Financial Services Coordinator

Financial Services CoordinatorAbout the RoleNational Services Scotland (NSS) is a national NHS Board operating at the heart of NHSScotland. Our priority is to improve the health and well-being of the people of Scotland by working in partnership with colleagues across Health and Social Care.The PostThis role involves delivering an accurate and comprehensive...

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at The Recruitment Council.The ideal candidate will be responsible for:Managing office operations and administrationInteracting with clients to build relationships and provide exceptional serviceImplementing new business strategies and marketing...

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be...

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cornmarket Group Financial Services.The successful candidate will provide administrative support to our team of Independent Financial Planners and Review Team, ensuring the smooth operation of our financial services.Key...

We're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...

About the RoleWe are seeking a skilled Financial Services Coordinator to join our team at C & P Recruitment. This exciting opportunity will see you take on a variety of administrative tasks, ensuring the smooth operation of our financial processes.Key ResponsibilitiesAccounts Management: Manage and process supplier invoices and payments in a timely manner,...

Key Responsibilities:We are seeking a highly motivated and organized Financial Services Coordinator to join our team. The primary purpose of the role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.Liaising and Communication:Liaise with policy providers for policy details and...

We're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...

Exciting Opportunity: Senior AdministratorAbout Us:We are a leading Partner Practice of St. James's Place Plc, a highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Key Details:Location: GlasgowSalary: Up to £28,000 per annum (dependent on...

Job OverviewWe are seeking a highly skilled Financial Services Coordinator to join our team in Glasgow. As a key member of our wealth management organisation, you will be responsible for processing new business applications and managing post-sale requests.Key ResponsibilitiesProcess new business applications and manage post-sale requests to...

Job DescriptionYour Role:• Collaborate with Finance to enhance fee earners' financial performance through proactive client billing, reporting, and financial analysis.• Provide administrative support to Finance & Projects partners and fee earners, including managing diaries, preparing meeting materials, and coordinating travel arrangements.• Develop...

Job SummaryAs a Financial Aid Administrator at the University of Glasgow, you will play a vital role in supporting students with their financial needs. This part-time position involves working closely with the Financial Aid Manager to deliver financial aid programs, ensuring a smooth and efficient experience for students.Main Responsibilities1. Provide...

Are you a detail-oriented and organized individual looking for a challenging role in the financial services industry? We are seeking a highly skilled Office Management Specialist to join our team at The Recruitment Council.The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client...

Billing and Financial OperationsWe are seeking a highly skilled and organized individual to join our team as a Billing and Financial Operations Coordinator. This exciting opportunity will involve playing a pivotal role in the closing of the month-end billing and production of key accounting reports.Key ResponsibilitiesAssist in the preparation and submission...

Financial Operations CoordinatorAbout the RoleAs a Financial Operations Coordinator at Abm, you will play a pivotal role in supporting the accounting team with the closing of the month-end billing and the production of key accounting reports. Your responsibilities will include assisting with the preparation and submission of reports for senior management,...

Join our team as an Operations Executive - Fees and contribute to delivering exceptional service to our clients. In this role, you will be responsible for:Managing service agreements and fees accurately and within agreed timescales.Creating advice and ongoing fee expectations for clients.Maintaining accurate records of client interactions and...

About This RoleGallagher is a global leader in insurance, risk management, and consulting services. Our team of over 52,000 professionals worldwide empower businesses, communities, and individuals to thrive. As a Financial Transaction Coordinator, you will have the opportunity to build a career in a dynamic and growing organization.Main...

Job PurposeThe role of Financial Aid Administrator at the University of Glasgow is a key part of the team supporting the delivery of financial aid programs. This post holder will work closely with the Financial Aid Manager to provide guidance and support to students and other stakeholders regarding financial aid options, eligibility requirements, and...

Job SummaryWe are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key Responsibilities• Co-ordinate the Planners' diaries and arrange...

About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at KBM Resourcing Ltd. The ideal candidate will have a strong understanding of financial processes and be able to provide administrative support to our finance team.Key ResponsibilitiesAssist with month-end accounting processes, including...