Comprehensive Financial Services Coordinator

15 hours ago


Hereford, Herefordshire, United Kingdom Kingfurness & Associates Full time

As a senior member of the Kingfurness & Associates team, you will play a vital role in delivering top-notch financial planning services to our clients.

We're looking for an experienced Paraplanner with a strong background in financial services, capable of navigating complex technical information, communicating effectively with clients, and staying abreast of industry developments.

Your responsibilities will include:

  • Collaborating with our Financial Planners to deliver tailored solutions to clients.
  • Maintaining detailed records of client interactions, meeting milestones, and achieving project goals.
  • Enhancing your expertise through continuous learning, workshops, and conferences.
  • Utilising industry-leading software to streamline workflows, ensure accuracy, and boost productivity.

Our competitive package includes:

  • A salary between £32,000 and £45,000 per annum, based on experience.
  • A comprehensive benefits programme, featuring 25 days' annual leave, flexible working arrangements, and access to cutting-edge training resources.


  • Hereford, Herefordshire, United Kingdom Hire Recruitment Ltd Full time

    Job Title: Financial Project CoordinatorDescription:We are seeking a highly skilled Financial Project Coordinator to join our team at Hire Recruitment Ltd. As a Financial Project Coordinator, you will play a vital role in managing the financial aspects of diverse projects.About the Role:The successful candidate will be responsible for working closely with...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking a Financial Services Advisor to join our team.About the RoleThis is an exciting opportunity to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing expert advice on financial planning and estate...


  • Hereford, Herefordshire, United Kingdom Sodexo Full time

    We are seeking a Estates Service Coordinator to join our team at Sodexo. In this role, you will play a vital part in ensuring the smooth operation of our estates service at Hereford Hospital.As a Lifecycle Project Manager, your primary responsibility will be to manage various facilities projects, ensuring they are delivered on time, within budget, and to the...


  • Hereford, Herefordshire, United Kingdom The Priory Full time

    We are looking for a highly organized and detail-oriented individual to fill the role of Domestic Services Coordinator at The Priory Group. This is a fantastic opportunity to work in a fast-paced environment where you will be responsible for coordinating daily cleaning operations, managing cleaning supplies, and reporting maintenance issues.Key...


  • Hereford, Herefordshire, United Kingdom We Manage Jobs(WMJobs) Full time

    Career Advancement Opportunities for Social WorkersWe Manage Jobs (WMJobs) is seeking an exceptional Family Service Coordinator to join our dedicated team in Herefordshire. In this permanent position, you will play a vital role in supporting families and children through our Restorative Journey of Improvement. A relocation package of up to £10,000 is...


  • Hereford, Herefordshire, United Kingdom CV-Library Full time

    Safeguarding Services Coordinators at CV-Library are dedicated professionals who make a real difference in the lives of vulnerable children and families. In this role, you will work closely with colleagues from Health, Education, and Police to identify and respond to potential risks, developing and implementing effective intervention plans to ensure the best...


  • Hereford, Herefordshire, United Kingdom Sodexo Full time

    About Our TeamSodexo is committed to providing excellent service and support to our clients, including Aylestone High School. We are looking for a highly motivated and organized individual to join our team as a Kitchen Operations Coordinator.Job DescriptionCoordinate the preparation and presentation of meals for the school team and pupils.Develop and...

  • Financial Director

    3 weeks ago


    Hereford, Herefordshire, United Kingdom Rockfield Specialist Recruitment Full time

    Rockfield Specialist Recruitment is seeking a highly skilled Financial Director to join their Senior Management Team. This exciting opportunity will appeal to experienced professionals looking for a challenging role in a growing business.The estimated salary for this position is £80,000 - £120,000 per annum, depending on experience. As the Head of Finance,...


  • Hereford, Herefordshire, United Kingdom Venatu Recruitment Group Full time

    Job Title: Service Department CoordinatorEstimated Salary: £30,000 - £38,000 per annumWe are seeking an experienced coordinator to join our service department in Herefordshire. As a key member of the team, you will be responsible for coordinating daily activities, managing stock, and maintaining accurate records. This is an excellent opportunity to work in...


