Financial Services Coordinator
2 days ago
At Meraki Talent Ltd, we are seeking a skilled Financial Services Coordinator to join our team in Edinburgh. The estimated salary for this role is £25,000 - £30,000 per annum.
The successful candidate will have the opportunity to work with our Financial Planning/Advice client, assisting in managing client relationships, processing new business applications, and maintaining accurate client records.
Key responsibilities include:
- Preparing client review packs, reports, and presentations to ensure timely and accurate information for client meetings.
- Making client appointments and ensuring client data is accurate and up-to-date on our CRM system.
- Dealing with clients over the telephone and email, providing exceptional communication and interpersonal skills.
Requirements:
- Previous experience working in a customer service or administrative role within the financial services sector.
- Excellent organisational skills, with the ability to manage multiple tasks and prioritise effectively.
- Strong attention to detail and accuracy in data entry and documentation.
-
Financial Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Forth Capital Full timeBecome a Valued Member of Our Team as a Financial Services CoordinatorForth Capital is a well-established International Financial Planning firm seeking an experienced Financial Services Coordinator to join our Client Services Team. This role offers a competitive salary of $55,000 - $75,000 per annum, commensurate with experience, plus opportunities for...
-
Financial Services Coordinator
4 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Title:Financial Services CoordinatorWe are seeking a highly organized and detail-focused individual to join our team at Meraki Talent Ltd as a Financial Services Coordinator. This role is ideal for someone with previous experience in a similar administrative position within the financial services sector.Salary: £35,000 - £45,000 per annumKey...
-
Financial Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom oilandgas Full timeJob OverviewThe Financial Services Coordinator role is an exciting opportunity to join our team at AtkinsRéalis, a leading global consultancy. This position will work within the Accounts Receivable and Service Delivery team, coordinating office management across the Centre of Excellence.Main activities include supporting projects, managing company...
-
Financial Services Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Capital Credit Union Full time**Job Overview**The Financial Services Coordinator role is a critical component of delivering quality services at Capital Credit Union. This position requires providing exceptional member care through efficient processing of transactions, meticulous account reconciliation, and timely responses to queries.Key responsibilities include processing daily banking...
-
Senior Financial Services Coordinator
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeRole OverviewWe are seeking a senior-level Senior Financial Services Coordinator to join our team in Edinburgh or Glasgow. As a key member of our financial planning team, you will provide strategic support to our financial advisers through technical research and report writing.You will have hands-on exposure to clients, be a vital part of the advice process,...
-
Financial Services Operational Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the PositionEden Scott is seeking a skilled Financial Services Operational Coordinator to join their team. In this role, you will be responsible for generating Management Information Systems (MIS) and Key Risk Indicators (KRIs) reports.ResponsibilitiesGenerate MIS and KRI reports to ensure regulatory compliance.Participate in quality assurance, risk...
-
Financial Services Coordinator
11 hours ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeWe are excited to announce a new opening for a Financial Services Coordinator at our Edinburgh office.This is an ideal opportunity for a highly organized and detail-focused individual to join our team and support our Wealth Planners in delivering exceptional client service.As a Financial Services Coordinator, you will be responsible for processing client...
-
IT Project Coordinator
4 days ago
Edinburgh, Edinburgh, United Kingdom Change Digital - Digital & Tech Recruitment Full timeJob DescriptionWe are looking for an IT Project Coordinator to support our financial services clients in Edinburgh and Glasgow.You will be responsible for participating in a large-scale IT transformation programme and working on multiple small change requests.The successful candidate will have experience working on IT projects as a Business Analyst, solid MS...
-
Financial Services Product Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe are recruiting for a skilled individual to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The purpose of this role is to work closely with cross-functional teams, including operational, technology, and distribution teams, to ensure that developments meet customer needs and contribute to business...
-
Financial Services Coordinator
6 days ago
Edinburgh, Edinburgh, United Kingdom CV Library Full timeAbout the CompanyCareer opportunities await at CV Library, a leading job search platform dedicated to connecting talented professionals with exciting new roles.This position is part of our commitment to providing exceptional support services within the financial sector. We value innovation, teamwork, and customer satisfaction.Job OverviewWe are currently...
-
Certified Financial Services Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout This OpportunityThis is an exciting opportunity for an experienced Financial Adviser to join our company and provide high-quality financial advice to clients. As a key member of our team, you will be responsible for cultivating client relationships and supporting investment professionals.
-
Financial Project Coordinator
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott is seeking a highly skilled Financial Project Coordinator to join our team. As a Financial Project Coordinator, you will play a key role in supporting our commercial operations by providing financial analysis and contract management expertise.The estimated salary for this role is $85,000 - $105,000 per annum, depending on experience.About the...
-
Financial Services Coordinator
10 hours ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeExciting Opportunity at IDEX ConsultingA really exciting opportunity has arisen for a Trainee Paraplanner within our dynamic team at IDEX Consulting based in Edinburgh.You must have some experience in the financial services industry and be working towards your diploma in financial services.Key Responsibilities:Report writing for financial services products...
-
Financial Services Project Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Lorien Full timeAbout the RoleWe are seeking a talented PMO Lead to join our team at Lorien. As a key member of our project team, you will play a crucial role in supporting our client's exciting project.This is a 6-month contract opportunity with the possibility of extension. You will work closely with stakeholders to ensure the smooth delivery of the project.Key...
-
Financial Operations Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom NIRAS UK Full timeOverviewNIRAS UK is a leading provider of grant management services, contracted by the UK Government's Department for Environment, Food and Rural Affairs (Defra) to manage various grant funds. Our team has a strong track record of success in supporting the administration of these grants.Job DescriptionWe are seeking an experienced Financial Operations...
-
Financial Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom AMG Search Full timeJob SummaryA leading financial services firm in Edinburgh, Scotland is seeking an experienced Compliance/Paraplanner to join their team. In this dynamic role, you will be responsible for supporting the firm's objectives by splitting time between compliance and paraplanning duties. The ideal candidate will have experience in compliance and paraplanning, with...
-
Financial Proposition Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...
-
Financial Operations Coordinator
2 days ago
Edinburgh, Edinburgh, United Kingdom Alzheimer Scotland Full timeAlzheimer Scotland, Scotland's national dementia charity, is seeking an experienced finance professional to join its team as a Financial Operations Coordinator. The role will have a primary focus on the accounts receivable function, ensuring timely and accurate processing of documents. A strong communicator with experience in high-volume transactional...
-
Financial Services Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom iMultiply Resourcing Full timeJob Summary">About the Role: We are seeking a skilled Senior Finance Support Professional to join our team at iMultiply Resourcing.">Key Responsibilities:">Prepare management accounts, ensuring accurate and timely financial reporting.Record financial transactions, maintaining a high level of accuracy and attention to detail.Reconcile sales taxes, payroll...
-
Financial Operations Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Tbwa ChiatDay Inc Full timeRole OverviewWe are seeking a detail-oriented and organized Financial Operations Coordinator to join our finance team in Edinburgh. The successful candidate will be responsible for accurately recording banking transactions, maintaining corporate bank accounts in NetSuite, and performing weekly and monthly bank reconciliations.This is a unique opportunity to...