Wealth Services Coordinator Position
5 hours ago
- Salary: £22,000 - £30,000 per annum
- Provide exceptional technical and administrative support, responding to client inquiries, and liaising with third parties.
- Issue letters of authority to providers and chase financial institutions for requested information.
- Maintain accurate computer records and manage company compliance requirements.
- Draft and proofread documents, including client correspondence and presentations.
- Complete an audit at the end of each case to ensure all documents are in order.
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Wealth Management Paraplanner
2 weeks ago
Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full timeAt Recruit Wealth Ltd, they strive to deliver exceptional financial planning services to clients across the UK. As a leading national financial planning business, they offer a range of expertise across financial planning, wealth management, investment management, and professional services.This newly created Paraplanner role is located in their Winchester...
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Paraplanner - UK Financial Services
2 weeks ago
Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full timeWe are looking for a highly skilled and motivated Paraplanner to join our team at Recruit Wealth Ltd in Winchester. As a key member of our team, you will be responsible for supporting our planners with research on products and finding solutions for clients.The ideal candidate will have a diploma in a relevant field and experience in a financial advice firm...
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Pension Administration Coordinator
2 weeks ago
Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth Ltd offers a unique opportunity to join a dynamic team of professionals delivering top-notch financial planning services. With a strong presence across the UK, they cater to diverse client needs through their broad range of expertise.This exciting new role at the Winchester regional hub is an excellent chance to be part of a thriving team...
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Flexible Wealth Administration Position
2 weeks ago
Winchester, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Administration Role SummaryArtemis Recruitment Consultants Ltd. is seeking a flexible wealth administrator to support financial advisers in their daily tasks. This office-based role offers a unique blend of administrative, business processing, and client liaison duties.Key Responsibilities:Client Liaison and Technical Support: Provide technical and...
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Therapeutic Services Coordinator
3 weeks ago
Winchester, Hampshire, United Kingdom Northwestern Community Services Board Full timeJob Description: Therapeutic Services CoordinatorEstimated Salary: $70,000 - $90,000 per yearThe Northwestern Community Services Board is seeking a qualified Therapeutic Services Coordinator to provide comprehensive support services to individuals with diverse service needs. This role involves developing and implementing treatment plans, providing diagnostic...
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Private Wealth Advisor
2 weeks ago
Winchester, Hampshire, United Kingdom Bighornlaw Full timeAbout the RoleWe are seeking a highly skilled private wealth advisor to join our team at Bighornlaw. As a financial services specialist, you will be responsible for providing expert advice and guidance to clients on all aspects of wealth management, including investment planning, estate planning, and retirement planning. You will also be responsible for...
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Financial Planning Assistant
3 weeks ago
Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth Ltd represents one of the UK’s fastest growing and largest national financial planning businesses, backed by private equity. They provide a holistic service across financial planning, wealth management, investment management, and professional services.This newly created role is located in their Winchester regional hub, one of 40+ national...
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Financial Planning Assistant
2 weeks ago
Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full timeWe are representing a leading financial services company, backed by private equity, with a comprehensive service across financial planning, wealth management, and investment management.As a key member of our team at Recruit Wealth Ltd, you will be responsible for supporting our planners with research on products and finding solutions for clients. This role...
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Disability Services Coordinator
7 days ago
Winchester, Hampshire, United Kingdom Northwestern Community Services Board Full timeAs a Child Disability Specialist with Northwestern Community Services Board, you will play a critical role in supporting individuals with disabilities and their families. Your expertise will enable clients to access essential community resources, fostering independence and empowerment. Key responsibilities include delivering vocational rehabilitation...
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Adult Case Management Services Coordinator
5 days ago
Winchester, Hampshire, United Kingdom Northwestern Community Services Board Full timeSubstance Use Disorder Care ManagerThe Northwestern Community Services Board seeks a dedicated Substance Use Disorder Care Manager to join our team. In this role, you will work closely with adult clients who struggle with substance use disorders, providing expert guidance and support throughout their recovery journey.About the Position:• Assess client...
