Financial Services Coordinator

About Attivo:We are a Lifestyle Financial Planners firm committed to transparency, openness, and honesty in our approach.Our experienced financial specialists and support teams work together to deliver bespoke financial plans tailored to our clients' lifestyle needs.The successful candidate will work closely with our Financial Planners to integrate new...

Join Our Team as a Senior Financial Services SpecialistWe are looking for a motivated and results-driven individual to join our team as a Senior Financial Services Specialist in Cheltenham.In this role, you will be responsible for administering new client pensions, investment, and risk contracts, managing and coordinating annual client reviews, and...

This exceptional opportunity exists for an accomplished Accountant to join our team as a Senior Financial Manager. The successful candidate will be offered a competitive salary of £55,000 - £65,000 per annum.About the PositionYou will be responsible for managing and coordinating the preparation of financial statements for multiple client portfolios,...

About the RoleWe are seeking a highly skilled and experienced Financial Planning Coordinator to join our Client Servicing team in Cheltenham.This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice services,...

We are seeking a highly skilled and experienced Senior Administrator to join our team at Burgh Recruitment. As a Senior Administrator, you will be responsible for providing technical and administrative support to our clients while maintaining an excellent level of customer service.The ideal candidate will have excellent IT and communication skills, be highly...

**Job Title:** Financial Data CoordinatorWe are seeking a meticulous Financial Data Coordinator to join our client's Finance department at Reed. This role is essential for managing the company's purchase ledgers, ensuring all invoices are processed accurately and promptly.About the RoleThis position involves:Accurately processing supplier invoices, ensuring...

Job Title: Financial Operations CoordinatorEstimated Salary: £12.50 per hourLocation: Stonehouse, GloucestershireJob Type: Part-timeYou are a skilled finance professional seeking a flexible part-time opportunity in a dynamic setting. As a Financial Operations Coordinator, you will be responsible for managing financial tasks and ensuring the smooth operation...

Job DescriptionThe Financial Operations Coordinator will be responsible for providing financial and administrative support to the NSS Business Management team. This includes managing budgets, analysing financial data, and preparing reports for stakeholders.RequirementsAn organised and detail-oriented individual with excellent communication and interpersonal...

About the OpportunityWe are looking for an Office Operations Coordinator - Financial Planning Team to join our team. As a coordinator, you will be responsible for supporting the financial planning team in their daily activities, including coordinating meetings, preparing agendas, and documenting minutes.You will also be responsible for preparing and...

Job Description:Austin Fraser is seeking a dynamic Financial Operations Coordinator to advance the financial operations of our business in Cheltenham.The ideal candidate will have proven bookkeeping experience within an accountancy practice or industry, with good knowledge of Xero and Sage 50. Key Responsibilities:Reconcile bank accounts, purchase ledgers,...

Seeking a skilled finance professional to join the team at Glos as a part-time Finance Assistant. The ideal candidate will have previous experience in financial roles and proficiency in Sage and Microsoft Office.The successful applicant will be responsible for managing financial tasks, ensuring the smooth operation of our finance department, and overseeing...

Job Title: Financial DirectorHL Services, Cheltenham, UKEstimated Salary: £50,000 per annumAbout the CompanyHL Services is a reputable provider of garden design and landscaping services, dedicated to delivering exceptional value to our clients.Job DescriptionWe are seeking a highly skilled Financial Director to lead our team and drive financial performance....

Job OverviewTurning Point is a leading provider of support services across the country. Our mission is to provide person-centred support in the right location at the right time, making a real difference for the people and communities we support.Salary and BenefitsThe estimated salary for this role is £25,000 - £30,000 per annum, depending on experience. We...

Service Coordinator Job Description**Company Overview**:  Our client, a leading specialist in the fire and security industry, is seeking an experienced Service Coordinator to join their team. As a key member of their operational team, you will be responsible for ensuring the smooth delivery of services to their customers.**Job Summary:**  We are looking...

Job SummaryWe are seeking a skilled Financial Services Specialist to join our team at Ingeus. This role involves providing comprehensive community-based debt advisory services to clients, assisting with financial management, and offering tailored solutions to improve their financial health.The successful candidate will be responsible for conducting...

Job DescriptionThe role of a Service Coordinator with Anderson Recruitment involves coordinating and scheduling maintenance services for various clients. This position requires strong communication skills to ensure seamless interaction with customers, engineers, and other stakeholders.Key responsibilities include:Coordinating engineer visits to customer...

An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...

**Job Overview:**Austin Fraser is seeking a skilled Transportation Services Coordinator to join our team. As a key member of our operations team, you will be responsible for coordinating fleet services, maintaining the Fleet Management System, and ensuring efficient work plans.Key Responsibilities:Coordinating fleet services, including organizing and...

We are looking for a skilled Client Services Coordinator to support our client's operations in Staverton. The successful candidate will have experience in coordinating services, managing relationships with customers, and ensuring seamless service delivery.Key Responsibilities:- Booking engineer services for clients- Maintaining accurate records of client...

We are seeking a highly skilled Strategic Operations Coordinator to provide executive-level support to the Chief, Home Living and Community Officer at Melba Support Services.Melba is a values-driven not-for-profit organisation empowering people with disabilities for over 50 years. As a provider of supports and services to children, we are committed to...