  • Hereford, Herefordshire, United Kingdom The University of Maryland Medical System Full time

    At The University of Maryland Medical System, we seek a Comprehensive Primary Care Specialist to provide exceptional patient care. With an estimated annual salary of $120,000, this role is responsible for delivering total care to patients using a team-oriented approach. Our comprehensive care services involve performing routine check-ups, managing chronic...


  • Hereford, Herefordshire, United Kingdom CV-Library Full time

    Legal Services CoordinatorWe are looking for a highly organized and motivated individual to join our legal firm as a Legal Services Coordinator in the Family Department.This is an exciting opportunity for a proactive professional to work alongside experienced lawyers who are committed to delivering exceptional results.Key Accountabilities:To coordinate the...


  • Hereford, Herefordshire, United Kingdom GTAccess, Ltd. Full time

    Support Services Coordinator Job Summary:We are seeking an experienced Support Services Coordinator to join our team in Hereford. The successful candidate will be responsible for managing office supplies and inventory, handling incoming calls and emails, and providing general administrative support to team members.Key Responsibilities:Manage office supplies...


  • Hereford, Herefordshire, United Kingdom Tilbury Douglas Full time

    **Role Summary**This is an exciting opportunity to join our team as a Commercial Project Manager at Tilbury Douglas. As a key member of our commercial department, you will be responsible for driving the financial success of construction projects across various sectors.Key Responsibilities:Coordinating with the Regional Director/Manager and Managing...


  • Hereford, Herefordshire, United Kingdom Montezuma Winery Llc Full time

    Job DescriptionWe are seeking an experienced Financial Services Director to join our team at Montezuma Winery Llc. The successful candidate will be responsible for overseeing the entire credit lifecycle, from application to closure.The ideal candidate will have a strong background in finance and credit analysis, with excellent communication and leadership...


  • Hereford, Herefordshire, United Kingdom NHS Full time

    The Community Services Coordinator is a key role within our Clinical Decision Making (CDM) team at Wye Valley NHS Trust. As a coordinator, you will be responsible for supporting the clinical decision making process and ensuring that referrals are managed efficiently and effectively.Your primary responsibilities will include:Managing referrals and ensuring...


  • Hereford, Herefordshire, United Kingdom Herefordshire Council Full time

    We are seeking a skilled and motivated individual to join our team as a Support Services Coordinator for the HAF Programme. This role involves providing support to the coordination and administrative functions of the programme, working closely with schools, voluntary sector groups, and community organisations to expand capacity and enhance programme...


  • Hereford, Herefordshire, United Kingdom Austin Fraser Full time

    Job OverviewA challenging and rewarding opportunity has arisen for a skilled individual to join our team as a Financial Services Specialist. In this role, you will be responsible for managing pension administration duties, working closely with senior advisors to deliver high-quality results.About the RoleThis is a hybrid position, requiring one day per week...


  • Hereford, Herefordshire, United Kingdom Heat Recruitment Full time

    We are seeking a highly skilled Financial Services Manager to join our team in the South West of England.The successful candidate will be responsible for managing and advising on a book of discretionary, advisory, managed and XO client investment portfolios.This is an excellent opportunity for a goal-orientated individual with a solid background as a UK...


  • Hereford, Herefordshire, United Kingdom Thera Trust Full time

    Job OverviewThis Support Services Coordinator role is an exciting opportunity to work with people with a learning disability, providing emotional support, personal care, and helping them develop new skills. Our team works closely together to ensure that each individual receives the highest quality of care and support.


  • Hereford, Herefordshire, United Kingdom IDEX Consulting Full time

    Located in the picturesque towns of Cheltenham or Hereford, IDEX Consulting seeks a skilled Pensions Paraplanner to join their team. With offices across the country, this financial planning firm specializes in delivering premium services to high net-worth clients.Job SummaryThis is an exciting opportunity for a Level 4 Diploma qualified individual to utilize...