Current jobs related to Financial Services Coordinator - Bridgend, Bridgend county borough - Finlink Ltd

  • Financial Services Advisor

    7 days ago

    Bridgend, Bridgend county borough, United Kingdom CleverHR Full time

    CleverHR is seeking a highly motivated Financial Services Advisor to join our team. As a Financial Services Advisor, you will play a key role in helping our clients achieve their financial goals and aspirations.Key Responsibilities:Provide expert advice on savings, investment, and protection products to families and individuals.Work closely with our clients...

  • Financial Transactions Coordinator

    2 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Môrwell Talent Solution Full time

    Accounts Clerk Role at Môrwell Talent SolutionKey Responsibilities:Process and reconcile purchase/sales ledger invoices to ensure accurate financial records.Perform bank reconciliations to identify discrepancies and resolve them efficiently.Maintain accurate and up-to-date financial records, including ledgers and journals.Assist the Financial Controller...

  • Financial Services Professional

    4 weeks ago

    Bridgend, Bridgend county borough, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are pleased to represent a well-established and respected Financial Services firm that offers a range of products to families and individuals across the UK.As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a variety of insurances, and...

  • Financial Services Professional

    2 months ago

    Bridgend, Bridgend county borough, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are pleased to represent a well-established and respected Financial Services firm that offers a range of products to families and individuals across the UK.As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support...

  • Financial Services Professional

    2 months ago

    Bridgend, Bridgend county borough, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are pleased to represent a well-established and respected Financial Services firm that offers a range of products to families and individuals across the UK.As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support...

  • Construction Project Coordinator

    2 weeks ago

    Bridgend, Bridgend county borough, United Kingdom NPA Recruit Ltd Full time

    Role - Construction Project CoordinatorWe are seeking a skilled Construction Project Coordinator to join our team at NPA Recruit Ltd. As a key member of our building services division, you will be responsible for managing financials, ensuring projects are delivered on time and within budget.Key Responsibilities:Manage project finances, including budgeting...

  • Financial Services Professional

    3 weeks ago

    Bridgend, Bridgend county borough, United Kingdom CleverHR Full time

    We are seeking a skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support local communities.This opportunity would suit an enthusiastic and confident individual with a strong track record...

  • Customer Service Coordinator

    3 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Tarmac Full time

    Customer Service Coordinator RoleAt Tarmac, we're committed to delivering exceptional customer experiences. As a Customer Service Coordinator, you'll play a vital role in ensuring our customers receive the highest level of service and support.Main ResponsibilitiesProvide exceptional customer service via telephone, email, and online channelsProcess customer...

  • Client Service Coordinator

    1 month ago

    Bridgend, Bridgend county borough, United Kingdom Exponential-e Full time

    Job Title: Client Service CoordinatorExponential-e is seeking a highly motivated and customer-focused Client Service Coordinator to join our team. As a key member of our support team, you will be responsible for providing exceptional customer service and technical support to our clients.Key Responsibilities:Manage and resolve customer issues in a timely and...

  • Client Service Coordinator

    1 month ago

    Bridgend, Bridgend county borough, United Kingdom Exponential-e Full time

    Job Title: Client Service CoordinatorExponential-e is seeking a highly motivated and customer-focused Client Service Coordinator to join our team. As a key member of our support team, you will be responsible for providing exceptional customer service and technical support to our clients.Key Responsibilities:Manage and resolve customer issues in a timely and...

  • Transport Coordinator

    4 weeks ago

    Bridgend, Bridgend county borough, United Kingdom DX Network Services Limited Full time

    About the RoleWe are seeking a friendly and hard-working Transport Administrator to join our team at DX Network Services Limited.As a key member of our team, you will be responsible for ensuring the smooth operation of our transport services. Your attention to detail and organizational skills will be essential in maintaining our high standards of service.Key...

