Financial Services Coordinator

6 days ago


Staffordshire, United Kingdom Freedom Recruitment Capital Full time

Freedom Recruitment Capital is seeking a skilled Client Services Administrator to support their dynamic team at the Stafford office.

This is an exciting opportunity for a driven individual with financial services experience who is passionate about delivering high-quality, professional client service.

Key Responsibilities:

  • Liaising with clients to resolve queries and arrange meetings
  • Processing requests for deposits and withdrawals
  • Setting up, maintaining, and closing client accounts
  • Preparing for and coordinating annual review meetings
  • Drafting and processing authority letters
  • Completing fact finds and preparing reports
  • Generating CTC, CGT reports, and valuations
  • Organizing client events
  • Performing general administrative tasks

Requirements:

  • Experience as a Client Service Administrator in a financial services role
  • Strong written and verbal communication skills
  • A professional, confident telephone manner
  • Self-motivated with a commitment to delivering exceptional results
  • Proficiency in spreadsheets and word processing
  • Excellent organizational skills


  • Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    Client Services AdministratorFreedom Recruitment Capital is seeking a highly skilled Client Services Administrator to join their dynamic team at the Stafford office.Key Responsibilities:Liaise with clients to resolve queries and arrange meetingsProcess requests for deposits and withdrawalsSet up, maintain, and close client accountsPrepare for and coordinate...

  • Financial Manager

    1 month ago


    Staffordshire, United Kingdom Spencer Clarke Group Full time

    Financial Manager About the Role We are seeking a talented Financial Manager to join our client, a Local Authority in Staffordshire, on a Contract basis. As a key member of the team, you will be responsible for delivering a first-class, value-for-money financial service that meets the legal, financial, and Council aims and objectives. Key...

  • Financial Manager

    1 month ago


    Staffordshire, United Kingdom Spencer Clarke Group Full time

    Financial Manager About the Role We are seeking a talented Financial Manager to join our client, a Local Authority in Staffordshire, on a Contract basis. As a key member of the team, you will be responsible for delivering a first-class, value-for-money financial service that meets the legal, financial, and Council aims and objectives. Key...

  • Financial Manager

    1 month ago


    Staffordshire, United Kingdom Spencer Clarke Group Full time

    Financial Manager **About the Role** We are seeking a talented Finance Manager to join our client, a Local Authority in Staffordshire, on a Contract basis. As a key member of the team, you will be responsible for delivering a first-class, value-for-money financial service that meets the legal, financial, and Council aims and objectives. **Key...

  • Financial Manager

    1 month ago


    Staffordshire, United Kingdom Spencer Clarke Group Full time

    Financial Manager **About the Role** We are seeking a talented Finance Manager to join our client, a Local Authority in Staffordshire, on a Contract basis. As a key member of the team, you will be responsible for delivering a first-class, value-for-money financial service that meets the legal, financial, and Council aims and objectives. **Key...

  • Financial Manager

    1 month ago


    Staffordshire, United Kingdom Spencer Clarke Group Full time

    About the RoleWe are seeking a highly skilled Financial Manager to join our client, a Local Authority in Staffordshire, on a Contract basis. As a key member of the finance team, you will be responsible for delivering a first-class, value-for-money financial service that meets the legal, financial, and Council aims and objectives.Key...

  • Financial Manager

    1 month ago


    Staffordshire, United Kingdom Spencer Clarke Group Full time

    About the RoleWe are seeking a highly skilled Financial Manager to join our client, a Local Authority in Staffordshire, on a Contract basis. As a key member of the finance team, you will be responsible for delivering a first-class, value-for-money financial service that meets the legal, financial, and Council aims and objectives.Key...

  • Services Controller

    2 weeks ago


    Staffordshire, United Kingdom Digisourced. Full time

    Hello Network! I hope you're doing well today, I am currently recruiting for a Cost Controller role working for a large client of ours based in Stafford, United Kingdom: Duration: 6-12 months + extensions Location: Stafford (3 days onsite per week) Pay Rate: Negotiable Refferal Rewards Available for successful placement Inside IR35 See...

