Current jobs related to Financial Services Coordinator - Chippenham, Wiltshire - CMD Recruitment

  • Financial Services Coordinator

    4 weeks ago

    Chippenham, Wiltshire, United Kingdom CMD Recruitment Full time £42,000

    About the Role:We are seeking a skilled Paraplanner to join our team at CMD Recruitment. As a Paraplanner, you will play a vital role in ensuring our clients' Financial Advisers deliver the highest quality client advice.Key Responsibilities:Conduct thorough Comparative Research to identify the most suitable financial products for clients.Analyse client...

  • Service Delivery Coordinator

    1 month ago

    Chippenham, Wiltshire, United Kingdom Great Western Railway (GWR) Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Delivery Assistant. As a key member of our station team, you will play a vital role in ensuring the smooth operation of our trains and providing exceptional customer service to our passengers.Key ResponsibilitiesProvide outstanding customer service...

  • Service Delivery Coordinator

    4 weeks ago

    Chippenham, Wiltshire, United Kingdom Great Western Railway Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Delivery Assistant. As a key member of our station team, you will play a vital role in ensuring the smooth operation of our trains and providing exceptional customer service to our passengers.Key ResponsibilitiesProvide outstanding customer service...

  • Service Delivery Coordinator

    1 month ago

    Chippenham, Wiltshire, United Kingdom Great Western Railway (GWR) Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Delivery Assistant. As a key member of our station team, you will play a vital role in ensuring the smooth operation of our trains and providing exceptional customer service to our passengers.Key ResponsibilitiesProvide outstanding customer service...

  • Customer Services Support Manager

    3 weeks ago

    Chippenham, Wiltshire, United Kingdom SIEMENS MOBILITY LIMITED Full time

    At Siemens Mobility Limited, we are seeking a Customer Services Support Manager to join our team. This role is responsible for ensuring our Services are delivered in line with the service specifications and financial budgets as defined in the contract(s).The Customer Services Support Manager will work closely with our Service Delivery Managers to ensure...

  • Customer Services and Support Manager

    7 days ago

    Chippenham, Wiltshire, United Kingdom SIEMENS MOBILITY LIMITED Full time

    About the RoleSiemens Mobility Limited is seeking a Customer Services Support Manager to join our team. This role is responsible for ensuring our services are delivered in line with service specifications and financial budgets defined in our contracts.The Customer Services Support Manager will work closely with our Service Delivery Managers to develop,...

  • Operations Coordinator

    4 weeks ago

    Chippenham, Wiltshire, United Kingdom New Resource Group Full time

    About the Role:We are seeking a highly organized and detail-oriented Operations Planner to join our team at New Resource Group. As an Operations Planner, you will play a crucial role in ensuring the smooth execution of projects, from coordinating logistics to managing sub-contractor schedules.Key Responsibilities:Coordinate project logistics, including...

  • Office Coordinator

    2 weeks ago

    Chippenham, Wiltshire, United Kingdom Morson Talent Full time

    Job Title: Office CoordinatorAbout the RoleWe are seeking a highly organized and proactive Office Coordinator to join our team at Morson Talent. As the first point of contact for our clients, you will be responsible for providing exceptional administrative support and ensuring the smooth day-to-day operation of our office.Key Responsibilities* Manage the...

  • Customer Services Support Manager

    3 weeks ago

    Chippenham, Wiltshire, United Kingdom SIEMENS MOBILITY LIMITED Full time

    To succeed in a challenging role at Siemens Mobility Limited, you should be a skilled professional with a passion for delivering exceptional customer service. Our company is looking for a talented individual to join our team as a Customer Services Support Manager.This role is responsible for ensuring our services are delivered in line with the service...

  • Customer Services Support Manager

    4 weeks ago

    Chippenham, Wiltshire, United Kingdom SIEMENS MOBILITY LIMITED Full time

    To succeed in a rapidly changing world, we need talented individuals who can drive innovation and excellence. At Siemens Mobility Limited, we're looking for a Customer Services Support Manager to join our team.This role is responsible for ensuring our Services are delivered in line with the service specifications and financial budgets as defined in the...

  • Financial Analyst Assistant

    3 weeks ago

    Chippenham, Wiltshire, United Kingdom Purely Recruitment Solutions Full time

    Key Responsibilities:As a Financial Analyst Assistant, you will be responsible for providing high-quality financial support to our clients. This will involve analyzing financial data, preparing financial reports, and ensuring that all financial transactions are accurately recorded.Requirements:We are looking for a highly motivated and organized individual...

  • Operations Coordinator

    1 month ago

    Chippenham, Wiltshire, United Kingdom New Resource Group Full time

    About the Role:We are seeking an enthusiastic Operations Planner to join our client, a dynamic company in the logistics sector, on behalf of New Resource Recruitment.The successful candidate will be responsible for coordinating project logistics, managing sub-contractor schedules, sourcing materials, and supporting the wider operations team to ensure...

