Senior Financial Services Coordinator
7 days ago
We are seeking a skilled and experienced Senior Financial Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our independent financial advisers.
About the RoleThis is an exciting opportunity for a motivated and organized individual to take on a key role in our business. Your primary responsibility will be to assist our financial advisers in preparing recommendations and producing suitability reports in line with company policy.
Key Responsibilities- Assisting Financial Advisers: Provide administrative support to our financial advisers, including collecting and collating client information, discussing client objectives, and assisting in identifying planning areas and sourcing solutions.
- Compliance Documentation: Ensure all required compliance documentation is present and correct, and obtain necessary information, quotes, and product details for analysis.
- Report Writing: Prepare suitability letters and reports for approval by the financial adviser.
- Understanding of Financial Planning: Possess a solid understanding of the financial planning process and ability to work within defined business processes.
- Strong Interpersonal Skills: Excellent interpersonal skills, both written and verbal, with the ability to communicate effectively with clients and colleagues.
- Organizational Skills: Prioritize and plan own workload, multitask, and prioritize effectively.
We offer a competitive salary of £35,000 - £40,000 per annum, depending on experience, as well as excellent benefits and opportunities for professional development.
-
Financial Services Coordinator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking a highly skilled 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 Financial Planners in research and analysis to meet client needs and objectives.Key ResponsibilitiesProvide high-level administrative support to Financial...
-
Senior Financial Wellbeing Coordinator
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom CPSL Mind Full timeJob DescriptionCPSL Mind is a values-led charity that supports local people in their recovery from mental health issues and promotes wellbeing.We are looking for a Senior Financial Wellbeing Coordinator to join our team, based in Cambridge with travel across South and East Cambridgeshire.WorkWell Financial Wellbeing CoordinatorHours: 37.5 hours per week,...
-
Financial Services Coordinator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Shero Talent Consultancy Full timeJob Title: Financial Services CoordinatorEstimated Salary: £45,000 - £55,000 per annumJob Responsibilities:We are looking for a skilled Financial Services Coordinator to join our team in Cambridge. As a key member of our wealth management team, you will be responsible for client servicing, new client onboarding, and maintaining stakeholder...
-
Senior Financial Coordinator
5 days ago
Cambridge, Cambridgeshire, United Kingdom CPSL Mind Careers Full timeAbout the Role:We are seeking an experienced Senior Financial Coordinator to join our team as a Budget Management Specialist. As a key member of our Finance Team, you will play a vital role in managing personal support budgets for individuals struggling with employment challenges.Key Responsibilities:Monitor and manage individual personal support budgets,...
-
Project Coordinator for Financial Operations
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeThe University of Cambridge is seeking an experienced administrator to support the PA to the Deputy Director of Finance, with a focus on providing administrative support to special projects within Financial Operations.This role will involve providing an efficient and effective administrative and project planning function for various projects led by the...
-
Senior Community Services Coordinator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Sanctuary Personnel Ltd Full timeJob Summary: We are looking for a highly skilled Senior Social Worker to join our team as a Senior Community Services Coordinator. The successful candidate will be responsible for leading our Adult Community Team in Huntingshire, Cambridgeshire. The role involves providing professional leadership in complex cases, assessing risks, and balancing factors...
-
Financial Operations Coordinator
7 days ago
Cambridge, Cambridgeshire, United Kingdom EA First Compass House Full timeJob Role:We are seeking a Financial Operations Coordinator to join our team at EA First Compass House.Responsibilities:Manage client accounts and deliver outsourced accounting servicesPrepare financial reports and ensure accurate and timely completionUse cloud accounting software to drive efficiencyRequirements:AAT qualificationStrong communication and...
-
Associate Director of Tax Services
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Hays Senior Finance Full timeJoin Hays Senior Finance as an Associate Director of Tax ServicesWe are seeking an experienced tax professional to join our team as an Associate Director of Tax Services. In this role, you will work closely with our clients to deliver expert tax advice and support their business growth. The estimated salary for this role is £100,000 - £130,000 per annum,...
