Financial Services Coordinator
4 weeks ago
We are seeking a highly organized and proactive Financial Services Administrator to provide support to our Financial Advisers and Paraplanning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our wealth management practice.
Key Responsibilities:- Provide administrative support to the adviser team, ensuring an efficient and smooth service
- Data gathering and preparation of fact finding documents for financial planning meetings
- Ensure client records and Fact Finds are kept updated on our back office system
- Provider platforms - logging on to process applications and track progress
- Preparation of comprehensive financial plan / cash flow forecasts
- New business submissions - ensuring new business is recorded correctly on our back office system
- Organized with the ability to multi-task
- Working knowledge of the regulated Financial Services Industry
- Previously worked in a Financial Services admin role so have some familiarity with the terms used
- Highly competent user of Microsoft Word, Excel & Outlook
We offer a generous basic package and the support to develop your skills and further your career in a forward-thinking and innovative firm. If you are a motivated and detail-oriented individual looking for a new challenge, please apply.
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Senior Financial Analyst
2 months ago
Uxbridge, United Kingdom financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Senior Financial Analyst to join our team as a Financial Advisor. As a key member of our finance team, you will be responsible for:Preparing Consolidated Financial Statements: Ensure accurate and timely preparation of consolidated financial statements, including balance sheets, income statements, and cash...
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Sales and Customer Service Coordinator
2 weeks ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeKey ResponsibilitiesAs a Sales and Customer Service Coordinator, you will play a vital role in the day-to-day management of our customer service function. Your duties will include:Providing exceptional customer service and support to our clientsManaging incoming telephone calls and responding to customer enquiries in a timely and professional...
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Financial Operations Coordinator
2 weeks ago
Uxbridge, United Kingdom Brunel University London Full timeBrunel University London is seeking a highly organized and detail-oriented Financial Operations Coordinator to join their team. The successful candidate will be responsible for managing the administration of insurance activities on behalf of the University, including assisting with insurance programme renewal, providing information to internal stakeholders,...
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Senior Financial Professional
2 weeks ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeAre you a seasoned Senior Accountant looking for a new challenge? We have an exciting opportunity for a Senior Financial Professional to join our team at Burton Bolton & Rose Recruitment Services Ltd.Key Responsibilities:Manage a portfolio of clients and ensure their accounting and audit needs are metSupervise and review junior staff output on audit...
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Logistics Coordinator
2 months ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeThis esteemed local business, Burton Bolton & Rose Recruitment Services Ltd, seeks a dedicated Logistics Coordinator to join their established team where your skills and experience will be fully utilised and valued.Key Responsibilities:Provide extensive support in the Logistics Department and assist with day-to-day administrative tasks, ensuring seamless...
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Logistics Coordinator
2 months ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeThis esteemed local business, Burton Bolton & Rose Recruitment Services Ltd, seeks a dedicated Logistics Coordinator to join their established team where your skills and experience will be fully utilised and valued.Key Responsibilities:Provide extensive support in the Logistics Department and assist with day-to-day administrative tasks, ensuring seamless...
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Sales and Customer Service Coordinator
2 weeks ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeThis role as a Sales Administrator for a local organisation will suit a candidate who is a big fish in a small sea.Key Responsibilities:Assist the Director with the day-to-day management of the customer service function, ensuring seamless communication with customers.Manage incoming telephone calls and respond to a wide range of customer enquiries in a...
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Sales Coordinator
6 days ago
Uxbridge, United Kingdom Sheridan Ward Recruitment Services Limited Full timeWe are seeking a highly organized Sales Coordinator to support our sales team in Uxbridge. The ideal candidate will have experience in processing orders, managing orders through to delivery, monitoring stock levels, and updating systems.Key Responsibilities:Process orders in a timely and efficient mannerManage orders through to delivery, ensuring customer...
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Senior Accountant
2 months ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeJob DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Burton Bolton & Rose Recruitment Services Ltd.The successful candidate will be responsible for:Organising and managing all accounting and audit assignments for our clients, ensuring timely and accurate completion of tasks.Supervising and reviewing junior staff output on...
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Senior Accountant
2 months ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeJob DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Burton Bolton & Rose Recruitment Services Ltd.The successful candidate will be responsible for:Organising and managing all accounting and audit assignments for our clients, ensuring timely and accurate completion of tasks.Supervising and reviewing junior staff output on...
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Service Coordinator
5 months ago
Uxbridge, United Kingdom Canon Full timeCanon UK are looking for talented people to join us at an exciting time for our business, as we enter into a period of accelerated growth and development. Do you have the skills and aptitude we’re looking for? Are you looking for a new challenge? Do you want to work for an organisation that values your contribution and rewards you accordingly? If the...
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Financial Services Administrator
4 weeks ago
Uxbridge, United Kingdom Brevere Group Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will play a vital role in ensuring the smooth delivery of our services to our high net worth clients.Your primary...
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Financial Services Administrator
4 weeks ago
Uxbridge, United Kingdom Brevere Group Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will play a vital role in ensuring the smooth delivery of our services to our high net worth clients.Your primary...
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Financial Services Business Analyst
1 month ago
Uxbridge, United Kingdom Pepper Advantage Full timeJob Title: Commercial Loan Servicing Business AnalystWe are seeking a highly skilled Commercial Loan Servicing Business Analyst to join our team at Pepper Advantage. As a key member of our operations team, you will play a critical role in ensuring the smooth delivery of our commercial loan servicing services.Key Responsibilities:Develop and maintain a deep...
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Financial Services Business Analyst
1 month ago
Uxbridge, United Kingdom Pepper Advantage Full timeJob Title: Commercial Loan Servicing Business AnalystWe are seeking a highly skilled Commercial Loan Servicing Business Analyst to join our team at Pepper Advantage. As a key member of our operations team, you will play a critical role in ensuring the smooth delivery of our commercial loan servicing services.Key Responsibilities:Develop and maintain a deep...
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Financial Services Coordinator
2 months ago
Uxbridge, United Kingdom London Borough of Hillingdon Full timeAbout UsThe London Borough of Hillingdon is a dynamic and ambitious organization committed to delivering exceptional services to its residents, businesses, and partners. Our vision is to create a thriving community where everyone can thrive, and we're seeking a talented individual to join our Finance Team as a Finance Support Officer - SEND Team.What We DoAs...
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Financial Services Coordinator
2 months ago
Uxbridge, United Kingdom London Borough of Hillingdon Full timeAbout UsThe London Borough of Hillingdon is a dynamic and ambitious organization committed to delivering exceptional services to its residents, businesses, and partners. Our vision is to create a thriving community where everyone can thrive, and we're seeking a talented individual to join our Finance Team as a Finance Support Officer - SEND Team.What We DoAs...
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Financial Services Administrator
3 weeks ago
Uxbridge, United Kingdom Brevere Group Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will play a vital role in ensuring the smooth delivery of our fee-based advice services to high net worth clients.Your...
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Financial Services Administrator
3 weeks ago
Uxbridge, United Kingdom Brevere Group Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will play a vital role in ensuring the smooth delivery of our fee-based advice services to high net worth clients.Your...
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Project Coordinator
3 weeks ago
Uxbridge, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeProject Coordinator OpportunityWe are seeking an experienced Project Coordinator to join our team at Burton Bolton & Rose Recruitment Services Ltd.Key Responsibilities:Collaborate with the Chief of Staff to coordinate strategic change management projects.Develop and maintain project plans to identify key milestones and resources.Coordinate project...