Financial Services Coordinator
16 hours ago
The role of Financial Services Coordinator at Medlock Partners offers a unique opportunity to work in a dynamic environment, providing administrative support to a team of Paraplanners and Financial Planners.
Key Responsibilities:- Process transactions, such as transfers, top-ups, withdrawals, income, contributions, fund switches, bed & ISA, and protection, with accuracy and efficiency.
- Manage individual workload using personal diaries on the Client Management system.
- Investigate and respond to client and consultant queries in a timely manner.
- Oversee post related to new business cases and maintain client records on the back-office system.
- Cover receptionist duties, including answering phone calls, greeting clients, and dealing with third-party suppliers.
Estimated salary for this role is around £28,000 per annum, based on industry standards and location.
Requirements:To be considered, candidates should have relevant industry experience and ideally be working towards or possess a Level 4 Diploma in Financial Services.
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Financial Transactions Coordinator
3 weeks ago
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Financial Operations Coordinator
4 weeks ago
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Financial Services Analyst
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Policy Services Coordinator
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Financial Services Administrator
3 days ago
Halifax, Calderdale, United Kingdom Medlock Partners Full timeCompany Overview:">Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.Salary:Salary up to £28,000 (experience dependant)Job Description:The successful candidate will be working closely with a team of Paraplanners and Financial...
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Financial Services Professional
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Financial Services Administrator
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VBU Financial Services Specialist
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Financial Services Administrator
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Halifax, Calderdale, United Kingdom Medlock Partners Full timeMedlock Partners is a professional services recruitment specialist operating across the Northwest of England, committed to providing bespoke financial advice to clients.We are seeking an aspiring Financial Services Administrator to join our team, working closely with a group of experienced Paraplanners and Financial Planners to deliver exceptional...
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Financial Services Lawyer
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Financial Services Specialist
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Operational Care Coordinator
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Financial Services Assistant
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Financial Services Administrator
2 weeks ago
Halifax, Calderdale, United Kingdom Medlock Partners Full timeJob DescriptionAs a highly progressive and buoyant Firm of Independent Financial Planners, we are seeking an aspiring IFA Administrator to join our organisation.The successful candidate will be working closely with a team of Paraplanners and Financial Planners to provide administrative support.Process transfers, top-ups, withdrawals, income, contributions,...
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Care Scheduler and Service Coordinator
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Care Services Strategic Coordinator
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Financial Services Coordinator Position
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