financial planning service.The ideal candidate will be experienced in preparing and implementing recommendations, possessing strong analytical skills and...
-
Financial Operations Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Centurion Group Holdings Limited Full timeWe are seeking a highly skilled Financial Operations Coordinator to join our team at Centurion Group Holdings Limited.The ideal candidate will have experience in financial operations, including purchase invoice processing, ledger management, and supplier communication.Purchase invoice processing and ledger maintenanceManaging supplier expectations with...
-
Senior Financial Project Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full timeThorpe Molloy McCulloch Recruitment Ltd is a global energy service company based in Dyce, seeking a Senior Financial Project Coordinator to join their team on a permanent, full-time basis.The role involves supporting the company's financial operations and is ideal for a proactive professional with a strong accounting and finance background who thrives in a...
-
Aberdeen, Aberdeen City, United Kingdom NHS National Services Scotland Full timeJob Summary: Support Services Coordinator for NHS National Services ScotlandLocation: NHS National Services Scotland, ScotlandNHS National Services Scotland is seeking a highly motivated and organized Support Services Coordinator to join our team. As a Support Services Coordinator, you will provide administrative support to the Domestic Department within NHS...
-
Financial Operations Coordinator
3 days ago
Aberdeen, Aberdeen City, United Kingdom oilandgas Full timeWe are seeking a highly skilled Financial Operations Coordinator to join our team in Aberdeen.This is an exciting opportunity to work in a dynamic and fast-paced environment, processing payrolls and providing exceptional support to our employees.Key Responsibilities:Process weekly payrolls across multiple sites and contractual agreements.Manage and maintain...
-
Senior Financial Project Coordinator
5 days ago
Aberdeen, Aberdeen City, United Kingdom First Recruitment Group - IT Full timeOverview">We are seeking a Senior Financial Project Coordinator to join our team at First Recruitment Group - IT. This role will involve monitoring the on-going financial performance of each job by preparing monthly project accounts, forecasts, and budgets.">Key Responsibilities">">Monitor the on-going financial performance of each job.">Prepare monthly...
-
Mental Health Services Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom NHS National Services Scotland Full timeWe are recruiting for a Mental Health Services Coordinator to join our team at NHS National Services Scotland. This is an exciting opportunity for a skilled practitioner to contribute to the delivery of high-quality mental health services in our communities.The successful candidate will be responsible for managing a caseload of patients and working closely...
-
Food Service Coordinator
5 days ago
Aberdeen, Aberdeen City, United Kingdom Marriott International Full timeJob Title: Food Service CoordinatorWe are seeking a highly organized Food Service Coordinator to join our team at Marriott International. As a Food Service Coordinator, you will be responsible for coordinating the preparation and service of high-quality food to our guests.The estimated salary for this position is $40,000 - $50,000 per year, depending on...
-
Financial Services Administrator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeWe are looking for a skilled Financial Services Administrator to support our Financial Planners at JohnstonGreer Ltd. The ideal candidate will have experience in administrative roles within the financial services industry.The Financial Services Administrator will be responsible for preparing for client meetings, following up on action points, and processing...