Financial Services Coordinator

3 weeks ago


Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time
Financial Services Administrator Role

We are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.

Key Responsibilities:
  • Client Onboarding: Welcome new clients and ensure a smooth onboarding process.
  • Investment Illustrations: Assist in compiling investment illustrations on behalf of our paraplanners.
  • Client Liaison: Liaise with clients and providers to resolve queries, valuations, and plan alterations.
Requirements:
  • Previous experience as an IFA Administrator.
  • Strong communication skills, both verbal and written.
  • Detail-focused with a strong work ethic.

This role offers a hybrid working arrangement and a potential tax-free bonus. If you are a motivated and organized individual looking to progress your career in financial services, please get in touch.



  • Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Positive Recruitment Consultants. As a key member of our team, you will provide administrative support to our Independent Financial Advisors, ensuring the smooth operation of our financial services.Main...


  • Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Positive Recruitment Consultants. As a key member of our team, you will provide administrative support to our Independent Financial Advisors, ensuring the smooth operation of our financial services.Main...


  • Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...


  • Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...


  • Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...


  • Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...


  • Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...


  • Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...


  • Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Ltd Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Administrator to support our team of Independent Financial Advisors.The successful candidate will be responsible for:Key Responsibilities: Managing diaries and scheduling appointments Handling incoming calls and emails Providing administrative support to the...


  • Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...


  • Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...


  • Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Full time

    We are seeking a highly organized and detail-oriented Financial Services Administrator to support our team in Grimsby. The ideal candidate will have 2+ years of administration experience, preferably in a financial background, and excellent IT skills.Main Responsibilities:• Dealing with incoming calls and emails• Diary Management• Booking appointments...


  • Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    We are seeking a highly skilled Financial Services Manager to join our team at Blusource Professional Services Ltd. The successful candidate will be responsible for managing client relationships and providing expert financial guidance.Key responsibilities include:Managing client portfolios and providing financial adviceDeveloping and implementing financial...


  • Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    Accountant / Client ManagerWe are seeking a highly skilled Accountant / Client Manager to join our team at Blusource Professional Services Ltd. This is a key role that requires a strong understanding of financial services and the ability to build and maintain strong relationships with clients.Key Responsibilities:Provide expert financial planning and...


  • Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    Accountant / Client ManagerWe are seeking a highly skilled Accountant / Client Manager to join our team at Blusource Professional Services Ltd. This is a key role that requires a strong understanding of financial services and the ability to build and maintain strong relationships with clients.Key Responsibilities:Provide expert financial planning and...


  • Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Balance in Your CareerAre you tired of working long hours without seeing the rewards? Do you want a career where you can achieve a better work-life balance? Look no further than Exchange Street Claims & Financial Services.Our ApproachWe believe in treating our employees fairly and giving them the support they need to succeed. Our financial planning firm...


  • Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Balance in Your CareerAre you tired of working long hours without seeing the rewards? Do you want a career where you can achieve a better work-life balance? Look no further than Exchange Street Claims & Financial Services.Our ApproachWe believe in treating our employees fairly and giving them the support they need to succeed. Our financial planning firm...


  • Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    Accountant / Client ManagerWe are seeking a highly skilled Accountant / Client Manager to join our team at Blusource Professional Services Ltd. This is a key role that requires a strong understanding of financial services and the ability to build and maintain strong relationships with clients.Key Responsibilities:Provide expert financial planning and...


  • Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    Accountant / Client ManagerWe are seeking a highly skilled Accountant / Client Manager to join our team at Blusource Professional Services Ltd. This is a key role that requires a strong understanding of financial services and the ability to build and maintain strong relationships with clients.Key Responsibilities:Provide expert financial planning and...


  • Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Services Manager to join our team at Blusource Professional Services Ltd. As an Accountant / Client Manager, you will be responsible for providing financial guidance and support to our clients.Key Responsibilities:Develop and implement financial strategies to drive business growthManage client...