Financial Services Coordinator
1 month ago
We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at IDEX Consulting.
About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.
The successful candidate will be responsible for providing comprehensive administrative support, including report preparation, data collation, and client communication. You will work closely with our team to ensure seamless delivery of services to clients.
We are looking for someone who is a good team player, adaptable, and organized with excellent attention to detail.
Previous administration experience and ideally experience of report writing, as well as previous IFA or financial services experience, are highly desirable.
We estimate the salary for this role to be around £25,000-£30,000 per annum, depending on experience.
What We Offer:- A competitive salary and benefits package
- Ongoing training and development opportunities
- A dynamic and supportive work environment
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Financial Operations Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Services Coordinator Job OpportunityEvelyn Partners Fund Solutions Limited is recruiting a Financial Services Coordinator to support the smooth operation of our financial services team in Glasgow. As a key member of our organization, you will be responsible for delivering high-quality administrative support and ensuring efficient day-to-day...
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Financial Services Coordinator
5 hours ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading provider of financial and professional services, dedicated to helping individuals, families, and businesses achieve their goals. With over 186 years of experience, we offer a wide range of services, from wealth management to professional consulting. Our team is passionate about delivering exceptional...
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Financial Services Coordinator
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Financial Services Coordinator
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Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers, a UK-based advisory business, is dedicated to helping individuals with their financial planning needs. Our commitment to exceptional service has earned us a reputation as one of the industry's top advisory businesses.We believe in face-to-face interactions and have a large team of advisers across the UK, including Scotland and...
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Operations Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
6 days ago
Glasgow, Glasgow City, United Kingdom The Recruitment Council Full timeJob OverviewWe are seeking a highly motivated and organized Financial Services Coordinator to join our team at The Recruitment Council.The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client services.About the RoleEnsure seamless new business implementation and policy renewal...
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3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAt Eden Scott, we are seeking a highly organized and analytical Financial Services Coordinator to support our team of Independent Financial Advisers. As a key member of our operations team, you will play a crucial role in accurately inputting information, preparing reports, booking appointments, and supporting paraplanners.Key Responsibilities:Accurately...
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Financial Services Coordinator
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Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeBecome a Key Player in Our Financial Services TeamWe are looking for a highly skilled Financial Services Coordinator (Transfer In) to join our team at Evelyn Partners Fund Solutions Limited. This is a full-time position based in Glasgow, with a 12-month fixed-term contract.Evelyn Partners is a leading provider of financial and professional services, with a...
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Financial Services Coordinator
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Glasgow, Glasgow City, United Kingdom CV-Library Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to support our client in the Manufacturing, Warehousing & Logistics sector. Located in Glasgow, this permanent role involves managing purchase invoices, supplier accounts, and expense processing using SAP and Xero.The ideal candidate will be passionate about finance and have...
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Financial Services Operations Coordinator
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Accounts Coordinator
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Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Financial) Limited Full timeFinancial Support RoleLusona Consultancy (group) Limited is seeking an experienced Accounts Coordinator to join their team. The ideal candidate will have a strong background in accounting and be proficient in Sage 50. Key responsibilities include managing the general ledger, reconciling supplier statements, and supporting the Finance Manager and Financial...