Financial Planning Coordinator
2 days ago
Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in Haywards Heath. This part-time position will involve working closely with financial advisers to assist with financial planning and administration tasks.
Key Responsibilities:- Establish and maintain effective communication with clients and colleagues to ensure seamless service delivery.
- Retrieve and update client information, ensuring accuracy and compliance with regulatory requirements.
- Manage records of all interactions with clients, colleagues, and third parties, maintaining confidentiality and data protection standards.
- Support financial advisers in creating financial reports, assessing client objectives, and developing tailored solutions.
- Prepare and present suitability letters, adhering to company policies and regulatory guidelines.
- Provide additional support to financial advisers, including research and data analysis to inform client decisions.
- Ensure compliance with Financial Conduct Authority regulations and maintain up-to-date knowledge of industry developments.
This is an excellent opportunity to work with a growing and established practice, contributing to the success of the team and delivering exceptional client service.
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Financial Planning Coordinator
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our practice, you will play a vital role in supporting our financial advisers and ensuring the smooth delivery of our services.Key ResponsibilitiesMaintain accurate and up-to-date...
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Financial Planning Coordinator
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our practice, you will play a vital role in supporting our financial advisers and ensuring the smooth delivery of our services.Key ResponsibilitiesMaintain accurate and up-to-date...
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Financial Transaction Coordinator
1 week ago
Haywards Heath, West Sussex, United Kingdom Watsham Consulting Full timeFinancial Transaction Coordinator **Job Summary** Watsham Consulting is seeking a skilled Financial Transaction Coordinator to join our team. As a key member of our finance department, you will be responsible for processing purchase invoices and making timely payments to suppliers and subcontractors. **Key Responsibilities** * Enter supplier invoices...
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Financial Transaction Coordinator
1 week ago
Haywards Heath, West Sussex, United Kingdom Watsham Consulting Full timeFinancial Transaction Coordinator **Job Summary** Watsham Consulting is seeking a skilled Financial Transaction Coordinator to join our team. As a key member of our finance department, you will be responsible for processing purchase invoices and making timely payments to suppliers and subcontractors. **Key Responsibilities** * Enter supplier invoices...
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Strategic Financial Planning Analyst
3 weeks ago
Haywards Heath, West Sussex, United Kingdom Edenbrook Full timeEdenbrook is seeking a highly skilled Strategic Financial Planning Analyst to join our team. As a key member of our finance department, you will play a critical role in defining, analyzing, and executing business change strategies.As a Strategic Financial Planning Analyst, you will be responsible for:Business Analysis: Review current and target...
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Strategic Financial Planning Analyst
3 weeks ago
Haywards Heath, West Sussex, United Kingdom Edenbrook Full timeEdenbrook is seeking a highly skilled Strategic Financial Planning Analyst to join our team. As a key member of our finance department, you will play a critical role in defining, analyzing, and executing business change strategies.As a Strategic Financial Planning Analyst, you will be responsible for:Business Analysis: Review current and target...
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Conveyancing Coordinator
4 days ago
Haywards Heath, West Sussex, United Kingdom Recruitment Solutions Full timeConveyancing CoordinatorRecruitment Solutions is seeking a highly organized and detail-oriented Conveyancing Coordinator to join our team. As a key member of our conveyancing team, you will be responsible for assisting conveyancers in preparing and drafting legal documents, liaising with clients and other parties, and maintaining accurate client files.Key...
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Conveyancing Coordinator
5 days ago
Haywards Heath, West Sussex, United Kingdom Recruitment Solutions Full timeConveyancing CoordinatorRecruitment Solutions is seeking a highly organized and detail-oriented Conveyancing Coordinator to join our team. As a key member of our conveyancing team, you will be responsible for assisting conveyancers in preparing and drafting legal documents, liaising with clients and other parties, and maintaining accurate client files.Key...
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Administrative Coordinator
1 month ago
Haywards Heath, West Sussex, United Kingdom Lutine Bell Full timeJob OverviewAdministrative Coordinator - Lutine BellLutine Bell is a dynamic Recruitment Consultancy specializing in the financial services sector. We partner with various organizations across the UK and Europe, delivering expert recruitment solutions in Audit, Finance, Risk Management, Compliance, and Legal fields.As we expand our operations, we are...
