Financial Portfolio Coordinator

Job 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...

At Instagroup Ltd, we are seeking a detail-oriented and dedicated Financial Operations Coordinator to support our finance team in handling day-to-day financial operations. This role is crucial for ensuring the accuracy and efficiency of financial processes, supporting key activities like accounts receivable, accounts payable (holiday cover) and general...

A career-defining opportunity has arisen at Butler Rose, a leading public practice accounting firm. We are seeking an Accounting Portfolio Manager to join our team, offering a salary of £55,000 - £80,000 depending on experience.The successful candidate will have extensive experience managing a portfolio of clients and preparing year-end accounts. They will...

Artemis 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...

At 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...

**Treasury and Capital Portfolio LeadWe are seeking an experienced Treasury and Capital Portfolio Lead to join our proactive finance team at Wokingham Borough Council, on a full-time permanent basis.In this pivotal role, you will be responsible for overseeing the capital and treasury management functions of the Council's finance management. Your...

Aylesbury 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...

At our clients' firm in Wokingham, we are seeking a highly motivated and organized Senior Financial Services Coordinator to support Financial Advisers in delivering world-class financial advice services. If you have a strong background in administration, excellent communication skills, and a passion for financial services, we encourage you to apply for this...

Job SummaryWe 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...

We 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...

Job Opportunity: Senior Service Charge AccountantBased in Crowthorne House, Wokingham, we are seeking an experienced Senior Service Charge Accountant to join our team at Leaders Romans Group.We offer a competitive salary package of £45,000 - £60,000 per annum, depending on experience, as well as quarterly and yearly awards, a salary sacrifice pension...

Job 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...

We are currently recruiting for an Administrative Coordinator - Wokingham position at Artemis Recruitment Consultants Ltd.About the RoleThis role involves providing administrative support to our financial planners, including pipeline management, data entry, and coordination of internal projects. The ideal candidate will have excellent communication and...

Job 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...

Butler Rose, a modern and flexible accountancy practice, is seeking an experienced Senior Financial Accountant to join their team. This exciting opportunity offers a competitive salary of £50,000 - £75,000 depending on experience.The ideal candidate will have recent experience working in a UK-based accountancy practice and will be responsible for managing...

IFA Operations Coordinator Job Description:Mulberry Recruitment is seeking an experienced Senior IFA Administrator to join our team as an IFA Operations Coordinator. In this role, you will be responsible for coordinating the day-to-day operations of our financial advisory services and ensuring that all client communication is accurately recorded and...

OverviewCirca £75,000 - £85,000 + Fully Remote + BenefitsAn experienced Finance professional is required to join the senior team and take responsibility for financial oversight and development of the finance team and its systems and controls.The ideal candidate will have previous hands-on experience in a broad ranging finance related role, ideally with...

About 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...

Key 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...

Birchwell Associates is a leading UK supplier of innovative environmental building solutions, specializing in high-performance, energy-efficient products for construction projects.Job OverviewThis exciting opportunity is to join our Special Projects department, focusing on bespoke acoustic and weather louvre systems, panels, screens, and enclosures.Key...