Senior Financial Coordinator Role
2 days ago
- Build strong relationships with clients, ensuring trust and confidence through exceptional communication skills.
- Manage diaries and coordinate client appointments, ensuring Financial Planners are prepared for meetings.
- Maintain accurate records of client data, including Fact Finds and soft facts.
- Issue documentation in line with company procedures, considering Data Protection elements.
- Contact clients via phone/email to chase outstanding requirements, ensuring processing of advice is not delayed.
- Support Financial Planners in directing queries to relevant teams, ensuring seamless client service.
- Escalate client complaints and breaches immediately to management/compliance.
- Maintain comprehensive client information in back-office systems.
A competitive salary of £40,000-£55,000 per annum is being offered, along with a company bonus, private medical insurance, employee assistance program, private pension, and discretionary annual bonus up to 10% of salary. You will also enjoy 28 days holiday plus Bank Holidays and a hybrid/remote working arrangement.
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Senior Financial Support
2 days ago
Sevenoaks, Kent, United Kingdom Financial Divisions Full timeFinancial Divisions seeks a seasoned Senior Financial Support professional to bolster their team. As a key figure, you will contribute significantly to delivering exceptional service to clients by providing expert support to financial advisors. In this capacity, you will draw upon your extensive knowledge of financial planning, pensions, investments, and...
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Financial Planner Senior
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Senior Financial Services Consultant
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Financial Administrator Role
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Chartered Financial Planning Specialist
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Senior Contracts Coordinator
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Senior Finance Coordinator
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and experienced Chartered IFA Paraplanner to join our team at Financial Divisions.About the RoleAs a key member of our financial planning team, you will be responsible for conducting in-depth research to meet clients\' financial needs and objectives.You will also be involved in understanding investment portfolio...
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Senior Financial Planning Expert
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Head of Governance
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Sevenoaks, Kent, United Kingdom Michael Page (UK) Full timeMichael Page (UK) is seeking an experienced Senior Financial Planning and Analysis Manager to join their team. This 6-month Fixed Term Contract role offers a unique opportunity to drive strategic planning processes, financial modeling, and reporting.Key Responsibilities:Develop and maintain accurate financial models to support business...
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Sevenoaks, Kent, United Kingdom FM Conway Full timeFM Conway is a leading provider of innovative transportation solutions, with over 60 years of experience in creating sustainable and effective infrastructure.The estimated salary for this role is £25,000 - £30,000 per annum, depending on experience.About the RoleWe are seeking an experienced Senior Administrative Coordinator to support our Bids division in...
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Financial Services Coordinator
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Sevenoaks, Kent, United Kingdom KHR Recruitment Specialists Full timeJob SummaryWe are seeking a highly organized and communicative Financial Administrator to support our team in Kemsing, Kent.This role offers an annual salary of £31,100 based on the midpoint of the advertised range. Key responsibilities include managing the purchase ledger using Sage software, handling incoming calls and inquiries, and maintaining and...
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Senior Financial Analyst
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Paraplanning Specialist
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Property Servicing Coordinator
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Strategic Financial Planning Lead
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Financial Operations Specialist
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