Financial Services Coordinator
1 week ago
Time Appointments is seeking a skilled Financial Services Administrator to support their team in Colchester. As a key member of the firm, you will provide efficient, compliant, and comprehensive technical and administrative support to the Financial Consultants. Your responsibilities will include processing premium payments, answering phone calls, and maintaining accurate client records. You will also be responsible for creating new files, preparing illustrations for products, and liaising with third parties to obtain client valuations. Additionally, you will assist the financial advice team in preparing suitability reports and ensuring compliance procedures are adhered to. To be successful in this role, you will require a minimum of 2 years IFA Administration experience, a high degree of accuracy, and excellent organisational and planning skills. You will also need to have strong IT skills, including the use of MS Word, Excel, and Outlook. In return, you will receive a range of benefits, including a health and wellbeing programme, company events, and enhanced maternity and paternity leave. If you are a driven and detail-oriented individual with a 'can-do' attitude, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
4 weeks ago
Colchester, Essex, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our Financial Services team as a Financial Services Coordinator. This is an exciting opportunity to work in a dynamic and supportive environment, contributing to the smooth operation of our financial processes.Key ResponsibilitiesSupport the day-to-day management and ongoing...
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Financial Administrator
7 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
7 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
10 hours ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunitySalary: £30,000 - £35,000 study support plus excellent benefits & hybrid workingOur client, a forward-thinking and growing Financial Divisions company, is seeking a Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a Financial Administrator, you will work closely with the...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Services Coordinator
4 weeks ago
Colchester, Essex, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our Financial Services team as a Financial Services Coordinator. This is an exciting opportunity to work in a dynamic and supportive environment, contributing to the smooth operation of our financial processes.Key ResponsibilitiesSupport the day-to-day management and ongoing...
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Financial Administrator
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...
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Financial Administrator
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...
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Financial Administrator
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...
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Financial Administrator
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...
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Financial Administrator
4 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in their daily tasks.Key Responsibilities:Prepare suitability reports and documentation for our Financial...
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Financial Administrator
4 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in their daily tasks.Key Responsibilities:Prepare suitability reports and documentation for our Financial...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...
