Financial Services Coordinator
1 week ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will play a crucial role in providing exceptional administrative support to our financial consultants, maintaining excellent administration processes, and ensuring efficient service delivery.
Key Responsibilities:- Provide exceptional administrative support to financial consultants, including diary management, meeting arrangements, and documentation preparation.
- Ensure accurate and timely completion of tasks, including fund switches, rebalances, and other trades.
- Maintain accurate client records and ensure compliance with regulatory guidelines.
- Assist with holiday and sickness cover for other team members and provide general administrative support as needed.
- Enhance industry knowledge through external and internal resources.
- Knowledge of retail financial products and regulatory guidelines.
- Strong analytical and problem-solving skills, with an eye for detail.
- Excellent organisational and time management abilities, even under pressure.
- Effective communication skills, both written and verbal, with IT proficiency.
- Proactive approach to work, taking ownership of tasks and being accountable.
- A competitive salary and benefits package.
- Opportunities for career progression and development.
- A dynamic and supportive work environment.
If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
-
Financial Services Coordinator
2 days ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full timeFinancial Services Administrator About the Role: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will provide exceptional administrative support to our financial consultants, ensuring efficient service delivery and maintaining...
-
Financial Services Coordinator
2 days ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full timeFinancial Services Administrator About the Role: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will provide exceptional administrative support to our financial consultants, ensuring efficient service delivery and maintaining...
-
Financial Services Coordinator
5 days ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full time{"title": "Financial Services Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will provide exceptional administrative support to our financial consultants, ensuring efficient service...
-
Financial Services Coordinator
5 days ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full time{"title": "Financial Services Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will provide exceptional administrative support to our financial consultants, ensuring efficient service...
-
Financial Services Coordinator
1 week ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will play a crucial role in providing exceptional administrative support to our financial consultants, maintaining excellent administration processes, and...
-
Financial Services Coordinator
7 days ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will play a crucial role in providing exceptional administrative support to our financial consultants, maintaining excellent administration processes, and...
-
Financial Services Coordinator
1 day ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full timeFinancial Services AdministratorJoin our team at Office Angels and take on a challenging role as a Financial Services Administrator. As a key member of our team, you will provide exceptional administrative support to our Financial Consultants, ensuring efficient service delivery and maintaining excellent administration processes.About the RoleWe are seeking...
-
Financial Services Coordinator
2 days ago
Wellington, Telford and Wrekin, United Kingdom Office Angels Full timeFinancial Services AdministratorJoin our team at Office Angels and take on a challenging role as a Financial Services Administrator. As a key member of our team, you will provide exceptional administrative support to our Financial Consultants, ensuring efficient service delivery and maintaining excellent administration processes.About the RoleWe are seeking...
-
Administrative Manager/Financial Coordinator P/T
3 weeks ago
Wellington, Telford and Wrekin, United Kingdom Jobseekers Recruitment Services Full timeWe are seeking a highly skilled and organized Administrative Manager/Financial Coordinator to join our team at Jobseekers Recruitment Services. This is a part-time opportunity (25-30 hours per week) working Monday to Friday. The successful candidate will have a strong range of skills and experience in office management and bookkeeping.Key...
-
Guest Services Coordinator
1 month ago
Wellington, Telford and Wrekin, United Kingdom Majesticare Full timeThe Role: Become a valued member of our Majesticare family as a Guest Services Coordinator, where you will play a crucial role in creating a welcoming atmosphere for our residents in a prestigious care environment. Our facility is recognized for its high standards of care and beautiful surroundings. Who You Are: You possess a genuine caring nature...
-
Guest Services Coordinator
1 month ago
Wellington, Telford and Wrekin, United Kingdom Majesticare Full timeThe Role: Become a valued member of our Oaktree Court team as a Guest Services Coordinator, where you will play a crucial role in welcoming new residents to our esteemed care facility. Oaktree Court is recognized for its outstanding environment and high-quality residential, nursing, and dementia care. About You: Your innate compassion and uplifting...
-
Financial Services Professional
3 weeks ago
Wellington, Telford and Wrekin, United Kingdom Resource Matters Ltd Full timeFinancial Advisor Opportunity Competitive Salary: £50,000 - £65,000 + Bonuses + Benefits Resource Matters Ltd, a leading provider of holistic financial advice, is seeking a top-performing Financial Services Professional to join their team. As a Wealth Management Specialist, you will be responsible for providing tailored financial solutions to high net...
-
Financial Services Professional
3 weeks ago
Wellington, Telford and Wrekin, United Kingdom Resource Matters Ltd Full timeFinancial Advisor Opportunity Competitive Salary: £50,000 - £65,000 + Bonuses + Benefits Resource Matters Ltd, a leading provider of holistic financial advice, is seeking a top-performing Financial Services Professional to join their team. As a Wealth Management Specialist, you will be responsible for providing tailored financial solutions to high net...
-
Business Operations Coordinator/Bookkeeper P/T
3 weeks ago
Wellington, Telford and Wrekin, United Kingdom Jobseekers Recruitment Services Full timeWe are seeking a highly skilled Administrative Manager/Financial Coordinator to join our team at Jobseekers Recruitment Services. This is a part-time opportunity (25-30 hours per week) working Monday to Friday. The successful candidate will have a strong range of skills and experience in office management and bookkeeping.Key Responsibilities:Ensure the...
-
Customer Service Coordinator
2 days ago
Wellington, Telford and Wrekin, United Kingdom Jobseekers Recruitment Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Customer Account Administrator to join our team at Jobseekers Recruitment Services. As a key member of our team, you will be responsible for managing a portfolio of client accounts, providing exceptional customer service, and ensuring seamless day-to-day administration.Key...
-
Customer Service Coordinator
2 days ago
Wellington, Telford and Wrekin, United Kingdom Jobseekers Recruitment Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Customer Account Administrator to join our team at Jobseekers Recruitment Services. As a key member of our team, you will be responsible for managing a portfolio of client accounts, providing exceptional customer service, and ensuring seamless day-to-day administration.Key...
-
Customer Service Coordinator
1 day ago
Wellington, Telford and Wrekin, United Kingdom Jobseekers Recruitment Services Full timeCustomer Account Administrator OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Customer Account Administrator. As a key member of our team, you will be responsible for managing a portfolio of client accounts, providing exceptional customer service, and ensuring seamless day-to-day administration.Key...
-
Customer Service Coordinator
2 days ago
Wellington, Telford and Wrekin, United Kingdom Jobseekers Recruitment Services Full timeCustomer Account Administrator OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Customer Account Administrator. As a key member of our team, you will be responsible for managing a portfolio of client accounts, providing exceptional customer service, and ensuring seamless day-to-day administration.Key...
-
Paraplanner - Financial Services Specialist
1 week ago
Wellington, Telford and Wrekin, United Kingdom Reed Full timeParaplanner Role at Reed Financial ServicesWe are seeking an experienced Paraplanner to join our team at Reed Financial Services. As a Paraplanner, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional client service.Key ResponsibilitiesProvide high-quality support to IFAs during debriefings, ensuring...
-
Paraplanner - Financial Services Specialist
1 week ago
Wellington, Telford and Wrekin, United Kingdom Reed Full timeParaplanner Role at Reed Financial ServicesWe are seeking an experienced Paraplanner to join our team at Reed Financial Services. As a Paraplanner, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional client service.Key ResponsibilitiesProvide high-quality support to IFAs during debriefings, ensuring...