Financial Services Coordinator
7 days ago
This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. Key responsibilities include Suitability Report Preparation, Compliance and Record Maintenance, and Client Service and Support.
Suitability Report Preparation:
Prepare high-quality suitability reports for clients. Ensure all reports are accurate and meet regulatory requirements.
Compliance and Record Maintenance:
Maintain accurate records of client interactions and reports. Ensure all documents are up-to-date and compliant with regulations.
Client Service and Support:
Assist in managing client inquiries and provide excellent customer service. Work closely with the administrative team to ensure smooth communication and efficient service.
We estimate this role comes with an annual salary around £30,000 depending on experience.
-
Financial Services Coordinator
2 weeks ago
Leeds, Leeds, United Kingdom Page Personnel Sales Full timeJoin Our Team as a Financial Services CoordinatorWe are a leading global Financial Services company looking for a highly skilled Financial Services Coordinator. As a member of our team, you will be responsible for providing excellent customer support, maintaining client databases, collaborating with other teams, and ensuring client satisfaction. This is a...
-
Financial Services Coordinator
2 weeks ago
Leeds, Leeds, United Kingdom Eversheds Sutherland (International) LLP Full timeJob Summary:We are seeking an experienced Financial Services Coordinator to join our team at Eversheds Sutherland (International) LLP. As a key member of the financial services department, you will be responsible for providing high-quality support to the billing and revenue management teams. This is an excellent opportunity to work with a global law firm and...
-
Financial Services Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Leeds City Council Full timeJob Title: Financial Services CoordinatorAbout Us:We are a local authority committed to providing excellent services to our community. Our Central Payments Services team is responsible for processing invoices, managing payments, and ensuring that our suppliers receive timely and accurate payments.Salary and Benefits:The salary for this role is estimated at...
-
Financial Services Coordinator
5 days ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAre you passionate about delivering exceptional client experiences and contributing to the growth of a leading integrated wealth management and professional services group? As a Financial Services Coordinator at Evelyn Partners Fund Solutions Limited, you will play a vital role in providing proactive support to our Account Services team, ensuring seamless...
-
Senior Financial Services Coordinator
2 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Full timeAre you looking for a challenging and rewarding career in financial services? As a Senior Financial Services Coordinator with IDEX Consulting, you will play a crucial role in supporting our wealth management team. You will work closely with our experienced financial planners to deliver exceptional client outcomes and build strong relationships with our...
-
Financial Services Associate
4 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the RoleWe are seeking an experienced Customer Solutions Expert to join our team at Lowell Financial Ltd.Key ResponsibilitiesSupport customers through various stages of the debt recovery process.Provide empathetic and professional service to meet customer needs.Meet targets and contribute to the team's success.What You'll GetA starting salary from...
-
Financial Services Career Opportunities
3 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout UsWe're on a mission to make credit work better for everyone. Our goal is to provide affordable solutions to individuals facing financial challenges. We strive to deliver exceptional customer experiences and foster a collaborative environment where our employees can grow and develop their skills.Job SummaryThis role offers an exciting opportunity to...
-
Financial Opportunity Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Doing good leeds Full timeCompany Overview: Doing Good Leeds is a community project that aims to make a positive impact on the lives of its clients. Our mission is to provide support and resources to help individuals achieve their financial goals.Job Description: As a Financial Opportunity Coordinator, you will play a vital role in helping our clients maximize their income. This...
-
Financial Services Administrator
5 days ago
Leeds, Leeds, United Kingdom Lucy Walker Recruitment Full timeLucy Walker Recruitment is seeking a talented Financial Services Administrator to join our team. In this role, you will be responsible for providing administrative support to our accounting team, ensuring accurate financial records and timely payments.About the RoleThis is a dynamic role that requires a strong understanding of financial concepts and...
