Financial Services Coordinator
3 days ago
We are recruiting for an experienced Independent Financial Administrator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.
In this role, you will be working directly with Financial Advisers to discuss client objectives, identify information requirements, and compile financial reports. You will also be liaising with product providers and other third parties to obtain necessary information and quotes. Your tasks will include preparing suitability letters and reports, assisting with administrative functions such as new business processing, income matching, and management information.
You will need excellent communication skills, the ability to work effectively within defined business processes, and a willingness to commit to continuous personal development. You should have prior experience in a similar environment and be able to assess information, make comparisons, and identify critical features.
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Financial Services Coordinator
4 weeks ago
Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full timeAt Wokingham Borough Council, we are seeking a skilled Financial Services Coordinator to join our team. This exciting opportunity will have a Finance focus and requires a sound knowledge of Finance processes.The role involves being the first point of contact for internal customers, enabling them to access the right service at the right time to the right...
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Financial Services Coordinator
1 week ago
Wokingham, Wokingham, United Kingdom Aylesbury Full timeAylesbury is seeking a Financial Services Coordinator to join our team in High Wycombe, UK. This role offers an annual salary of £24,500 - £27,500.Job Responsibilities:Communicate effectively with customers via phone and email to resolve enquiries and provide solutions.Analyse customer complaints and respond professionally.Provide accurate and timely...
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Financial Planning Coordinator
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planning CoordinatorWe are seeking a highly skilled Financial Planning Coordinator to join our team at Artemis Recruitment Consultants Ltd.About the Role:This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the growth of our business. As a Financial Planning Coordinator, you will...
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Financial Services Coordinator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Administrative Support Specialist to join our client's firm in Wokingham. The ideal candidate will have excellent communication skills, with the ability to work independently and as part of a team.Job DescriptionThe role involves assisting Financial Advisers in preparing recommendations and producing suitability reports in line...
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Financial Support Coordinator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced and proactive Financial Support Coordinator to join their expanding team based in the Wokingham area. As a key member of the financial services team, you will provide administrative support to the financial planners to maintain existing business relationships with current clients, grow business...
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Healthcare and Wellbeing Service Coordinator
3 weeks ago
Wokingham, Wokingham, United Kingdom Sonderwell Full timeSonderwell - Healthcare and Wellbeing Service CoordinatorWe are seeking an experienced Healthcare and Wellbeing Service Coordinator to join our team at Sonderwell. As a key member of our care team, you will be responsible for coordinating and managing healthcare services to deliver high-quality care and support to our clients.This role involves working...
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Office Finance Coordinator
7 hours ago
Wokingham, Wokingham, United Kingdom Instagroup Ltd Full timeJob Description: Office Finance CoordinatorWe are seeking a highly skilled and organized finance professional to join our team as an Office Finance Coordinator. The successful candidate will be responsible for providing administrative support to the finance team and ensuring the smooth operation of day-to-day financial activities.Responsibilities:Customer...
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Independent Financial Administrator
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking an experienced Financial Services Coordinator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.The successful candidate will have excellent...
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Paraplanning Expert for Financial Services
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Paraplanning Expert for Financial ServicesCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £40,000 - £50,000 per annum, depending on experience.Job Description: We are seeking an...
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Dining Services Coordinator
8 hours ago
Wokingham, Wokingham, United Kingdom Squires Garden Centres Full timeFront of House Opportunity at Squires Garden CentresWe are looking for a highly motivated and organized individual to fill the role of Dining Services Coordinator. As a key member of our front-of-house team, you will be responsible for delivering an exceptional dining experience for our guests.Your main duties will include:Greeting and seating guests, taking...
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Youth Support Services Coordinator
8 hours ago
Wokingham, Wokingham, United Kingdom P3 Charity Full timeJob OverviewWe are seeking an experienced Youth Support Services Coordinator to join our team at P3 Charity. This role will focus on supporting young people aged 16-25 living in semi-independent accommodation, ensuring their safety and well-being.The successful candidate will be a key person in our team, providing support and guidance to help young people...
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Cloud Financials Lead Specialist
6 days ago
Wokingham, Wokingham, United Kingdom Skillsbay Limited Full timeAbout the Role:This Cloud Financials Lead Specialist position requires a dynamic and experienced leader who can drive the design, build, and implementation of modern SaaS-enabled services. You will work closely with programme teams and external partners to ensure seamless coordination across workstreams.Responsibilities:Lead system requirements analysis and...
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Care Services Coordinator Leader
1 week ago
Wokingham, Wokingham, United Kingdom Sonderwell Full timeSonderwell's Care Coordinator position offers a unique opportunity to make a real difference in the lives of our clients. As a key member of our team, you will play a vital role in ensuring that our clients receive the best possible care and support.The successful candidate will be responsible for developing and implementing care plans, coordinating with...
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Special Projects Coordinator
4 days ago
Wokingham, Wokingham, United Kingdom Birchwell Associates Ltd Full timeKey ResponsibilitiesManage projects, including financial control and client liaison.Interpret project requirements from meetings and documentation.Oversee design processes with clients and engineers.Conduct site surveys and manage installation processes.Coordinate project timelines, quality assurance, delivery schedules, and H&S administration.Ensure...
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Wokingham, Wokingham, United Kingdom Ernest Gordon Recruitment Full timeThis Residential and Commercial Water Services Coordinator position offers a salary range of £37,000-£43,000 per year, along with opportunities for overtime and career progression. If you're looking for a challenging role that allows you to grow professionally, this might be the ideal opportunity.Key Job Details:Coordinate residential and commercial water...
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Financial Services Team Manager
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham, looking for an experienced Administration Team Leader to join their team.We are seeking a highly skilled and flexible candidate who can effectively communicate with their team. This will be an office-based position, working in Wokingham.The ideal candidate will...
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Wokingham, Wokingham, United Kingdom Entrust Social Care Ltd Full timeJob SummaryEntrust Social Care Ltd is looking for a qualified Mental Health and Social Services Coordinator to fill a 6-month temporary contract in Wokingham Council. The successful candidate will have a strong background in adult social work and excellent communication skills.
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Bookkeeping and Financial Services Assistant
6 days ago
Wokingham, Wokingham, United Kingdom Marks Sattin Full timeJob Requirements">To be considered for this Finance Assistant role, you will need to have:AAT 4 or ACCA, CIMA qualification or equivalent experience.Experience in general bookkeeping, accounts payable and receivable, financial reporting, and payroll.Excellent communication and interpersonal skills, with the ability to build strong relationships with...
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Finance Support Officer
1 month ago
Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full timeJob Role Overview:The Financial Support Officer will be the first point of contact for internal customers, enabling them to access the right service at the right time to the right standards.About the Role:We are looking for a highly motivated and organized individual to join our Finance Team as a Financial Support Officer.The successful candidate will have a...
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Financial Planning Assistant
2 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the financial services industry.About the RoleThe successful candidate will be responsible for providing research and analysis of...