-
Senior M&E Project Coordinator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom SSI services Full timeJob OverviewAt SSI Services, we're seeking an experienced and skilled Senior M&E Project Coordinator to join our team. This is an exciting opportunity to work in a dynamic environment where you'll be responsible for delivering M&E projects under various frameworks from £1k to £2M.This role involves working closely with our Project, Commercial, Design, and...
-
Financial Services Support Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeWe are seeking a motivated Financial Services Support Specialist to join our Professional Services Finance team in Cambridge, providing comprehensive finance services to the Department of Medicine.The role is hybrid, with office days based in the Cambridge Biomedical Campus. During your 1.5-year apprenticeship, you will form a key part in the day-to-day...
-
Senior Financial Analyst
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom The One Group Full timeAre you an ambitious financial professional looking to take your career to the next level? The One Group is seeking a highly skilled Senior Financial Analyst to join their dynamic finance team in Cambridge.Company OverviewWe are a reputable and prestigious company based in Cambridge, dedicated to delivering exceptional services to our clients. Our finance...
-
Senior Project Coordinator
7 days ago
Cambridge, Cambridgeshire, United Kingdom Coel Full timeJob Title: Senior Project CoordinatorAbout the Role:We are seeking a skilled Senior Project Coordinator to join our team at Coel, a leading commercial workspace design and fit-out company based in Cambridge. As a key member of our project management team, you will play a crucial role in delivering exceptional workspaces for our clients.About You:We are...
-
Financial Wellbeing Coordinator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom CPSL Mind Full timeCPSL Mind is a leading charity that champions local wellbeing and mental health recovery.As a Financial Wellbeing Coordinator, you will play a vital role in managing personal support budgets for individuals across Cambridge City, East Cambs, and South Cambs.The WorkWell project aims to support people in getting back to work or thriving at work despite health...
-
Senior Financial Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom CFGI Full timeCompany OverviewCFGi is a leading accounting advisory firm that works closely with senior management of FTSE 100, mid-cap, and start-up companies. Our team of experts provides high-quality services, including financial analysis, planning, and reporting.
-
Senior Financial Administrator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom East Cambridgeshire District Council Full timeWe are seeking an experienced Senior Financial Administrator to join our team at East Cambridgeshire District Council, located in the beautiful city of Ely.The successful candidate will be responsible for providing high-quality financial support to the council, ensuring accurate and timely management of financial resources.As a Senior Financial...
-
Engineering Field Services Coordinator
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Ernest Gordon Recruitment Full timeWe are seeking a highly skilled Engineering Field Services Coordinator to join our team at Ernest Gordon Recruitment. This exciting role offers the opportunity to progress from a Lift Engineer position into a Service Management role within a global leading lift company.As Engineering Field Services Coordinator, you will be responsible for overseeing the...
-
Senior Financial Strategist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full timeStrategic Financial Insights\Jagex Limited is a thriving international games company seeking a Senior Financial Strategist to drive financial insights and support our ambitious growth plans. In this pivotal role, you will collaborate with senior leadership and cross-functional teams to develop and execute financial strategies that enhance our...
-
Senior Financial Analyst
2 months ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Senior Financial Analyst to join our finance team in Cambridge, UK. The ideal candidate will have a strong background in financial analysis and planning, with experience in:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial...
-
Senior Financial Manager
1 day ago
Cambridge, Cambridgeshire, United Kingdom CV-Library Full timeSenior Financial Manager OpportunityPure Resourcing Solutions Limited is seeking an experienced Senior Financial Manager to lead our Finance team in Cambridge. As a seasoned professional, you will be responsible for managing the financial close process, ensuring accurate statutory reporting, and strengthening internal controls.Your expertise in UK and Irish...
-
Senior Financial Strategist
1 month ago
Cambridge, Cambridgeshire, United Kingdom The One Group Full timeThe One Group is seeking a Senior Financial Strategist to partner with various teams across the business and interact with senior stakeholders, providing accurate reporting and forecasting to support informed decision-making.Key Responsibilities:Develop and improve cash flow forecasting and prepare monthly financial information and reporting packsAssist in...