-
Financial Operations Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Howard Civil Engineering Limited Full timeJob SummaryWe are seeking a highly skilled Financial Operations Coordinator to join our team at Howard Civil Engineering Limited.In this role, you will be responsible for maintaining our fixed asset register, balancing our accounts, and producing trial balances.You will also oversee the purchase ledger function and ensure accuracy in our financial reporting.
-
Service Delivery Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob Title: Service Delivery CoordinatorWe are seeking an experienced Service Delivery Coordinator to join our Account Services team at Evelyn Partners Fund Solutions Limited.As a key member of the team, you will be responsible for providing exceptional customer service to external financial advisers by telephone and email. Your primary objective will be to...
-
Financial Operations Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Headstar Full timeAre you an ambitious candidate eager to gain some experience in financial operations?About UsHeadstar is a thriving business environment that offers opportunities for professional development.Job DescriptionWe are seeking a Financial Operations Coordinator to assist with budget preparation, balance sheet reconciliation, and reporting. You will work closely...
-
Operations Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Hoerbiger Full timeHoerbiger UK & IEP is seeking an experienced Operations Coordinator to support our business services team. The ideal candidate will have excellent communication skills, proficiency in MS Office Suite, and strong numeracy and literacy skills.About the RoleThe Operations Coordinator will play a key role in managing daily operations, ensuring efficient and...
-
Financial Assistance Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Citizens Advice BANES Full timeJob OverviewCitizens Advice BANES is seeking a skilled Financial Assistance Coordinator to join our team. In this crucial role, you will be responsible for guiding clients through the benefits application process, ensuring they receive the necessary support to achieve financial stability.Key ResponsibilitiesDeliver exceptional customer service, providing...
-
Financial Services Coordinator
2 weeks ago
Leeds, Leeds, United Kingdom IQVIA Argentina Full timeJob DescriptionThis is an exciting opportunity to join a dynamic team as an Administrative Support Specialist. Your primary responsibilities will include:ResponsibilitiesPurchase Order Processing: You will be responsible for managing purchase orders for all business units, ensuring timely and accurate processing.Event Planning: You will assist in planning...
-
Financial Performance Manager
3 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Performance Manager to lead our Legal Recoveries team. As a key member of our management team, you will be responsible for driving team performance and ensuring we meet our targets and KPIs.Salary and BenefitsA competitive salary is on offer, including a discretionary annual bonus for outstanding...
-
Business Support and Financial Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Leeds Bread Co-op Full timeAbout the RoleWe are seeking a highly organized and empathetic Business Support and Financial Coordinator to join our team at Leeds Bread Co-op. This exciting opportunity has arisen to support the development of our Direct Payments and Personal Assistant Support Hub in Leeds.As a Business Support and Financial Coordinator, you will be responsible for leading...
-
Financial Coordinator
5 days ago
Leeds, Leeds, United Kingdom Lucy Walker Recruitment Full timeJob OverviewWe are recruiting for a part-time Accounts Payable Coordinator to join the Finance team of a global leader in the FMCG sector. This is an exciting opportunity for a permanent role with flexibility, offering 30 hours per week that can be spread over four or five days.Our client has a strong commitment to excellence and a renowned reputation for...
-
Financial Services Coordinator
2 weeks ago
Leeds, Leeds, United Kingdom AWM Limited Full timeSeeking an Experienced Payroll ProfessionalWe are looking for an experienced Payroll Professional to join our team on a 9-month fixed-term contract. This role will involve working on various projects related to pension and payroll benefits.Responsibilities:Process payroll data with precision.Enter new employees onto the payroll system.Organize and maintain...
-
Senior Electrical Project Coordinator
2 weeks ago
Leeds, Leeds, United Kingdom Pennine Refrigeration Services Ltd Full timeElectrical Project Coordinator RolePennine Refrigeration Services Ltd is recruiting for a Senior Electrical Project Coordinator to support the expansion of our contracting team. As a Senior Electrical Project Coordinator, you will be responsible for managing electrical projects, producing quotations, and overseeing project execution.Key...