Financial Services Coordinator

At Click and Connect Online Limited, we are seeking a skilled Financial Services Coordinator to join our team. This is an exciting opportunity to work in the wealth management industry and contribute to delivering exceptional client service.Job DescriptionThe Financial Services Coordinator will be responsible for addressing client queries and inquiries...

**Company Overview**Hoxton Wealth is a leading global financial services firm with a strong presence in key markets. With a tech-led approach to financial planning, the company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.Our firm has around £2 billion in assets...

**About the Role**Mitchell Hall Consulting is seeking a skilled Financial Services Coordinator to join their Liverpool office. As a pivotal member of the team, you will support the Financial Planners and Paraplanners in various aspects of financial services administration.Key responsibilities include dealing with new business admin, client suitability...

NHS Financial Services Coordinator RoleWe are seeking an experienced financial services coordinator to join our team at The Walton Centre NHS Foundation Trust. As a key member of our finance team, you will play a vital role in providing high-quality financial services and advice to support our mission of delivering exceptional patient care.You will work...

About the Job:We are seeking an experienced Financial Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for supporting the management of client portfolios and ensuring seamless service delivery.Job Description:Work closely with Advisers, Paraplanners, and Client Service...

About the RoleWe are seeking an experienced Financial Services Coordinator to join our team at Aspion. The successful candidate will be responsible for managing the receipt and processing of finance documentation for all applications, ensuring accurate handling for retail, corporate, and contract hire business.This is a back-office support role that involves...

About the RoleAs a Financial Services Coordinator with Michael Page (UK), you will be responsible for completing client summaries to a high quality, managing client documents providing suitability reports and procedures, and maintaining a high level of checks in central processes. You will also be required to update on all reporting systems with appropriate...

About Hoxton WealthHoxton Wealth is a global financial services firm with a strong presence in key locations. With a tech-led approach to financial planning, the company combines innovative technology solutions with expertise in tax-efficient strategies to deliver comprehensive wealth management services.Job OverviewWe are seeking a highly organized and...

Acorn insurance & Financial Services LTD is seeking a highly skilled Risk Management Coordinator to join our Liverpool office. In this role, you will be responsible for managing a small portfolio of claims, using your expertise to investigate, identify, and raise any fraud concerns.The successful candidate will be able to demonstrate their ability to...

Job OverviewRev & Regs is seeking a skilled Financial Services Project Coordinator to join their team in Liverpool.The successful candidate will be responsible for:Managing project deliverables and ensuring timely completion within allocated budgets.Preparing and reviewing complex financial reports, including benefits calculations.Maintaining accurate...

Job DescriptionWealth Management Client Services Advisor - LiverpoolAbout Our ClientPrestigious private wealth advisory firm catering to international investors and expatriates globally.Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry.Key...

Company Overview:Hoxton Wealth is a leading global financial services firm with a strong presence in key locations. Leveraging a tech and tax-led approach, the company delivers comprehensive wealth management services to clients worldwide.Salary: £45,000 - £55,000 per annumJob Description:We are seeking a highly organized Financial Services Administrator...

Financial Administrator PositionWe are seeking a highly skilled Financial Administrator to join our expanding team at Artemis Recruitment Consultants Ltd in Liverpool. The successful candidate will be responsible for preparing and packaging financial planning reports for our financial planners and their clients.The ideal candidate will have previous...

Company OverviewHoxton Wealth is a leading global financial services firm with a strong presence in key international markets. With a comprehensive approach to financial planning, the company leverages innovative technology solutions and deep expertise in tax-efficient strategies to deliver bespoke wealth management services.With around £2 billion in assets...

Job Summary:The Titanic Hotel in Liverpool is seeking a skilled Financial Transactions Coordinator to manage financial transactions and improve efficiency in our finance department. This role involves coordinating the purchasing process, managing purchase orders, and verifying data in the kitchen food flash report.Main Responsibilities:- Coordinate...

Wealth Management Client Services AdvisorOur client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry.Role Overview:The Wealth Management...

Job OverviewWe are partnering with an international law firm to find a skilled Financial Transaction Coordinator. The successful candidate will join a busy and friendly cashiering department.The key responsibilities of this role include post disbursement invoices, producing reports on disbursement invoices, inputting Counsel fee notes, and reconciling fees...

About this role:This Client Relationship Manager position requires a proactive individual with experience managing and developing client relationships within the financial services sector or wealth management.Your commitment to providing exceptional service supports building relationships with clients, ensuring all clients receive the high standard of...

Job Title: Financial Transaction CoordinatorWe are partnering with a highly respected international law firm to find an experienced Financial Transaction Coordinator to join their busy cashiering department.Main Responsibilities:To process disbursement invoices accurately and efficiently.Prepare reports on disbursement invoices as required.Input Counsel fee...

Independent Resourcing Consultancy Ltd seeks a diligent and organized Financial Services Administrator to provide comprehensive administrative support to financial advisors and ensure the smooth operation of their services.The ideal candidate will have 2+ years of experience in an administrative role, preferably within the financial services or wealth...