Financial Services Coordinator

Financial Services CoordinatorWe're seeking a highly organized Financial Services Coordinator to join our team in Birmingham. As a Financial Services Coordinator, you'll provide essential administrative support to financial planners, including maintaining accurate records, responding to client queries, and ensuring seamless day-to-day operations.The ideal...

Evelyn Partners is a leading integrated wealth management and professional services group that values innovation, collaboration, and excellence. We are seeking a highly skilled Senior Financial Services Coordinator to join our team in a dynamic and supportive environment. This role offers a competitive salary of approximately £60,000 - £75,000 per annum,...

We are seeking an experienced administrator to join our team as a Financial Services Coordinator. This role will involve providing high-quality administrative support to a team of financial advisors and paraplanners.The successful candidate will be responsible for delivering seamless administrative support, managing client communications, and ensuring all...

Job Title: Financial Services CoordinatorSalary: £25,000 - £30,000 per annum.We are seeking a highly skilled Financial Services Coordinator to join our team at Smile Education. As a key member of our finance department, you will play a crucial role in supporting the Business Manager with budget administration, reconciling bank statements, and accounting...

Job SummaryWe are seeking a Financial Services Coordinator to join our team in Pattingham, Wolverhampton. As a key member of our team, you will provide technical support to advisors and directors, ensuring efficient business processing and enhancing our Practice's PQS. The ideal candidate will have excellent communication and relationship-building skills, as...

**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...

About Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...

Client Services Coordinator PositionWe are looking for a highly motivated Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional administrative support in a fast-paced financial services environment.This role is ideal for an experienced administrator who...

Financial Ledger CoordinatorA highly organized and detail-oriented individual is required to coordinate the financial activities of DP Building Systems Limited. The successful candidate will be responsible for collating supplier invoices, requesting supplier statements, and reconciling these to our ledger. They will also prepare bi-weekly payment lists and...

Job Overview:We have an exciting opportunity for an experienced Insurance Financial Services Coordinator to join our team.Key Functions:Manage client portfolios, ensuring accuracy and efficiency in financial transactions.Work closely with Market Teams to collect and process funds.Manage brokerage receivables, funding, and other related tasks.Participate in...

We are seeking a highly skilled and experienced Finance Manager to join Auriga Services Limited. As a key member of our Finance department, you will play a critical role in managing daily financial operations.Key ResponsibilitiesThe successful candidate will be responsible for:Managing the day-to-day activities of the Finance TeamDeveloping and implementing...

Job SummaryWe are seeking a highly organized and detail-focused individual to join our team as a Financial Services Coordinator in Coventry. As a key member of our operations team, you will be responsible for processing payments, resolving allocation queries, and maintaining accurate bank records.The ideal candidate will possess excellent communication...

Financial Services Administrator and Paraplanner RoleWe are seeking an experienced Financial Services Administrator and Paraplanner to join our team at a successful and established Financial Services company. This company is part of a major National Wealth Management brand and is currently expanding.This office-based role in Wolverhampton requires an...

Seeking Financial Transaction CoordinatorCV-Library is seeking a highly skilled Financial Transaction Coordinator to join our team. The successful candidate will be responsible for coordinating financial transactions, including processing invoices and payments, reconciling supplier statements, and managing the company's expenses. With a strong understanding...

Front Row Recruitment is a leading name in the UK's Financial Services and Investment Management sectors. They currently seek an experienced Financial Planning Coordinator to join their team based in Birmingham.The ideal candidate will possess 2 years plus experience in a similar support role within the financial services sector, ideally from an IFA although...

We are looking for a talented Financial Transaction Coordinator to join our accountancy practice in Dudley.As a Financial Transaction Coordinator, you will be responsible for coordinating financial transactions for clients, including bookkeeping, VAT registration, and compliance. This will involve preparing regular allocations of bookkeeping, as well as...

Job SummaryWe are seeking a highly experienced Senior Financial Coordinator to join our team at The Schools of King Edwards VI in Birmingham. This role offers a competitive annual salary of £40,000 - £45,000.About Our OrganisationOur organisation is committed to supporting excellence in education across the City of Birmingham. With a long history of...

Job OverviewWe are seeking an experienced Financial Operations Coordinator to join our finance team at VC Evidensia UK. This role involves ensuring the smooth operation of our financial processes and working closely with the Hospital Director to manage financial reporting.About the RoleThis full-time position requires 40 hours per week, Monday to Friday,...

Job Title: Financial Planning CoordinatorWe are seeking a highly organized and experienced individual to support our financial planners in delivering exceptional client service. The successful candidate will have a proven track record of success in financial services administration and be able to demonstrate strong communication, organizational, and...

Job SummaryJigsaw Financial invites applications from experienced Investment Managers for a challenging role that involves promoting funds and the investment management proposition to intermediaries/advisers, establishing strong relationships with advisers, and leading and managing business development activities. The ideal candidate will have proven...