Financial Services Coordinator

Job Description: Financial Services CoordinatorWe are looking for a highly skilled Financial Services Coordinator to join our team at Browne Jacobson LLP. In this role, you will be responsible for providing essential support to our corporate teams, including the preparation and submission of annual statutory documents.The ideal candidate will have experience...

Wales & West Housing is seeking a Financial Services Coordinator to join their team in Wales. As a key member of the Treasury and Payments team, you will play a crucial role in supporting the organization's financial operations.The ideal candidate will have a proven track record in accounting processes and computerized accounting systems. They should possess...

Job Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...

Job Title: Financial Services CoordinatorWe are seeking a detail-oriented individual to join our Treasury team in Wales.Prepare payment runs for Wales & West Housing Group, gathering necessary information from Financial Controllers.Verify payment requests against company policies and expectations.Collaborate with Finance Team Leader and other Finance...

About Recruit UK | Certified B CorpWe specialize in connecting talented professionals within the financial services industry. With over 100,000 financial services connections, we leverage our extensive network to match professionals with roles suited to their skills and aspirations.This role is ideal for an experienced Financial Planning Administrator...

Morrison Energy Services Transmission Networks (MES TN) is seeking a detail-oriented Project Coordinator to support our project management team in the UK.In this role, you will be responsible for coordinating project logistics, scheduling, and documentation.We estimate the salary for this role to be around £35,000 - £50,000 per annum, depending on...

Key ResponsibilitiesProvide strategic financial leadership and stewardship to the university.Lead the strategic management of our financial services, ensuring excellence in service delivery is at the heart of our institutional success.Drive initiatives that set the university on a sound financial foundation for the future and enhance our financial capacity...

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

About SamedaybagsWe produce custom merchandise for prominent brands such as Virgin Media, Disney, Vodafone, Fulfill, Fender, Adidas and Amazon. Our team designs and manufactures branded products for educational institutions, universities and businesses.We require someone who can work independently, has a high level of attention to detail and meets regular...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

Bowen Eldridge Recruitment is seeking an experienced Financial Services Professional to join their team as an Audit & Accounts Senior in a leading independent, Cardiff-based Accountancy practice. This is an excellent opportunity for a part-qualified Accountant (ACCA/ACA) to work in a flexible professional environment with good working location and...

Job Title: Advisory Financial ConsultantQuilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.The ideal candidate will have a strong...

Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.In this position, you will be responsible for onboarding new clients, sending...

Finlink Ltd is a rapidly growing IFA Network, backed by institutions and boasting a diverse, experienced team. We are looking for a talented individual to fill the role of Agency Coordinator, supporting new member onboarding and client novation processes.In this position, you will work closely with product providers to understand their requirements, action...

In this role, you will work closely with our construction team to deliver high-quality projects on time and within budget. As a Financial Project Coordinator, your primary responsibility will be to analyze and manage project costs, identifying opportunities for cost savings and process improvements.Key Tasks:Analyze and estimate project costs, ensuring...

CV Library is currently seeking a highly skilled Financial Project Coordinator to join their team in Cardiff. As a key member of the project team, you will be responsible for ensuring the financial efficiency of the project.Job Description:Cost Management:Monitor and analyse project costs and expenditures, identifying trends, variances, and potential areas...

About Us">We are a robust and diverse group, with over 20 years of experience in the financial services industry.">The Job">As an Agency Coordinator, you will be responsible for supporting new member onboarding for internal and FCA purposes.">You will deal with client novation with product providers, communicating their requirements and ensuring all relevant...

Job DescriptionAs a Financial Operations Coordinator, you will be responsible for managing the entire payroll process from start to finish. This includes collaborating with clients to ensure seamless flow and maintenance of employee data, maintaining meticulous records, and staying up-to-date with company policies and tax legislation impacting...

About the Role:We are seeking a skilled IFA Administrator to join our team in Cardiff. As an IFA Administrator, you will provide critical support to our Financial Advisers, ensuring exceptional service quality.Key responsibilities include processing new business cases from initial client contact through to onboarding, handling client and provider...

We are seeking a highly skilled Financial Administrator to join our team at Perspective Financial Group Ltd in Cardiff.About the RoleThis is an integral role that requires excellent administrative skills, attention to detail, and effective communication. You will be responsible for providing high-quality support to our clients and internal teams.The...