Financial Services Coordinator

Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add a number of new members to the Client Servicing team in Cheltenham.This business boasts a fantastic supportive working culture, creating a highly productive office environment. As a business, they believe in flexible working for staff to help motivate...

IFA Administrator RoleWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will be responsible for managing calendars and scheduling client meetings, collaborating closely with Financial Advisors, and communicating with affluent and high-net-worth clients.Key Responsibilities:Manage calendars...

About the RoleThis is an exciting opportunity to join a forward-thinking Financial Services company, committed to providing top-quality advice through a top-notch team. The company prides itself on having the correct work ethos and culture needed to provide an excellent customer experience.This role is home-based, working with one of the company's highly...

Location: CheltenhamSalary: £30,000 - £40,000 per annum with potential for 10% annual bonusThis is a challenging role that would suit a highly organized and professional individual who enjoys using their initiative.About the Role:Working as part of the team at an Appointed Representative of St. James's Place Plc.Preparing letters, presentations and reports...

We are seeking a skilled and experienced individual to provide administrative support to our team of independent financial advisers. The successful candidate will be responsible for maintaining and updating our database with relevant policy information, as well as corresponding with providers across the market to ensure our clients receive the best possible...

Financial Operations CoordinatorTewkesburyMonday-FridayUp to £27,000As a Financial Operations Coordinator, you will play a vital role in ensuring the accuracy and efficiency of the finance function at Glos. You will support the Accounts Department with key tasks including bookkeeping, maintaining sales and purchasing ledgers, and processing payments.Key...

As a key member of the Internal Client Services team at Charles Russell Speechlys, this Client Services Executive role plays a vital part in delivering exceptional secretarial, administrative, and facility support services across the Firm.Key ResponsibilitiesProject Co-ordinationCoordinate support for client projects, setting up processes and liaising with...

Financial Planning OpportunityCapio Recruitment Financial Planning is seeking an experienced Financial Services Expert to join their team. This senior role offers the chance to work with a variety of financial planning cases, including technical and complex scenarios. Key responsibilities will include developing and implementing financial plans, managing...

Job SummaryWe are seeking a seasoned Corporate Financial Manager to join our team at Michael Page. As a key member of our finance department, you will be responsible for managing accounts and providing strategic financial guidance to our clients.About the RoleThe successful candidate will have a strong understanding of accounting and financial reporting...

We are looking for a Senior Financial Coordinator to join our Finance team in Cheltenham. This role offers a salary of up to £40k, plus a comprehensive benefits package, including company bonus and access to our flexible benefits platform.About the RoleThis is an exciting opportunity to work as a Business Partner to our New Product Development team,...

Job Title: Financial Operations ManagerClover HR Services Limited is seeking an experienced Financial Operations Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports.Key Responsibilities:Thorough and detailed bookkeeping, including the creation and maintenance of management...

Job Title: Finance ManagerClover HR Services Limited is seeking an experienced Finance Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports. The successful candidate will be responsible for managing administrative tasks and ensuring compliance with financial regulations.Key...

Job Title: Finance ManagerClover HR Services Limited is seeking an experienced Finance Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports.Key Responsibilities:Manage administrative tasks and ensure compliance with financial regulations.Develop and maintain financial policies...

The Clover HR Services Limited is seeking a highly skilled Financial Operations Leader to oversee the company's day-to-day financial operations. This role involves financial statement analysis, financial reporting, and financial planning. The successful candidate will have a strong background in accounting and finance, with expertise in financial software...

Service Supervisor/Assistant Centre ManagerWe are seeking a commercially focused Service Supervisor/Assistant Centre Manager to join our team at Protyre Autocare. As a key member of our team, you will be responsible for assisting with the delivery of company business objectives through effective management and coordination of the centre.Key...

We are looking for a Support Services Coordinator to join our team at beBee Professionals.Job Summary:The Support Services Coordinator will provide support to individuals with disabilities in their daily activities and personal development.Key Responsibilities:Provide daily living support and encourage independence.Implement care plans and monitor...

Customer Support Specialist, Salary £12.33 DOEWe are seeking a proactive problem-solver with a passion for delivering excellent customer service to join our team at i2i Recruitment.Key Responsibilities:Handle inbound and outbound calls with professionalism and efficiencyManage scheduling and logistics for equipment rentalsAssist with data entry and...

Rental Service Coordinator Job DescriptionWe are seeking a proactive problem-solver to join our team as a Rental Service Coordinator. As a key member of our customer service team, you will be responsible for handling inbound and outbound calls with professionalism and efficiency.Key Responsibilities:• Handle inbound and outbound calls with professionalism...

Academic Services Coordinator RoleLocation: UKSalary: £12.50 per hour (dependent on experience)Hours: 8:00 am - 4:00 pm, Monday to FridayContract: 6-week contract starting in NovemberWe are seeking an organised and approachable Academic Services Coordinator to support our school office in Cheltenham. This role involves working closely with students, staff,...

We are seeking a highly organized and enthusiastic Assistant Management Accountant to facilitate the smooth operation of our business. Reporting to the Group Management Accountant, this varied role will encompass traditional accounting functions, including sales and purchase ledger, payroll, and banking duties. This is a full-time position based in our...