Current jobs related to Financial Services Coordinator - Liverpool, Liverpool - Page Personnel Finance
-
Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeCompany OverviewOur client is a reputable private wealth advisory firm that caters to international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they are committed to maintaining excellence and innovation in the wealth management industry. As they continue to grow, they are seeking a...
-
Operations Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Bibby Financial Services Full timeAt Bibby Financial Services, we strive to create a truly inclusive workplace where everyone has an equal opportunity to reach their full potential. If you require any accommodations to support you through the recruitment process, please don't hesitate to let us know. Our core values are built around the principles of trust, innovation, and doing the...
-
Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our back-office support team, you will be responsible for managing the receipt and processing of finance documentation for all applications, ensuring accurate handling and timely fund release.About the RoleThe successful...
-
Claims Process Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeJob Title: Claims Process CoordinatorAbout the Role:We are seeking a highly skilled Claims Process Coordinator to join our team at Acorn Insurance & Financial Services LTD. As a Claims Process Coordinator, you will play a critical role in the designing of a Claims Resource Database and identifying opportunities for process development and optimization of...
-
Claims Process Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeJob DescriptionAs a Claims Process Coordinator at Acorn Insurance & Financial Services LTD, you will play a critical role in designing a Claims Resource Database and identifying opportunities for process development and optimization of claims handling.You will work closely with cross-functional teams to ensure efficient and clear processes, contributing to...
-
Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Liverpool. The ideal candidate will have experience in preparing and packaging financial planning reports, obtaining policy information, and maintaining accurate client records. Key responsibilities include: * Preparing and packaging financial planning...
-
Financial Services Coordinator
2 months ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package...
-
Financial Services Coordinator
2 months ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package...
-
Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob Title: Financial Administrator ApprenticeAre you a detail-oriented finance professional looking for a challenging role in a dynamic organization?We are seeking a highly organized and motivated Financial Administrator Apprentice to join our team at Aspion, an award-winning finance lender based in Liverpool. As a key member of our back-office support team,...
-
Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob Title: Financial Administrator ApprenticeAre you a detail-oriented finance professional looking for a challenging role in a dynamic organization?We are seeking a highly organized and motivated Financial Administrator Apprentice to join our team at Aspion, an award-winning finance lender based in Liverpool. As a key member of our back-office support team,...
-
Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will be responsible for providing support to our directors and their clients, with a focus on fund switch reports.Key ResponsibilitiesProvide high-quality Paraplanning services to our directors and their clientsAssist with the preparation of fund...
-
Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will be responsible for providing support to our directors and their clients, with a focus on fund switch reports.Key ResponsibilitiesProvide high-quality Paraplanning services to our directors and their clientsAssist with the preparation of fund...
-
Financial Inclusion Project Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom ScottishPower Full timeJob Title: Financial Inclusion Project CoordinatorWe are seeking a highly skilled and experienced Financial Inclusion Project Coordinator to join our team at ScottishPower. As a key member of our delivery team, you will play a crucial role in ensuring the safe provision of electricity distribution network services to our customers.Key...
-
Financial Inclusion Project Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom ScottishPower Full timeJob Title: Financial Inclusion Project CoordinatorWe are seeking a highly skilled and experienced Financial Inclusion Project Coordinator to join our team at ScottishPower. As a key member of our delivery team, you will play a crucial role in ensuring the safe provision of electricity distribution network services to our customers.Key...
-
Financial Transaction Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Page Personnel Sales Full timeAbout Our ClientPage Personnel Sales is a leading recruitment agency with a strong presence in Warrington. Our client is a well-established organisation with a team size of over 1000, making a significant impact in the community.Job DescriptionWe are seeking a highly skilled Financial Transaction Coordinator to join our team. The successful candidate will be...
-
Traffic Management Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Mj Quinn Integrated Services Ltd Full timeJob Title: Commercial Coordinator (Traffic Management)Job Summary:We are seeking a highly organized and detail-oriented Commercial Coordinator to join our team at Mj Quinn Integrated Services Ltd. As a Commercial Coordinator (Traffic Management), you will play a crucial role in supporting the Commercial Manager in all financial and commercial aspects of our...
-
Client Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Client Services CoordinatorJob Summary: We are seeking an experienced Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our wealth management team, ensuring the smooth operation of our client services.Key Responsibilities:Manage diaries and prepare...
-
Financial Services Leader
4 weeks ago
Liverpool, Liverpool, United Kingdom Michael Page Finance Full timeThis senior leadership role seeks an experienced Financial Services Leader to drive the strategic direction of our accounts and outsourcing department. The successful candidate will have a strong skill set in financial analysis, account management, and business strategy.Our client is a leading player in the professional services industry, providing...
-
Financial Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Liverpool Women's NHS Foundation Trust Full timeClinical Services Financial ManagementThe Financial Manager - Clinical Services will report directly to the Income and Contracts Manager and be responsible for supporting the team in the negotiation of clinical service and support contracts for services provided and received from CCGs and other bodies.Key responsibilities include:Supporting the Income and...
-
Customer Service Representative
2 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeWe are looking for a skilled professional to support our growing team in the Private Car Sales department at Acorn insurance & Financial Services LTD.The ideal candidate will be a self-motivated individual who is professional, enthusiastic, and has a keen attention to detail.The successful candidate will work in a target driven environment, providing...
Financial Services Coordinator
2 months ago
IFA Administrator Job Description
**Job Summary**
Page Personnel Finance is seeking a skilled IFA Administrator to join our team in Liverpool. As an IFA Administrator, you will play a crucial role in supporting our wealth management firm's operations.
**Key Responsibilities**
* Manage the client review service cycle from start to finish, ensuring seamless execution and timely completion.
* Coordinate with clients to schedule annual reviews, ensuring all necessary documentation is in order.
* Prepare comprehensive review packs, including valuations and compliance documents, to facilitate informed decision-making.
* Maintain accurate and up-to-date client data within our in-house system, ensuring data integrity and security.
* Attend client meetings with advisers, taking detailed notes and minutes, and preparing file notes for future reference.
* Prepare and dispatch relevant paperwork to clients on behalf of the adviser, ensuring timely and efficient communication.
* Assist with ad-hoc data projects as required, leveraging your analytical skills to drive business growth.
**Requirements**
* Previous experience in an IFA or similar financial services business, with a strong understanding of pensions or investments.
* Excellent attention to detail and accuracy, with a keen eye for precision.
* Self-motivated and proactive, with a willingness to take initiative and drive results.
* Strong organizational skills, with the ability to adapt and multitask in a fast-paced environment.
* Familiarity with Intelligent Office or similar systems is a plus.
**What We Offer**
* Competitive salary range: £25,000 - £28,000.
* 25 days of annual leave.
* Company pension scheme.
* Life assurance.
* Study support for relevant qualifications.
* Opportunities for professional development and growth within the company.
**Language Code:** en-US
