Financial Services Coordinator
2 weeks ago
Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner. This includes valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.
The successful candidate will have a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. A Level 4 qualification or working towards it is desired but not essential. Good planning and organisational skills are also required.
-
Financial Services Coordinator
2 weeks ago
London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeAre you a motivated Financial Services Coordinator looking for a new challenge? We have an exciting opportunity for you to join Burton Bolton & Rose Recruitment Services Ltd as a Portfolio Manager Assistant. In this role, you will have the opportunity to work with a diverse range of clients, providing them with expert advice on financial matters.About the...
-
Financial Services Coordinator
2 weeks ago
London, Greater London, United Kingdom C & V Income Tax Services Full timeWe are seeking a highly skilled Financial Services Coordinator to join our team at C & V Income Tax Services. As an E-File Coordinator, you will be responsible for transmitting completed tax returns to Canada Revenue Agencies, identifying errors, and retransmitting the documents.Job ResponsibilitiesTransmit completed tax returns to CRAIdentify and correct...
-
Financial Services Supervisor
6 days ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timeAbout the RoleWe are seeking a highly skilled Financial Services Supervisor to join our team at Synchronicity Financial Services in London. This role is responsible for the supervision of financial advisors, working alongside other T&C supervisors and the wider T&C function, contributing to the progressive development of T&C across the firm.Job...
-
Financial Services Coordinator
2 weeks ago
London, Greater London, United Kingdom Salus Insurance Services Inc. Full timeCompany OverviewSalus Insurance, a well-established Lloyd's insurance broker in London, is seeking an experienced Financial Services Coordinator to work on a hybrid basis. This role involves providing an efficient, quality, accurate, and timely accounting service.The successful candidate will be responsible for managing the underwriter payables process,...
-
Financial Risk Management Coordinator
1 month ago
London, Greater London, United Kingdom Chatham Financial Full timeAbout the Role:We are seeking a highly motivated and detail-oriented Financial Risk Management Coordinator to join our team at Chatham Financial. As a key member of our operations team, you will play a critical role in supporting the management of financial risk for our clients.Responsibilities:Upload transaction details and documents into the transaction...
-
Financial Services Coordinator
2 weeks ago
London, Greater London, United Kingdom Fintellect Recruitment Full timeJob Title: Financial Services CoordinatorWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Coordinator. This is an excellent opportunity for someone with previous sales or financial services experience who is looking for their next challenge in Commercial Finance Brokerage.This role will involve managing deal...
-
Financial Transaction Coordinator
4 days ago
London, Greater London, United Kingdom IS2 Staffing Services Full timeIS2 Staffing Services is seeking a Financial Transaction Coordinator to join our team in London, Ontario. This role offers a competitive salary and opportunities for growth and development.Job DescriptionThis position requires a highly organized individual with excellent communication skills to coordinate financial transactions and provide administrative...
-
Financial Services Coordinator
7 days ago
London, Greater London, United Kingdom Disability Solutions Full timeAbout UsDisability Solutions is a leading provider of disability-related services. We strive to create a culture of excellence and innovation, where employees feel valued and empowered to make a difference.Job SummaryWe are seeking a highly motivated Financial Services Coordinator to join our team. As a key member of our finance department, you will be...
-
Financial Services Coordinator
3 hours ago
London, Greater London, United Kingdom Innovate Finance Full timeJob Description for Financial Services CoordinatorWe are looking for a highly organized and detail-focused Financial Services Coordinator to join our team at Innovate Finance. The successful candidate will be responsible for coordinating all aspects of our events, including event planning, marketing, and logistics.The ideal candidate will have a minimum of 5...
-
Financial Services Coordinator
4 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeCompany Overview: Fleet Street Financial Ltd is a forward-thinking, Chartered, and independent wealth management firm that prides itself on being adaptable and always striving to be better. Our company culture values autonomy, flexibility, and a supportive environment where employees can grow without being micro-managed.">Job Summary: We are seeking a Junior...
-
Financial Services Coordinator
4 hours ago
London, Greater London, United Kingdom Career Legal Full timeJob Title: Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. The successful candidate will have experience in financial services, with a strong understanding of multi-currency and multi-jurisdictional billing.The ideal candidate will be responsible for managing monthly...
-
Financial Services Coordinator
7 days ago
London, Greater London, United Kingdom Fintellect Recruitment Full timeAre you a detail-oriented and organized individual with excellent communication skills? We are seeking a Financial Services Coordinator to join our team at Fintellect Recruitment in London. This is an exciting opportunity for someone who wants to take their career to the next level in a dynamic and fast-paced environment.The ideal candidate will have...
-
Financial Services Coordinator
4 weeks ago
London, Greater London, United Kingdom Hatched Recruitment Group Full timeJob Title: Financial Services CoordinatorLocation: LambethHourly Rate: £26Contract Duration: 3 - 6 monthsAbout the RoleWe are seeking an experienced Financial Services Coordinator to join our team. As a key member of our SEN Finance Team, you will play a crucial role in delivering high-quality financial services that enable the SEND Service to achieve its...
-
Financial Services Coordinator
3 weeks ago
London, Greater London, United Kingdom Smart Recruitment Solutions Full timeJob Title:Financial Services CoordinatorAbout the Role:A Financial Services Coordinator is sought for a family business in Somerset. This varied role involves bookkeeping, administration, and general finance duties.Key Responsibilities:Manage accounts and assist with sales and purchase ledgersDeal with incoming enquiries and provide excellent customer...
-
Financial Services Coordinator
4 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly organized and motivated Financial Services Coordinator to join our team in London. As a Financial Services Coordinator, you will be responsible for maintaining accurate records of client interactions, providing timely updates, and facilitating meetings with Advisers to review client accounts.Salary: £35,000 - £45,000 per annumThe...
-
Financial Services Coordinator
4 weeks ago
London, Greater London, United Kingdom LRA Search Full timeWe are looking for a skilled Financial Services Coordinator to support our client's team in the City.This is a great opportunity for individuals with a strong interest in finance and insurance, combined with excellent administrative skills. As a Financial Services Coordinator, you will be involved in various tasks, including daily admin duties, client...
-
Financial Services Representative
7 days ago
London, Greater London, United Kingdom DA Financial Trading Recruitment Full timeJob SummaryAn exciting opportunity has arisen for an experienced Financial Services Representative to join our team at DA Financial Trading Recruitment. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients.The successful candidate will have a basic salary of up to £35,000, plus bonus and...
-
London, Greater London, United Kingdom Aether Financial Services Full timeJob Title: Business Development Director - Private Debt AgencyWe are seeking a highly motivated and experienced business development director to join our team at Aether Financial Services.About the CompanyAether Financial Services is a leading provider of financial services, offering a range of solutions to individuals and businesses. Our mission is to...
-
Financial Services Manager
7 days ago
London, Greater London, United Kingdom Financial Divisions Full time**Job Summary:**We are seeking a Financial Services Manager to join our team at Financial Divisions in London. This is an exciting opportunity to lead a team of financial advisors and drive business growth through strategic planning and execution.As a Financial Services Manager, you will be responsible for managing a team of advisors, developing business...
-
Financial Services Coordinator
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeAt Blakemore Recruitment, we are searching for a skilled Financial Services Coordinator for a prestigious boutique Financial Planning practice in London.This position involves collaborating with Senior Paraplanners in the development of comprehensive suitability reports and carrying out thorough research. Strong writing and verbal communication skills are...