  • Operations Coordinator

    1 month ago

    Chippenham, Wiltshire, United Kingdom New Resource Group Full time

    About the Role:We are seeking an enthusiastic Operations Planner to join our client, a dynamic company in the logistics sector, on behalf of New Resource Recruitment.The successful candidate will be responsible for coordinating project logistics, managing sub-contractor schedules, sourcing materials, and supporting the wider operations team to ensure...

  • Senior Financial Analyst

    2 months ago

    Chippenham, Wiltshire, United Kingdom Purely Recruitment Solutions Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our client based in Chippenham. As a Senior Accountant, you will be responsible for assisting in accounts preparation work, reviewing junior staff work, and handling VAT, corporation tax, and income tax self-assessment filing.Key Responsibilities:Assist in the...

  • Senior Financial Analyst

    2 months ago

    Chippenham, Wiltshire, United Kingdom Purely Recruitment Solutions Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our client based in Chippenham. As a Senior Accountant, you will be responsible for assisting in accounts preparation work, reviewing junior staff work, and handling VAT, corporation tax, and income tax self-assessment filing.Key Responsibilities:Assist in the...

  • Customer Services Support Manager

    3 weeks ago

    Chippenham, Wiltshire, United Kingdom SIEMENS MOBILITY LIMITED Full time

    At Siemens Mobility Limited, we are seeking a highly skilled Customer Services Support Manager to join our team. This role is responsible for ensuring our Services are delivered in line with the service specifications and financial budgets as defined in the contract(s).The Customer Services Support Manager will work closely with our Service Delivery Managers...

  • Financial Controller

    4 weeks ago

    Chippenham, Wiltshire, United Kingdom Hays Senior Finance Full time

    Job Title: Management AccountantJob Summary:We are seeking a highly skilled Management Accountant to join our team at Hays Senior Finance. As a key member of our finance function, you will be responsible for providing financial leadership and support to our business.Key Responsibilities:Preparation of monthly management accounts, including P&L, balance...

  • Financial Analyst

    1 month ago

    Chippenham, Wiltshire, United Kingdom Purely Recruitment Solutions Full time

    Job Title: Assistant Management AccountantWe are seeking a highly skilled and motivated Assistant Management Accountant to join our team at Purely Recruitment Solutions. As a key member of our accounting team, you will be responsible for providing exceptional financial support to our clients, ensuring accurate and timely financial reporting, and contributing...

  • Financial Analyst

    1 month ago

    Chippenham, Wiltshire, United Kingdom Purely Recruitment Solutions Full time

    Job Title: Assistant Management AccountantWe are seeking a highly skilled and motivated Assistant Management Accountant to join our team at Purely Recruitment Solutions. As a key member of our accounting team, you will be responsible for providing exceptional financial support to our clients, ensuring accurate and timely financial reporting, and contributing...

  • Senior Financial Professional

    4 weeks ago

    Chippenham, Wiltshire, United Kingdom AB Recruitment Full time

    {"Role Overview": "We are seeking a highly skilled Senior Accountant to join our team at AB Recruitment. This is a fantastic opportunity to work with a well-established accountancy practice based in Wiltshire, renowned for their comprehensive services and commitment to excellence.", "Key Responsibilities": "Client Management:Develop and maintain strong...

Financial Services Coordinator

2 months ago

Chippenham, Wiltshire, United Kingdom CMD Recruitment Full time
Paraplanner Job Description

We are seeking a highly motivated Paraplanner to join our growing Client Services team at CMD Recruitment.

Key Responsibilities:
  • Prepare comprehensive Suitability Reports to support client consultations.
  • Conduct thorough Comparative Research to identify the most suitable financial products for clients.
  • Analyse client information and understand their financial goals to make informed recommendations.
  • Work closely with Financial Advisers to gather information and prepare client suitability checks.
  • Respond efficiently to client queries while maintaining excellent service standards.
  • Prepare data-driven Annual Reviews to keep clients informed about their financial health.
  • Facilitate the implementation of agreed client recommendations.
  • Maintain detailed client files to ensure ongoing compliance and provide historical context.
Requirements:
  • Hold a Certificate in Paraplanning or equivalent qualification.
  • Have previous experience in a paraplanning role.
  • Possess excellent analytical skills to dissect financial records and provide insightful commentary.
  • Demonstrate strong organisational skills to manage multiple projects simultaneously.
  • Communicate clearly and concisely with excellent written and verbal communication skills.
  • Maintain a positive, professional, and helpful demeanour when interacting with clients.
  • Proficient in using a variety of computer software programs.
  • Have a deep understanding of the financial services industry and products like investments and pensions.
  • Able to write detailed technical reports to assist Financial Advisers.
  • Self-motivated and disciplined with a commitment to continuous learning.
  • A true team player willing to collaborate and contribute to achieving business goals.

This is a fantastic opportunity to develop your career in financial services and make a real difference in people's lives. If you are a highly organized and detail-oriented individual with a passion for client service, then apply today.

Hours of work will be Monday to Friday 9am - 5.30pm (1 hour for lunch) or 9am - 5pm (45 minutes for lunch). Having your own transport would be beneficial.

Successful candidates will be contacted within 7 working days of their applications.