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Activities Coordinator
15 hours ago
Haywards Heath, West Sussex, United Kingdom Seed Recruitment Consultants Ltd Full timeActivities Coordinator OpportunityWe are seeking a highly motivated and enthusiastic Activities Coordinator to join our team at one of our Care Homes in Haywards Heath.As an Activities Coordinator, you will be responsible for planning and delivering a range of interesting and stimulating activities for our residents, ensuring that every week is filled with...
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Activities Coordinator
13 hours ago
Haywards Heath, West Sussex, United Kingdom Seed Recruitment Consultants Ltd Full timeActivities Coordinator OpportunityWe are seeking a highly motivated and enthusiastic Activities Coordinator to join our team at one of our Care Homes in Haywards Heath.As an Activities Coordinator, you will be responsible for planning and delivering a range of interesting and stimulating activities for our residents, ensuring that every week is filled with...
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Conveyancing Coordinator
15 hours ago
Haywards Heath, West Sussex, United Kingdom Recruitment Solutions Full timeConveyancing Coordinator OpportunityWe are seeking a highly organized and detail-oriented Conveyancing Coordinator to join our team at Recruitment Solutions. As a Conveyancing Coordinator, you will play a crucial role in supporting our conveyancing team in preparing and drafting legal documents, liaising with clients and other parties, and maintaining...
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Conveyancing Coordinator
12 hours ago
Haywards Heath, West Sussex, United Kingdom Recruitment Solutions Full timeConveyancing Coordinator OpportunityWe are seeking a highly organized and detail-oriented Conveyancing Coordinator to join our team at Recruitment Solutions. As a Conveyancing Coordinator, you will play a crucial role in supporting our conveyancing team in preparing and drafting legal documents, liaising with clients and other parties, and maintaining...
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Emergency Planning Officer
34 minutes ago
Haywards Heath, West Sussex, United Kingdom University Hospitals Sussex NHS Foundation Trust Full timeJob OverviewAs a key member of the University Hospitals Sussex NHS Foundation Trust's Emergency Preparedness, Resilience and Response Team, you will play a crucial role in ensuring the Trust's compliance with relevant legislation and guidance, including the Civil Contingencies Act 2004 and NHS England's Emergency Preparedness Framework.Main...
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Activities Coordinator
7 days ago
Haywards Heath, West Sussex, United Kingdom Seed Recruitment Consultants Ltd Full timeCare Homes in Haywards Heath are seeking an Activities Coordinator to join their team. The successful candidate will work closely with residents to plan and deliver a range of interesting and stimulating activities every week. This is a full-time position with a competitive salary and benefits. The Activities Coordinator will report to the Care Manager and...
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Activities Coordinator
7 days ago
Haywards Heath, West Sussex, United Kingdom Seed Recruitment Consultants Ltd Full timeCare Homes in Haywards Heath are seeking an Activities Coordinator to join their team. The successful candidate will work closely with residents to plan and deliver a range of interesting and stimulating activities every week. This is a full-time position with a competitive salary and benefits. The Activities Coordinator will report to the Care Manager and...
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Care Coordinator
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Alliance for Better Care CIC Full timeJob DescriptionAbout the RoleWe are seeking a highly skilled and dedicated Care Coordinator to join our team at Alliance for Better Care CIC. As a Care Coordinator, you will play a vital role in supporting the smooth coordination of patient care for one practice within our Primary Care Network.Key ResponsibilitiesArrange and coordinate Multi-Disciplinary...
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Care Coordinator
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Alliance for Better Care CIC Full timeJob DescriptionAbout the RoleWe are seeking a highly skilled and dedicated Care Coordinator to join our team at Alliance for Better Care CIC. As a Care Coordinator, you will play a vital role in supporting the smooth coordination of patient care for one practice within our Primary Care Network.Key ResponsibilitiesArrange and coordinate Multi-Disciplinary...
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Project Coordinator
20 hours ago
Haywards Heath, West Sussex, United Kingdom Advance TRS Full timeJob DescriptionKey Responsibilities:The successful candidate will be responsible for assisting in the preparation and coordination of delivery activities throughout the operational life of programmed work.Key Tasks:Develop project objectives by reviewing project proposals and plans, and collaborating with relevant stakeholders.Coordinate logistics,...
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Project Coordinator
1 day ago
Haywards Heath, West Sussex, United Kingdom Advance TRS Full timeJob DescriptionKey Responsibilities:The successful candidate will be responsible for assisting in the preparation and coordination of delivery activities throughout the operational life of programmed work.Key Tasks:Develop project objectives by reviewing project proposals and plans, and collaborating with relevant stakeholders.Coordinate logistics,...