Financial Services Coordinator

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. The successful candidate will provide administrative support to our Financial Planning team, ensuring seamless client service delivery.Key ResponsibilitiesCoordinate client meetings and activities, including scheduling and recording.Support...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. The successful candidate will provide administrative support to our Financial Planning team, ensuring the smooth operation of client service administration.Key ResponsibilitiesCoordinate client meetings and activities, including scheduling and...

Your RoleAs a member of the Financial Planning support team, the individual will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.Key ResponsibilitiesFinancial Planner activity scheduling and client meeting coordination, including recording such activities.Supporting...

Your RoleAs a member of the Financial Planning support team, the individual will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.Key ResponsibilitiesFinancial Planner activity scheduling and client meeting coordination, including recording such activities.Supporting...

About Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...

Client Services Coordinator PositionWe are looking for a highly motivated Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional administrative support in a fast-paced financial services environment.This role is ideal for an experienced administrator who...

Job Overview:We have an exciting opportunity for an experienced Insurance Financial Services Coordinator to join our team.Key Functions:Manage client portfolios, ensuring accuracy and efficiency in financial transactions.Work closely with Market Teams to collect and process funds.Manage brokerage receivables, funding, and other related tasks.Participate in...

Job SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...

Financial Administrator / Client Services RoleWe are seeking a highly organized and detail-oriented Financial Administrator / Client Services professional to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Ensure all customer interactions are professional and courteousConduct thorough product and market researchMaintain accurate and...

Job Title: Financial Operations CoordinatorAbout the Role:Our client, a renowned organisation in the UK, is seeking a skilled Financial Operations Coordinator to join their team. As a key member of the finance department, you will be responsible for processing e-commerce orders, allocating customer payments, and reconciling accounts. With a strong analytical...

About the RoleWe are seeking a highly skilled Lending Support Officer to join our dynamic team at Vivo Talent. As a key member of our team, you will play a pivotal role in supporting our lending activities across various loan products.Key ResponsibilitiesBe the first point of contact for customers and brokers, providing swift and accurate responses to their...

About Margetts Fund Management LtdWe are a leading provider of financial services, dedicated to delivering exceptional results to our clients. As a Fund Management Team Administrator, you will play a vital role in supporting our team in achieving our goals.Job OverviewWe are seeking an experienced administrator to join our Fund Management team. As a key...

Help Clients Achieve Their Financial GoalsQuilter Financial Advisers is seeking bright, ambitious individuals to join our full-time programme.As a financial adviser, you will have the opportunity to:Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.Join Quilter...

We are excited to partner with The Schools of King Edwards VI in Birmingham, a pioneering charitable organisation that has been driving excellence in education across the city since 1552. As a Strategic Financial Coordinator, you will play a pivotal role in shaping the financial operations of this esteemed institution.The successful candidate will lead the...

Job Title: Service CoordinatorLocation: BirminghamSalary: £23,000 - £25,000Job Summary:We are seeking a highly skilled Service Coordinator to join our team at HP4 Recruitment Ltd. As a Service Coordinator, you will play a crucial role in arranging, planning, monitoring, and coordinating the activities of field engineers. Your primary objective will be to...

Transaction Advisory Director - AD Finance is seeking a highly experienced Transaction Advisory Director to join our team in Birmingham and London. This is an excellent opportunity for a senior professional with a strong background in assurance or transaction advisory roles within a Big Four firm.Key Responsibilities:Support buy-side and sell-side...

Company OverviewHSBC Global Services Limited is a leading financial services company with a rich history of innovation and growth.We are committed to creating diverse and inclusive workplaces where everyone can thrive, regardless of their background or abilities.About the RoleThis role is a fantastic opportunity to join our team as a Financial Services...

We are seeking an experienced Accounts Assistant to support our Financial Management team in preparing monthly management accounts and various reconciliations in Birmingham.The role will be based in the office, Monday to Thursday 8:30am - 4:30pm and Friday 8:30am - 3:30pm.Key Responsibilities:Day-to-day responsibility for office & IT equipment, accounts...

Job Title: Anti-Financial Crime Training CoordinatorJob Summary:Deutsche Bank is seeking a highly skilled Anti-Financial Crime Training Coordinator to join our Global AFC Education and Culture Team. As a key member of our team, you will be responsible for contributing to the procedural administration for Financial Crime Risk (FCR) training, building relevant...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to provide administrative support to our Tax Advisors and Senior Management team.As a Client Service Coordinator, you will be responsible for delivering first-class service to clients, managing the client onboarding and AML remediation processes, and assisting with...