Financial Services Coordinator

**Company Overview:**Wealth advisory firm seeks diligent and organized Financial Services Administrator to support operations in delivering outstanding client service.**Role Overview:**The Financial Services Administrator will provide comprehensive administrative support to the financial advisors and ensure the smooth operation of the firm's services. This...

Company Overview:Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe.The Financial Services Coordinator will be responsible for providing comprehensive administrative support to the financial advisors and ensuring the smooth operation of the firm's services....

Job DescriptionWe are seeking a skilled Financial Paraplanner to join our dynamic IFA business.About the Role:Collaborate closely with our Financial Adviser and Administration team to deliver exceptional client experiences.Analyze clients' financial circumstances and prepare detailed financial statements, providing valuable insights to inform their...

Artemis Recruitment Consultants Ltd is seeking a skilled Administrative Support Specialist to join their team. The ideal candidate will have a strong interest in the financial services sector, excellent written communication skills, and the ability to learn new software quickly.Key ResponsibilitiesSupport senior paraplanners and financial advisers with...

Project Coordination RoleWe are seeking a Financial Project Coordinator to join our team in St Albans. This is an excellent opportunity for someone who wants to work on a variety of projects ranging up to £10 million in value.About the JobThe successful candidate will be responsible for coordinating project finances, ensuring timely project completion, and...

Job Title: Client Services CoordinatorEstimated Salary: £21,500 - £27,000 per annum.We are looking for a bright and organised individual to join our client services team as a Client Services Coordinator. In this role, you will work closely with our senior management and financial advisers to support the existing client bank and assist in the process of...

Portfolio Payroll Limited Job: Financial Transactions CoordinatorJob Summary: The Financial Transactions Coordinator will be responsible for processing monthly payroll for all employees, managing pension schemes, and ensuring compliance with current pension regulations. This role requires a high level of accuracy, organizational skills, and ability to work...

Are you a professional with a passion for administration and a desire to make a real impact?We are seeking a highly skilled Professional Services Coordinator to join our team based in St Albans, Hertfordshire.In this role, you will have the opportunity to work closely with our Paraplanners and Financial Planners to deliver exceptional services to our private...

About the RoleClick and Connect Online Limited is seeking a diligent and organized Financial Services Administrator to support their operations in delivering outstanding client service.Key ResponsibilitiesProvide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.Handle...

About Our FirmWe are an independent financial advisory consultancy dedicated to securing our clients' financial futures. Founded by UK-qualified financial advisers, we offer a fresh and dynamic approach that sets us apart in the offshore marketplace.Our client selection process ensures exceptional services from our team of professionals. All employees...

Company OverviewOur client is an independent financial advisory consultancy dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach in the offshore marketplace.Job SummaryWe are seeking a skilled Advisor Financial Services to evaluate and advise on medium to longer-term...

**About the Role**We are seeking a motivated and experienced professional to join our UK team as a Customer After Sales and Installation Team Coordinator. This pivotal role ensures the smooth and efficient coordination of after-sales support and installation services for our clients.**Key Responsibilities:**Coordinate and oversee the scheduling and execution...

Prestige IFA Jobs offers a competitive salary of £60,000 - £80,000 per annum for this exciting opportunity to join their team as a Financial Services Professional. This role is ideal for experienced UK CISI / CII level 4 qualified investment advisory candidates looking to advance their career in financial services.Job DescriptionAs a key member of the...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans, seeking an experienced administrator to join their team. This key role is essential in the Financial Planning process and requires a confident and professional individual who is comfortable dealing with client queries and general assistance.Key Requirements and...

About Prestige IFA JobsWe are a prestigious financial advisory consultancy with offices in key locations around the world. Our team of experts provides a comprehensive range of financial services to high-net-worth individuals and families.Job DescriptionThe successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing...

Job Title: Financial Services AssociateSalary Range: £22,000 - £28,000 per annum.We are seeking a highly skilled and motivated individual to join our client services team as a Financial Services Associate. In this role, you will work closely with our senior management and financial advisers to support the existing client bank and assist in the process of...

Company Overview:We are an independent resourcing consultancy specialising in wealth management. Our team provides exceptional financial planning and investment solutions to international investors and expatriates.Role Overview:The Financial Services Administrator will provide comprehensive administrative support to our financial advisors, ensuring the...

Support Services CoordinatorbeBee Professionals is seeking a dedicated Support Services Coordinator to provide support to individuals with disabilities in St Albans.Job Summary:The successful candidate will be responsible for providing support in daily living activities, implementing care plans, and facilitating community and social outings.Key...

We are seeking a highly skilled Client Services Support Coordinator to join our team on a temporary basis. This role will cover 12 months maternity leave and is an excellent opportunity to gain experience in a fast-paced financial planning environment.The key areas of the role include:Answering and directing callsAssisting with post sorting dutiesManaging...

OverviewClick and Connect Online Limited is a dynamic financial services organization seeking an experienced Senior Financial Services Professional to join their UK-based team.Salary and BenefitsThe successful candidate can expect a competitive basic salary of £50,000, with the potential for OTE exceeding £100,000.About the RoleThis is an exciting...