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Service User Support Coordinator
2 days ago
Winchester, Hampshire, United Kingdom Amber Mace Full timeWe are seeking a skilled Service User Support Coordinator to join our team at Amber Mace. As a key member of our Homecare team, you will be responsible for coordinating care and support services for our service users and ensuring that they receive high-quality care and support.About the RoleThis is an exciting opportunity for someone with previous experience...
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Wealth Management Team Support Manager
4 weeks ago
Winchester, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Service Proposition ManagerArtemis Recruitment Consultants Ltd is seeking a highly skilled Client Service Proposition Manager to join their Wealth Management team in Durley. This part-time role comes with free parking available on site and offers flexible working hours.In this position, you will be responsible for implementing and monitoring the...
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Dining Services Coordinator
4 days ago
Winchester, Hampshire, United Kingdom NHS Full timeAbout the RoleThis dynamic Dining Services Coordinator position at a Barchester care home offers the opportunity to make a real difference in the lives of our residents by delivering exceptional food and hospitality services.A healthy diet is essential for maintaining the physical and mental wellbeing of our residents. As a Dining Services Coordinator, you...
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Client Services Coordinator
2 weeks ago
Winchester, Hampshire, United Kingdom Northwestern Community Services Board Full timeOverviewThe Northwestern Community Services Board is seeking a highly skilled and compassionate professional to fill the position of Community Management Specialist. This role will play a vital part in managing a caseload of clients with mental health or substance use diagnoses residing in Permanent Supportive Housing. The successful candidate will possess a...
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Social Services Partner
2 days ago
Winchester, Hampshire, United Kingdom Northwestern Community Services Board Full timeNorthwestern Community Services Board invites applications for a Family Support Partner position. In this critical role, you will provide vital support to families facing emotional or behavioral health challenges. Your responsibilities will include collaborating with families, community agencies, and healthcare providers to identify and connect families with...
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Administrative Service Coordinator
5 days ago
Winchester, Hampshire, United Kingdom Transformation Unit Full time**Administrative Service Coordinator Job Summary:This is an exciting opportunity to join our dynamic team as an Administrative Service Coordinator. The successful candidate will be responsible for providing high-quality administrative support to the Specialty Coordinator and wider clerical team.Main Duties:Typing clinical and general correspondence.Handling...
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Facilities Coordinator
4 weeks ago
Winchester, Hampshire, United Kingdom Barchester Healthcare Full timeAbout The RoleWe are seeking a reliable and detail-oriented Facilities Coordinator to join our team on a bank basis. As a key member of our facilities team, you will be responsible for maintaining the cleanliness and safety of our care homes.Key Responsibilities:Maintaining high standards of cleanliness and hygiene throughout the care homeCleaning and...
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Lead Cleaning Services Coordinator
5 days ago
Winchester, Hampshire, United Kingdom PPM Recruitment Full timeCleaning Operations Manager RoleThis position requires a proven experienced Lead Cleaning Supervisor to oversee our cleaning teams and maintain a high-quality service across multiple sites. Key responsibilities include monitoring the delivery of routine and non-routine cleaning services, undertaking maintenance duties, and ensuring effective communication...
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Environmental Services Coordinator
5 days ago
Winchester, Hampshire, United Kingdom Zizzi Full timeJob Summary: Environmental Services CoordinatorWe are seeking an experienced and reliable Environmental Services Coordinator to join our team at Zizzi. The successful candidate will be responsible for coordinating the cleaning and maintenance of our restaurant, ensuring that it meets the highest standards of cleanliness and hygiene.This role involves working...
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Case Management Services Coordinator
2 days ago
Winchester, Hampshire, United Kingdom Northwestern Community Services Board Full timeAdult Case Manager Job SummaryThis adult case manager position focuses on supporting individuals with substance use disorders through assessment, service planning, and collaboration with other resources.A bachelor's degree in a relevant human services field, a valid driver's license, and good driving record are essential requirements. Working conditions...