Financial Services Coordinator
4 days ago
A Wealth Management company is seeking a Financial Services Coordinator to join its team. This role will provide excellent opportunities for career growth and development in the financial services sector.
The ideal candidate will have strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues alike. A background in customer service or a related field would be highly advantageous.
The salary for this position is up to £27,000 plus performance-related bonus and benefits.
Responsibilities:
- Making client appointments
- Preparing and distributing client meeting packs
- Answering and logging all client calls
- Inputting documents on Salesforce
- Processing fund switches and rebalances
- Preparing business submission documents
- Liaising with the Paraplanning team
- Ensuring GDPR and FCA protocols are adhered to
-
Financial Services Support Coordinator
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeFinancial Services Support CoordinatorA leading financial services business is seeking an experienced Financial Services Support Coordinator to join its growing team. Based in the West Midlands area, this office-based role offers a competitive salary of £24,000 - £28,000 per annum, plus a range of benefits including Performance Related Bonus, Pension,...
-
Client Services Coordinator
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are looking for a skilled Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our financial services team, ensuring efficient operations and delivering excellent client experiences.Key Responsibilities:Supporting the financial services team with...
-
Financial Reporting Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Culligan Shared Services Full timeCulligan Shared Services, a renowned company in the water treatment and environmental services sector, is seeking an experienced Financial Reporting Specialist to join their finance department on a 6-month contract. In this pivotal role, you'll contribute to the organization's financial success by preparing accurate reports and analyzing financial data.About...
-
Financial Services Manager
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom BK Plus Limited Full timeJob Title: Financial Services ManagerSalary Estimate: $80,000 - $110,000 per yearAbout BK Plus LimitedBK Plus Limited is a leading provider of auditing and financial services. Our team of experts is dedicated to delivering high-quality results and exceptional client service.Job DescriptionJob Summary: We are seeking an experienced Financial Services Manager...
-
Service Delivery Coordinator
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Sja's West Full timeCompany Overview">Sja's West is a leading provider of event services and emergency response solutions. Our team is dedicated to delivering exceptional results in a dynamic and fast-paced environment.Job SummaryWe are seeking an experienced Service Delivery Coordinator to join our team as a Planning Services Team Leader. In this role, you will be responsible...
-
Financial Services Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a well-established independent financial advice group with a strong presence in the UK market.The company has experienced significant growth since its inception in 2011, driven by strategic acquisitions and organic expansion through partnerships with accountancy firms and targeted marketing initiatives.This success...
-
Financial Services Associate
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DetailsWe are seeking a talented Financial Services Associate to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our financial services team, ensuring efficient operations and delivering exceptional client experiences.Key Responsibilities:Providing administrative support to the...
-
Financial Services Professional
21 hours ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeKey Role Summary: Premier Jobs UK is seeking an experienced Financial Adviser to take control of an existing client bank and provide ongoing financial planning services. This opportunity covers Wolverhampton, Bridgnorth, and Birmingham.Role Responsibilities:Take over the management of an existing client bank, providing excellent service to maintain...
-
Financial Services Administrator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA leading financial services firm is seeking a skilled Financial Services Administrator to join their team. This office-based role, located in the Shropshire/Staffordshire/West Midlands border area, will provide an excellent opportunity for career growth and development.The ideal candidate will be responsible for:Maintaining client relationships through...
-
Customer Service Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom KPI People Full timeJob Title: Customer Service CoordinatorLocation: WolverhamptonEstimated Salary: £14-£15 per hourAbout the RoleWe are seeking an experienced Customer Service Coordinator to join our team at KPI People in Wolverhampton. As a key member of our customer service team, you will be responsible for meeting and greeting customers, explaining work due to be carried...
-
Financial Services Assistant
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob Title: ParaplannerA well-established financial services business in the West Midlands area is seeking a skilled Paraplanner to join its team due to growth. This role offers a hybrid work arrangement with 3 days per week in the office.The successful candidate will provide valuable support to Advisors and Directors by assisting with financial planning...
-
Independent Financial Services Advisor
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob Title: Independent Financial AdvisorAbout the Company: Premier Jobs UK is partnering with a leading independent financial advice group that has experienced remarkable growth since its inception. The company's commitment to delivering high-quality services has earned it a reputation as a trusted partner in the industry.Salary and Benefits: This...
-
Financial Services Business Advisor
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Page Personnel Sales Full timeRole OverviewThe Financial Services Business Advisor will provide expert support to organisations in the efficient operation of their financial systems, cash flow, and management reporting. This role requires strong understanding of financial principles, budgeting, and cost control.Main Responsibilities:Support and guidance on financial systems, cash flow,...
-
Food Service Director
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Aspens Services Full timeRequired Skills and QualificationsWe require someone who shares our passion for delivering exceptional food and service to schools. The ideal candidate should possess:OND or HND qualification (advantageous but not essential)Driving licenseCraft based experience using fresh ingredientsKnowledge of health and safety practicesFinancial understanding of gross...
-
Financial Director
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Comton Group Full timeJob Title: Financial ControllerComton Group is seeking a highly skilled Financial Controller to lead our finance operations. In this role, you will be responsible for managing the sales ledger, purchase ledger, bank reconciliations, payroll coordination, month-end closing, and tax compliance.Key Responsibilities:Financial Operations Management: Oversee the...
-
Care Service Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom CM Community Care Services Ltd Full timeWe are seeking a highly motivated and experienced care professional to join our team as a Adult Care Manager. As a key member of our management team, you will play a crucial role in delivering exceptional care services to our clients.The successful candidate will be responsible for overseeing the delivery of high-quality care services, ensuring that our...
-
Financial Risk Management Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom SIX Payment Services Full timeAbout the RoleWe are seeking a highly skilled Financial Risk Management Specialist to join our team at SIX Payment Services. This is an exciting opportunity for a professional with expertise in regulatory compliance and financial risk management.Key ResponsibilitiesLead the development, implementation, and oversight of our company's compliance program,...
-
Financial Accountant
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom SIX Payment Services Full timeWe are shaping how the world pays and gets paid.Six Payment Services is a global leader in payment technology, driving innovation and growth in the industry. We are seeking a highly skilled Financial Accountant to join our UK-based team.The ideal candidate will have a strong background in accounting, excellent analytical skills, and experience with the audit...
-
Visiting Services Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom ENGINEERINGUK Full timeJob SummaryWe are seeking a highly skilled Field and Volunteer Officer to join our team at ENGINEERINGUK. As a Visiting Services Coordinator, you will play a crucial role in educating customers about TV licences and providing assistance with obtaining one. The successful candidate will have excellent communication skills, a full UK driving licence, and a...
-
Renewable Energy Operations Coordinator
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Page Personnel Sales Full timeAbout Our CompanyWe are an industry-leading renewable energy business based in Wolverhampton, UK. Our mission is to deliver high-quality products and services while fostering a positive work environment.Job DescriptionWe are seeking a Senior Administrator to join our business support functions. The successful candidate will be responsible for providing...