Financial Operations Coordinator
1 month ago
About Douglas Steers & Company
We are a dynamic financial services firm seeking a financial operations coordinator to join our team.
This role involves assisting with the preparation of client files, supporting advisers with research, analysis, and product comparisons, and ensuring electronic client files are up to date.
The ideal candidate will have excellent organizational skills, be able to work independently, and have strong attention to detail.
Key Responsibilities:
- Assisting with the preparation of client files and onboarding admin for new clients
- Supporting advisers with research, analysis, and product comparisons
- Liaising with product providers to acquire relevant client policy details
- Managing cases to completion
Required Skills and Qualifications:
- Good work ethic
- Highly organised and methodical
- Accuracy with data management
- Strong attention to detail
- Ability to communicate professionally and clearly
Benefits:
- Full training and support provided
- Opportunities for growth and development within the company
- Competitive salary of £40,000 per year
Salary: £40,000 per year
-
Financial Operations Coordinator
1 week ago
Colchester, Essex, United Kingdom polkadotfrog Full timeJob OverviewWe are seeking a detail-oriented Financial Operations Coordinator to join our dynamic team at polkadotfrog. This role offers a fantastic opportunity to grow your career in a fast-paced environment where your contributions will make a real impact.The successful candidate will support the day-to-day financial operations of the firm, ensuring...
-
Financial Operations Manager
2 weeks ago
Colchester, Essex, United Kingdom Vitae Financial Recruitment Full timeAt Vitae Financial Recruitment, we are seeking a highly skilled Financial Operations Manager to join our team. This role offers a challenging and rewarding opportunity for a professional who thrives on managing financial responsibilities, ensuring compliance, and delivering accurate reports.The Role:Oversee key financial operations, providing valuable...
-
Financial Operations Coordinator
3 days ago
Colchester, Essex, United Kingdom Connect2staff Full timeConnect2staff is seeking a highly skilled Financial Operations Coordinator to join their team in Colchester. This full-time, permanent position offers a competitive salary of £35,000 - £45,000 per annum.The successful candidate will be responsible for managing sales and purchase ledgers, overseeing credit control, and performing general ledger...
-
Financial Operations Coordinator
1 week ago
Colchester, Essex, United Kingdom polkadotfrog Full timeWe are seeking a detail-oriented and organised individual to support the day-to-day financial operations of our law firm based in Colchester. The successful candidate will have strong attention to detail and problem-solving skills, as well as proficiency in accounting software and Microsoft Excel.The role involves ensuring compliance with Solicitors Accounts...
-
Operations Coordinator
4 weeks ago
Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full timeOperations Coordinator Job DescriptionWe are seeking an experienced Operations Coordinator to join our team at Artemis Recruitment Consultants Ltd. This office-based role requires a high level of technical and administrative support, with excellent written English, numerate and analytical skills.Key Responsibilities:Provide high-level technical and...
-
Financial Services Coordinator
1 week ago
Colchester, Essex, United Kingdom beBee Professionals Full time £35,000 - £45,000About the PositionWe are seeking a detail-oriented Financial Services Coordinator to join our team at beBee Professionals in Colchester. As a key member of our finance team, you will provide critical support in managing financial operations, ensuring accuracy and compliance in all financial transactions.Your Key ResponsibilitiesManage financial records,...
-
Financial Planning Specialist
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeExplore a new opportunity as a Financial Planning Specialist with Financial Divisions in Colchester, Essex.Earn an estimated salary of £60k - £80k per annum, plus attractive benefits and bonus package.This role involves managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.The...
-
High Net Worth Financial Planner
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full time**Financial Advisor Job Description:**We are seeking an Experienced Financial Adviser to join our team at Financial Divisions in Colchester, Essex.The successful candidate will have a strong background in financial planning and be able to provide high-quality advice to clients with investable assets between £150k-£350k.The role involves managing a book of...
-
Financial Ledger Coordinator
4 weeks ago
Colchester, Essex, United Kingdom Northreach Full timeJob SummaryWe are seeking a Financial Ledger Coordinator to join our team at Northreach. This role involves managing the purchase ledger process, handling staff expenses, and ensuring accurate and timely payment processing.About the RoleCoordinate the purchase ledger process from data entry to payment processing, ensuring accuracy and timeliness.Reconcile...