  • Transport Coordinator

    4 weeks ago

    Bridgend, Bridgend county borough, United Kingdom DX Network Services Limited Full time

    About the RoleWe are seeking a friendly and hard-working Transport Administrator to join our team at DX Network Services Limited.As a key member of our team, you will be responsible for ensuring the smooth operation of our transport services. Your attention to detail and organizational skills will be essential in maintaining our high standards of service.Key...

  • Streetworks Coordinator

    5 days ago

    Bridgend, Bridgend county borough, United Kingdom M Group Services Limited TA Avonline Network Services Limited Full time

    Avonline Networks is seeking an experienced Streetworks Coordinator to join our team in Bridgend, South Wales with home working opportunities. Reporting to the Streetworks Manager, and working within the Streetworks department, the ideal candidate will have excellent administration and communication skills, a high level of PC skills, and a good understanding...

  • Financial Services Specialist

    3 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Brook Street NMR Full time

    Job Title: Financial Services SpecialistJob Description: We are seeking a detail-oriented and experienced Bookkeeper to join our busy Bookkeeping department at Brook Street NMR. The ideal candidate will provide high-quality, value-for-money services to a diverse range of clients in a fast-paced environment.Responsibilities:* Utilise accounting software...

  • Support Services Coordinator

    3 weeks ago

    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £20,000 - £25,000

    beBee Professionals is looking for a Support Services Coordinator to provide high-quality support to individuals with disabilities in their daily lives.Key Responsibilities:Develop and implement personalized support plans to promote independence.Collaborate with service users to identify and achieve their goals.Arrange community and social activities to...

  • Environmental Services Coordinator

    3 weeks ago

    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £18,000 - £23,000

    beBee Professionals is seeking an Environmental Services Coordinator to maintain the cleanliness and hygiene of various residential and commercial spaces. Key responsibilities include:Key Responsibilities:Clean and sanitize designated areas, including offices, restrooms, and common areas.Follow established cleaning schedules and routines.Ensure the proper...

  • Client Service Coordinator

    3 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Exponential-e Full time

    Job Summary:Exponential-e is seeking a highly motivated and customer-focused Client Service Coordinator to join our team. As the first point of contact for our customers, you will be responsible for managing and owning support tickets, driving customer issues to resolution, and providing exceptional service.Key Responsibilities:Log and accurately assign...

  • Customer Service Operations Coordinator

    2 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Hays Specialist Recruitment Limited Full time

    Customer Service AdministratorAbout the RoleThis is an exciting opportunity to work with Hays Specialist Recruitment Limited as a Customer Service Administrator. As a key member of our customer service team, you will be responsible for delivering exceptional customer service and ensuring that our public sector services are delivered efficiently and...

  • Financial Services Management Accountant

    4 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Hays Accountancy and Finance Full time

    Your new company A well-established Bridgend area manufacturer has created a new Management Accountant position. The company operates in a state-of-the-art manufacturing facility. Your new role As a Management Accountant, you will be responsible for managing a small team and handling both financial and management accounting tasks. You will work closely...

  • Financial Services Management Accountant

    4 weeks ago

    Bridgend, Bridgend county borough, United Kingdom Hays Accountancy and Finance Full time

    Your new company A well-established Bridgend area manufacturer has created a new Management Accountant position. The company operates in a state-of-the-art manufacturing facility. Your new role As a Management Accountant, you will be responsible for managing a small team and handling both financial and management accounting tasks. You will work closely...

Financial Services Coordinator

2 months ago

Bridgend, Bridgend county borough, United Kingdom Finlink Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our administration team, you will play a vital role in supporting our wealth advisory business.

Key Responsibilities
  • Process new business and assist with client queries
  • Communicate with providers and support the mortgage side of the business
  • Develop long-term into office management or paraplanning roles
What We Offer
  • A competitive salary of up to £30,000
  • A pension scheme and holiday entitlement
  • Support in gaining the level four qualification in financial advice
  • A growth/development path within a quality IFA practice
About Us

Finlink Ltd is a wealth advisory business that offers advice on pensions, investments, protection, and mortgages. We have a niche clientele and focus on those within the medical field. We are directly authorised and have over 15 years of experience in the industry.