  • Services Controller

    2 weeks ago


    Staffordshire, United Kingdom Digisourced. Full time

    Hello Network! I hope you're doing well today, I am currently recruiting for a Cost Controller role working for a large client of ours based in Stafford, United Kingdom: Duration: 6-12 months + extensions Location: Stafford (3 days onsite per week) Pay Rate: Negotiable Refferal Rewards Available for successful placement Inside IR35 See...


  • Staffordshire, United Kingdom Innovate Full time

    Job DescriptionOverview:At Innovate, we are seeking a skilled Resource Coordinator to lead and manage the allocation of engineering resources across various projects. This role offers a fantastic opportunity to oversee and manage resource demand data, forecasting engineering supply to meet upcoming project needs.Key Responsibilities:Collaborate with...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Chartered Financial Planner OpportunityWe are seeking a highly skilled Chartered Financial Planner to join our boutique financial planning practice in Staffordshire. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their UHNW client bank.This is an excellent opportunity for...


  • Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Chartered Financial Planner OpportunityWe are seeking a highly skilled Chartered Financial Planner to join our boutique financial planning practice in Staffordshire. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their UHNW client bank.This is an excellent opportunity for...


  • Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    Job Title: Senior Financial AnalystLocation: HybridSalary: £45,000 - £50,000 + BenefitsGleeson Recruitment Group is seeking an experienced Senior Financial Analyst to join their team. The successful candidate will be working for a leading employer in their field, known for providing exceptional service and innovation.Responsibilities as the Senior...


  • Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    Job Title: Senior Financial AnalystLocation: HybridSalary: £45,000 - £50,000 + BenefitsGleeson Recruitment Group is seeking an experienced Senior Financial Analyst to join their team. The successful candidate will be working for a leading employer in their field, known for providing exceptional service and innovation.Responsibilities as the Senior...

  • Project Coordinator

    4 weeks ago


    Staffordshire, United Kingdom Gold Group Full time

    Job Title: Project Coordinator Location: StaffordshireSalary: £DOE - We are booking interviews next week! Please call or email for a slotKey Skills: MS Project, APM, Stakeholder Management, Engineering, Defence, Maritime, Programmes, Manufacturing,Join Our Team as a Project Coordinator and Drive Project Management to New Heights!Are you a meticulous Project...


  • Staffordshire, United Kingdom Uniting People Full time

    Role OverviewUniting People is seeking a skilled Paraplanning Professional to support a Financial Adviser in providing comprehensive financial planning services to a wide client portfolio.Key ResponsibilitiesAssist in the development of personalised financial plans for clientsConduct research and interpret data to inform financial planning decisionsManage...

  • Recovery Coordinator

    4 months ago


    Staffordshire, United Kingdom Change Grow Live Full time

    Overview: **Change Grow Live** are a charity dedicated to the belief that we can make a difference to our Service Users lives, offering support and respect in a safe environment, treating each user as an individual and working with them to find the right treatment and care options. Our core values are Due to recently secured funding to work alongside the...


  • Staffordshire, United Kingdom Perspective Financial Group Full time

    Are you looking to step into or gain more experience in an administration team and ready for a challenging role that requires you to learn quickly and thrive in a fast paced environment? If you answered YES, then we have an excellent opportunity for you to work with an experienced, supportive and professional team who can advise and help train you as you...


  • Staffordshire, United Kingdom ISS Facility Services Full time

    **Contract: Key Account Network** *** **Location: Staffordshire** *** **Hours of work: 38.6** *** **Contract Type: Permanent** *** **Are you a highly organised and efficient professional with a passion for delivering exceptional client service? We have an exciting opportunity for a Workflow Coordinator to join our team and take charge of the process...

  • Financial Controller

    1 month ago


    Newcastle-under-Lyme, Staffordshire, United Kingdom Recruitment Robin Ltd Full time €50,000

    Due to continued growth, a leading education recruitment services provider in Newcastle-Under-Lyme is seeking an experienced Financial Controller to oversee the financial operations and provide strategic guidance to senior management. The role offers a competitive salary and benefits package up to £50,000 with enhanced holidays and your birthday off work....