-
Financial Services Coordinator
2 weeks ago
Colchester, Essex, United Kingdom Huntress Full timeJob Title: Financial Services CoordinatorAbout the Job:We are seeking a talented individual to join our team as a Financial Services Coordinator. This is a part-time position, working Monday, Tuesday, Wednesday, and Friday with hours of 9am–5:15pm and is a fully office-based role.Key Responsibilities:Access online banking systems to notify clients and...
-
Financial Operations Manager
1 week ago
Colchester, Essex, United Kingdom TDA Group Ltd Full timeJob SummaryTDA Group Ltd is looking for a skilled Financial Accountant to play a key role in driving our financial operations.This is an excellent opportunity for a motivated individual to work in a dynamic environment and contribute to the company's growth and success.ResponsibilitiesFinancial Analysis: Prepare and analyze management reports, monthly...
-
Business Operations Coordinator
2 weeks ago
Colchester, Essex, United Kingdom polkadotfrog Full timeWe are looking for a highly organized and detail-focused individual to join our team at polkadotfrog, based on the outskirts of Colchester. As a Business Operations Coordinator, you will be responsible for managing purchase and sales ledger invoices, preparing supplier payments, and maintaining accurate records.Key Responsibilities:Manage and reconcile all...
-
Financial Planning Coordinator
3 days ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeAt Douglas Steers & Company, we are seeking a highly skilled and motivated individual to join our team as a Financial Planning Coordinator. This exciting opportunity is perfect for someone who is passionate about the financial services industry and wants to make a meaningful contribution to our firm's growth and success.The ideal candidate will possess...
-
Head of Financial Operations
2 months ago
Colchester, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Head of Financial Operations to lead our financial operations in Colchester, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial planning...
-
Account Receivable Coordinator
2 weeks ago
Colchester, Essex, United Kingdom Financial Staffing Solutions Full timeWe are currently seeking an Account Receivable Coordinator to join our client's team. As an Account Receivable Coordinator, you will be responsible for managing accounts receivable, ensuring timely and accurate processing of customer payments, and initiating customer contact regarding invoice payment when due.You will also be responsible for maintaining a...
-
Controller of Financial Operations
2 weeks ago
Colchester, Essex, United Kingdom Universal Business Team Full timeWe are looking for a highly skilled Controller of Financial Operations to join our team in Colchester. As a key member of our Universal Business Team, you will be responsible for overseeing our financial operations and ensuring the smooth running of our financial systems.**Job Overview**You will work closely with department heads to develop and manage...
-
Financial and Operational Manager
4 weeks ago
Colchester, Essex, United Kingdom New Wine Trust Full timeJob Description: The Financial and Operational Manager will be responsible for overseeing the financial and operational aspects of St John's Church Colchester.Main Responsibilities:Manage the church's finances, including budgeting, forecasting, and financial reporting.Oversee maintenance and repairs, and ensure compliance with legal and statutory...
-
Financial Operations Manager
1 month ago
Colchester, Essex, United Kingdom Chris Eastwood Automotive Ltd Full timeAbout the RoleAs a Financial Operations Manager at Chris Eastwood Automotive Ltd, you will play a critical role in driving business success through effective financial management.Key Responsibilities:Develop and implement financial strategies to optimize dealership performance, aligning with company objectives.Analyze financial data to identify trends and...
-
Senior Finance Coordinator
2 weeks ago
Colchester, Essex, United Kingdom JSS Search Full time**Senior Finance Coordinator Job OpportunityJSS Search is seeking a highly motivated Senior Finance Coordinator to support our finance team. As a key member of our team, you'll play a crucial role in ensuring the smooth operation of our financial processes.**Key Responsibilities:As a Senior Finance Coordinator, your duties will include:Coordinating bank...
-
Colchester, Essex, United Kingdom Swift Recruit Full timeWe are looking for a Financial Projections Coordinator to work on construction projects with Swift Recruit. As a key member of our team, you will be responsible for creating detailed financial projections for scaffolding projects, ensuring that all costs are accurately accounted for.RequirementsEstimating Experience: A proven track record of creating...