Senior Financial Services Coordinator

3 days ago


Yorkshire and The Humber, United Kingdom NJR Recruitment Full time
Key Responsibilities

The Financial Planning Administrator will play a crucial role in supporting the team with administrative tasks.

Responsibilities include processing new business applications, creating client valuations and illustrations, and chasing letters of authority.

You will also be responsible for liaising with product providers and third parties, preparing pre-meeting documentation, and diary management.

Excellent communication skills are required, and you should be able to present yourself professionally and communicate effectively with HNW individuals.



  • The Rookery, United Kingdom Mobilize Financial Services Full time

    The new business Underwriter will demonstrate excellent attention to detail and will be the proactive point of contact between the Dealer Operations department, Network Funding , Dealer Account Managers and the Dealer Network.Ensuring new business applications are assessed in a timely, accurate manner.Support the development of Alliance manufacturer dealer...


  • Yorkshire and The Humber, United Kingdom Ad Warrior Full time

    At Ad Warrior, we are seeking a highly skilled Senior Financial Accountant to join our team. This is a rewarding role that offers the opportunity to work closely with senior finance leaders to achieve outstanding results for our students through robust financial strategy and practice.The successful candidate will have proven experience in financial planning...


  • Yorkshire and The Humber, United Kingdom IPS Group Full time

    Job OverviewWe are seeking an experienced Financial Auditor Senior to join our team in Doncaster. As a key member of our audit department, you will be responsible for planning and executing audits, supervising staff, and communicating with clients.


  • Yorkshire and The Humber, United Kingdom KD Recruitment Limited Full time

    Job DescriptionPlease consider a challenging role as a Senior Financial Accountant at a reputable Accountancy Practice in the York region. This position involves working autonomously with a range of clients across various sectors.You will be responsible for preparing financial reports, filing VAT returns, and bookkeeping for clients in the agricultural...


  • Yorkshire and The Humber, United Kingdom S1R Limited (Trading as Staff One) Full time

    **Job Title:** Respite Service Deputy Coordinator**Company Overview:S1R Limited (Trading as Staff One) is seeking a highly motivated and organized Respite Service Deputy Coordinator to join our team. As a key member of our operations team, you will be responsible for supporting the Registered Manager in the day-to-day management of our respite services,...


  • Yorkshire and The Humber, United Kingdom ATA Recruitment Full time

    Job Title: Senior Electrical Site CoordinatorAbout the Job:The Senior Electrical Site Coordinator will be responsible for overseeing safety processes, including risk assessments, method statements (RAMS), housekeeping, permits, isolations, and liaising with maintenance teams. This is an excellent opportunity to work with a leading global provider of...


  • Yorkshire and The Humber, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is working with a leading Financial Services Practice to find an ambitious and experienced Financial Planning Administrator.This role involves direct administration support for a small team of senior Financial Planners who advise clients on pensions, investments, and protection products.The successful candidate will be responsible...


  • Yorkshire and The Humber, United Kingdom Schoen Clinic UK Ltd Full time

    Schoen Clinic UK Ltd is committed to providing exceptional patient care, and we need a skilled Food Service Coordinator to help us achieve this goal. As a key member of our catering team, you will ensure that all meals are prepared and served safely, meeting the unique needs of our patients.Job Requirements:Experience: At least 2 years of experience in food...


  • Yorkshire and The Humber, United Kingdom KD Recruitment Limited Full time

    Accounts Senior Role in a Growing Accountancy PracticeWe are seeking an experienced Accounts Senior to join our team in a growing Scarborough accountancy practice. This role focuses on health and wellbeing, training, and development with a commitment to inclusivity.About the RoleThis is a full-time position working 37.5 hours a week, Monday to Friday, with...


  • The Rookery, United Kingdom Mobilize Financial Services Full time

    Join our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations.Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm's Nominated Officer.What will you do: Act as the Financial Crime...


  • The Rookery, United Kingdom Mobilize Financial Services Full time

    Job Description Join our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations.Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm's Nominated Officer.What will you do: Act as the...


  • Yorkshire and The Humber, United Kingdom Talent84 Ltd Full time

    Job Summary:Talent84 Ltd is seeking a highly skilled Deputy Project Manager to join its well-respected Construction Team in the UK.The ideal candidate will have a minimum of 3-5 years of construction experience, with a proven ability to manage teams, coordinate subcontractors, and oversee site operations. A degree in construction management, engineering, or...


  • Yorkshire and The Humber, United Kingdom Corecruitment International Full time

    Job DescriptionSenior Accounting Professional, Luxury Hotel, North YorkshireThe Financial Controller will work closely with the General Manager to shape the finance strategy, focusing on maximizing revenue and controlling costs.Key responsibilities include preparing reports, forecasting, managing P&L accounts, and overseeing budgets. The ideal candidate...


  • Yorkshire and The Humber, United Kingdom Consortium Professional Recruitment Full time

    Job DescriptionThe successful candidate will be responsible for providing comprehensive administrative support to our commercial team. This includes answering phones, responding to emails, and maintaining accurate records.Main ResponsibilitiesManage daily administrative tasks, including data entry and record-keeping.Prepare and distribute reports, documents,...


  • Yorkshire and The Humber, United Kingdom Ad Warrior Full time

    Role OverviewThe Personal Development Coordinator plays a pivotal role in shaping the educational experience of college learners. As a key member of the Student Support and Safeguarding team, this position requires an individual who is passionate about fostering personal growth and development.Situated at Rotherham College, part of the RNN Group, the...


  • Yorkshire and The Humber, United Kingdom Ad Warrior Full time

    We are looking for a highly motivated and proactive finance professional to join our team as a Senior Financial Accountant. This is an exciting opportunity to play a key part in securing the financial stability of our organisation, one of the four pillars of our strategic plan.The successful candidate will have a strong understanding of accounting principles...


  • Yorkshire and The Humber, United Kingdom Rainford Berry Full time

    Job OverviewA highly respected Commercial Finance Manager is required to join Rainford Berry, a leading Interior Fit Out, Manufacturing and Logistics business operating across the UK.The role will involve overseeing the finance team in the group's logistics operation and working closely with the Group Financial Controller and Group Financial Director.Key...


  • Yorkshire And The Humber, United Kingdom IDEX Consulting Ltd Full time

    **IDEX Consulting Ltd - Financial Planner Role Summary**We are seeking a highly skilled Financial Planner to join our busy team in Yorkshire. As a key member of the business, you will have autonomy and freedom to manage your own diary, providing face-to-face meetings with clients across the region.This is an excellent opportunity for someone who has achieved...


  • The Rookery, United Kingdom Mobilize Financial Services Full time

    Reporting to the Head of Department, you will join a small specialist team of advisors and case handlers, handling complaints and enquiries from customers, Claims Management Companies, and Law firms relating to motor finance commission.You will administer all tasks accurately and within defined timescales to ensure regulatory compliance.You will work closely...


  • Yorkshire and The Humber, United Kingdom Applied Power Engineering Full time

    Job OverviewBecome a pivotal part of our dynamic team driving innovative energy solutions as a Service and Engineering Works Coordinator at Applied Power Engineering.We are an established business providing comprehensive power generation and emergency back-up systems to top companies.Ongoing growth driven by our evolving strategy presents an exciting...