Financial Services Coordinator
3 weeks ago
We are seeking a highly motivated and organized Financial Services Coordinator to join our team at The Recruitment Council.
The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client services.
About the Role- Ensure seamless new business implementation and policy renewal processes.
- Prepare and manage investment review appointments, load new/existing business policies, and maintain CRM system accuracy.
- Capture and record essential data, gather policy information, and provide reception duties.
- Implement marketing plans to drive growth and expansion.
- A completed BCom Degree, preferably in Information Systems, Analytics, and Investment Planning/Risk Management, or BCom (Economics).
- 0-2 years of experience in the financial services industry.
- Proficiency in spoken and written English and one other official South African language.
- Highly competent in MS Office, particularly Excel and PowerPoint.
Estimated Salary: R250,000 - R300,000 per annum.
What We OfferA dynamic work environment, opportunities for growth and development, and a competitive salary package.
-
Financial Services Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Services Coordinator Job OpportunityEvelyn Partners Fund Solutions Limited is recruiting a Financial Services Coordinator to support the smooth operation of our financial services team in Glasgow. As a key member of our organization, you will be responsible for delivering high-quality administrative support and ensuring efficient day-to-day...
-
Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading provider of financial and professional services, dedicated to helping individuals, families, and businesses achieve their goals. With over 186 years of experience, we offer a wide range of services, from wealth management to professional consulting. Our team is passionate about delivering exceptional...
-
Financial Services Coordinator
2 months ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be...
-
Financial Services Coordinator
1 month ago
Glasgow, Glasgow City, United Kingdom Belron Full timeWe are seeking a highly motivated Financial Services Coordinator to join our team at Belron International Limited.About the RoleThis exciting opportunity has arisen for a talented individual to work in a dynamic and collaborative environment. As a Financial Services Coordinator, you will play a vital role in ensuring the smooth operation of our financial...
-
Financial Services Coordinator
1 month ago
Glasgow, Glasgow City, United Kingdom Orega Full timeJob Title: Financial Services Coordinator">We are seeking a highly skilled Financial Services Coordinator to join our team at Orega. As a key member of our customer-facing staff, you will be responsible for providing top-notch service to our clients and visitors. This role requires a friendly and proactive individual with a 'nothing is too much trouble'...
-
Operations Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob OverviewEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group. We are seeking a highly organized and detail-focused Operations Coordinator - Financial Services to join our team in Glasgow.About the CompanyOur company has over 186 years of experience in helping generations of people and businesses...
-
Financial Services Consultant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers, a UK-based advisory business, is dedicated to helping individuals with their financial planning needs. Our commitment to exceptional service has earned us a reputation as one of the industry's top advisory businesses.We believe in face-to-face interactions and have a large team of advisers across the UK, including Scotland and...
-
Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom The Recruitment Council Full timeLooking for a career in wealth management? The Recruitment Council is seeking a highly skilled and motivated Financial Services Coordinator to join our team.The ideal candidate will be responsible for office management, interacting with clients by managing relationships and providing client services. Key responsibilities include:Ensuring new business...
-
Financial Services Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeBecome a Key Player in Our Financial Services TeamWe are looking for a highly skilled Financial Services Coordinator (Transfer In) to join our team at Evelyn Partners Fund Solutions Limited. This is a full-time position based in Glasgow, with a 12-month fixed-term contract.Evelyn Partners is a leading provider of financial and professional services, with a...
-
Financial Services Professional
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeRole OverviewThe role of a Financial Advisor at Quilter Financial Advisers is to provide expert guidance to clients on their financial planning needs, helping them make informed decisions to achieve their goals. As a key member of our team, you will be responsible for building strong relationships with clients, understanding their unique situations, and...
-
Financial Services Operations Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom NRG. Full timeWe are looking for a skilled Financial Services Operations Coordinator to join our team at NRG. In this role, you will be responsible for providing exceptional customer service and support to clients, ensuring that their needs are met in a timely and efficient manner.Key ResponsibilitiesServicing clients by applying money, handling queries, processing...
-
Accounts Coordinator
1 month ago
Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Financial) Limited Full timeFinancial Support RoleLusona Consultancy (group) Limited is seeking an experienced Accounts Coordinator to join their team. The ideal candidate will have a strong background in accounting and be proficient in Sage 50. Key responsibilities include managing the general ledger, reconciling supplier statements, and supporting the Finance Manager and Financial...
-
Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Full timeEvelyn Partners, a leading UK wealth management and professional services firm, has a job opening for a talented individual to join their Financial Planning team in Glasgow.Job OverviewThis role involves providing administrative support to Financial Planners and building relationships with clients to deliver exceptional client experiences.You will have...
-
Financial Planner
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeJob OverviewWe are seeking an experienced Financial Planner to join our team at Quilter Financial Advisers.This role offers a unique opportunity to work with clients, providing expert advice on their financial planning needs and helping them achieve their goals.The successful candidate will have a proven track record of delivering exceptional client service...
-
Financial Planner
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeAbout Quilter Financial AdvisersWe are a UK-based advisory business dedicated to helping individuals achieve their financial goals. Our team of experienced advisers provides personalized service to clients across the UK.Job OverviewThis role is an excellent opportunity for a skilled Financial Advisor to join our team and help clients make informed decisions...
-
Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeSkill RequirementsTo succeed in this Operations Executive role, you will need to possess strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.Experience gained within a financial services institution, especially in operations, is advantageous but not essential.A minimum basic level of proficiency in...
-
Financial Project Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom ersg Ltd Full timeJob OverviewWe are seeking a highly motivated and organized Financial Project Coordinator to join our team at ersg Ltd. This role is responsible for providing administrative support to our project team and ensuring that all financial tasks are completed efficiently.The ideal candidate will have a bachelor's degree in a relevant field, such as finance or...
-
Financial Planner
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeJob OverviewWe are seeking a highly skilled Financial Advisor to join our team at Quilter Financial Advisers. This is an excellent opportunity for an experienced professional to deliver exceptional financial planning services to our clients.
-
Financial Consultant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeJob Description:We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will be responsible for providing expert financial planning and advice to clients.Key Responsibilities:Develop and implement personalized financial plans for clientsAnalyse client financial information and...
-
Financial Planner
4 weeks ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeAt Quilter Financial Advisers, we pride ourselves on delivering exceptional service to our clients. Our UK-based team of expert financial planners work closely with individuals to understand their unique financial goals and objectives.As a Financial Advisor at Quilter, you will play a key role in helping clients make informed decisions about their finances....