Financial Services Coordinator
5 days 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 provide exceptional administrative support to our financial consultants, ensuring efficient service delivery and maintaining excellent administration processes.
Key Responsibilities- Provide administrative support to financial consultants, including diary management, meeting arrangements, and documentation preparation.
- Verify the accuracy and completeness of documentation, including policy details and quotes.
- Perform accurate fund switches, rebalances, and other trades within set timeframes.
- Organize client review meetings, prepare client valuation and review reports, and maintain compliance-oriented client files.
- Provide general administrative support, including scanning, photocopying, and letter writing.
- Maintain accurate client records and record client or company contact details.
- Knowledge of retail financial products and regulatory guidelines.
- Strong analytical and problem-solving skills, with an eye for detail.
- Excellent organizational and time management abilities, even under pressure.
- Effective communication skills, both written and verbal, with IT proficiency.
We offer a competitive salary, annual company bonus scheme, generous annual leave allowance, and a pension scheme for long-term financial security. Our team is friendly and welcoming, and we foster a vibrant company culture.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Financial Services Professional
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3 weeks ago
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Customer Service Coordinator
2 days ago
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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...
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Customer Service Coordinator
1 day ago
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Customer Service Coordinator
2 days ago
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Paraplanner - Financial Services Specialist
1 week ago
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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...