Office Coordinator for Financial Advisors

Job DescriptionWe are looking for a highly organized Financial Services Coordinator to join our team at Spicerhaart. As a Financial Services Coordinator, you will be responsible for maintaining relationships through regular contact with mortgage advisers, lenders, and clients.Your key responsibilities will include ensuring clients have a smooth and pleasant...

Job DescriptionWe are seeking a highly organized and detail-focused individual to join our team as an Administrator for Independent Financial Advisers. This role involves providing administrative support to financial advisors, handling client communication, and maintaining accurate records.The successful candidate will have experience in an administrative...

Opportunity Summary:Countrywide Mortgage Services is currently seeking a skilled and ambitious Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert financial advice to our customers, building relationships with estate agency teams, and generating new business opportunities.Key...

Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...

About Our CompanyANY-Web Ltd. is a UK-based financial advisory firm dedicated to delivering exceptional service to its clients.Job RoleWe seek a highly organized individual to join our team as an administrative assistant, supporting our financial advisors and directors.Duties and ResponsibilitiesCompile expense reports for annual assessments.Communicate with...

Oval Recruit is seeking a skilled Financial Paraplanner to provide technical support to a team of Advisors in the Wakefield area.">The ideal candidate will have previous experience in paraplanning and hold a strong understanding of Investment & pension products, preferably with a diploma qualification.">The successful candidate will be responsible for...

Job DescriptionWe are seeking a highly skilled Back Office Manager in Financial Services to join our dynamic team at Career Cross Limited. As a key member of our organization, you will be responsible for managing and coordinating the back office functions related to financial services.**Key Responsibilities:**Manage and coordinate daily operations related to...

Role DescriptionAs a Financial Services Support Advisor, you will play a crucial role in supporting our advisors and clients. Your primary responsibilities will include:Providing administrative support to advisors, ensuring efficient workflow and timely completion of tasks.Processing sales-related paperwork, maintaining accurate records, and adhering to...

Lime People Search & Select Ltd is a leading independent financial advisory firm offering comprehensive financial guidance to businesses and individuals nationwide.About the RoleWe seek an experienced Administrator to provide administrative support to our financial advisors and directors.Assist in gathering costs and charges data for annual...

Financial Transactions Coordinator Job OpportunityJoin Pratap Partnership Ltd as a Financial Transactions Coordinator and contribute to the success of our business.Company Overview:Our company is a leading metal industry supplier based in Barnsley. With over 150 years of experience, we have established ourselves as a reputable business with a strong...

The Role:As a highly successful Wealth Management Specialist, you will join our award-winning national Financial Planning and Wealth Management Business, offering wealth management services to mass affluent and HNW individuals. With a long-standing track record in Financial Services, our highly profitable group carries no debt and is looking to grow its team...

At beBee Professionals, we are seeking a highly organized and efficient Office Coordinator to provide administrative support for our team in Sheffield.This role is essential for ensuring smooth day-to-day operations and effective communication within the company. Key responsibilities include handling incoming calls, emails, and correspondence, maintaining...

Join Our Team as a Financial Operations CoordinatorWe are looking for a highly skilled and organised individual to fill the role of Financial Operations Coordinator in our EMEA region. This position offers a competitive salary of £37,500 per annum, depending on experience.The ideal candidate will have a background in a similar role, excellent organisational...

Job Title: Office Management CoordinatorMedlock Partners is seeking a highly organised and proactive individual to join our team as an Office Management Coordinator. This role offers a fantastic opportunity for someone who enjoys working across departments, engaging with clients, and supporting the day-to-day functions that keep an office running...

Financial Compliance SpecialistDLA Piper, a global law firm with operations in over 40 countries, seeks an experienced Financial Compliance Specialist to join its Finance Compliance team in Sheffield, UK.The ideal candidate will have strong knowledge of the Solicitor Regulation Authority (SRA) Accounts Rules and relevant experience in compliance or finance...

Are you looking for a career in financial planning?About the RoleYou will join our team as a client liaison administrator, providing diary support to our financial planning and paraplanning teams.Job DescriptionAway from clients, you'll be responsible for coordinating schedules, ensuring seamless communication between teams. As a trainee financial advisor,...

At beBee Professionals, we are seeking a skilled Administrator to provide administrative support for our team. This role is crucial for ensuring the smooth operation of our day-to-day activities and effective communication within the company.Key Responsibilities:Manage incoming correspondence and maintain office supplies and equipment inventories.Prepare and...

Job Title:">Financial Services CoordinatorAbout the Role:We are seeking a highly skilled and experienced Financial Services Coordinator to join our team at Kenton Black Ltd. The successful candidate will be responsible for both small and larger volume payrolls on a weekly/monthly basis, processing payrolls via SAGE (software training provided).Key...

Job Description:Adecco UK Limited is seeking a highly skilled Senior Office Coordinator to join their team in Sheffield. As a Senior Office Coordinator, you will provide high-level administrative support to Senior Officers, ensuring the smooth operation of their daily activities. This is a temporary assignment until January 2025, working Monday to Friday, 37...

We are seeking an ambitious Financial Services Coordinator to join our dynamic regional office in Sheffield.About the Role:Prepare correspondence including letters and emails, ensuring timely delivery to clients.Scanning and attaching relevant documentation to client records, maintaining accurate and up-to-date information.Process letters of authority and...