Financial Services Coordinator
3 weeks ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Uniting People. In this role, you will provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.
Your key responsibilities will include:
- Liaising with providers to obtain quotes, cost comparisons, and preparing paperwork for client meetings
- Utilizing various platforms to research, collate data, and scenario planning
- Answering phone calls, taking messages, dealing with client queries, and booking appointments
- Gathering fund fact sheets, performing income schedules, and preparing bespoke valuations
- Staying up-to-date with industry regulations and compliance requirements
To be successful in this role, you will have a proven background working within a financial administration or similar environment. You will be able to utilize various platforms such as IO, Dynamic Planner, FE Analytics, and Voyant Pension Switch.
We offer a competitive salary and a dynamic work environment. If you are a motivated and detail-oriented individual looking for a new challenge, please apply for this exciting opportunity.
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Financial Services Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeRole OverviewWe are seeking a skilled Paraplanner to support our Financial Adviser in providing comprehensive financial planning services to a wide client portfolio. As a Paraplanner, you will play a vital role in supporting our Financial Adviser in delivering high-quality financial solutions to our clients.Key ResponsibilitiesInterpreting data, obtaining...
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Financial Services Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the Company:Our client, TEMPLEGATE RECRUITMENT LIMITED, is a growing firm that provides professional, detailed, and holistic financial advice to a diverse range of clients. They specialise in wealth management for individuals and corporate services for company directors and their employees. Their areas of expertise cover all aspects of financial...
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Asset Finance Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Perspective Financial Group Ltd Full timeAre you looking to develop your financial administration skills by joining a leading wealth management company with a successful administration team?Office: Perspective Financial Group LtdHours: Monday – Friday, 9am-5pm with an early finish on Friday (33 hours)Manage financial planning client administration in accordance with the firm's procedures.Maintain...
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Financial Services Administrator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom fish4.co - Jobboard Full timeAre you a detail-oriented and organized individual with a passion for financial administration?We are seeking a skilled Financial Services Administrator to join our team at fish4.co - Jobboard. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services...
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Financial Director
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Full timeAbout the RoleThe Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company, ensuring the accuracy and timeliness of financial reports, compliance with regulatory requirements, and the implementation of effective financial...
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Financial Director
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Ltd Full timeAbout the Role:The Financial Controller will play a key role in the senior leadership team at Work Lyf Group Ltd, reporting directly to the directors. This position is responsible for the day-to-day financial operations of the company, ensuring the accuracy and timeliness of financial reports, compliance with regulatory requirements, and the implementation...
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Financial Services Representative
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAt Templegate Recruitment Limited, we are seeking a highly skilled Financial Services Administrator to join our team. This exciting opportunity involves providing professional, detailed, and holistic financial advice to a diverse range of clients.About the CompanyOur client is a growing firm that specialises in wealth management for individuals and corporate...
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Senior Financial Planning Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom WEALTHLINK RECRUITMENT LTD Full time**Financial Planning Administrator Role**We are working with a national financial planning business that requires a skilled Financial Planning Administrator to join their Staffordshire office. In this role, you will work closely with Financial Advisers to provide a high-quality and efficient service to clients. The role is varied, and you will work on...
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Financial Planning Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom MI Search Ltd Full timeThis leading IFA firm, MI Search Ltd, is seeking an experienced financial planning administrator to join their dynamic team in Newcastle-under-Lyme.The ideal candidate will support financial advisers and paraplanners in their daily operations, handling tasks such as obtaining provider information, processing new business, and preparing valuation reports.This...
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Senior Financial Manager
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Ltd Full timeAt WorkLyf Group Ltd, we are seeking a highly skilled Financial Controller to join our team in Newcastle-Under-Lyme, working with our client in the Automotive industry.About the RoleThe Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial...
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Newcastle under Lyme, Staffordshire, United Kingdom Dazzling Futures Services CIC UK Full timeAbout the RoleWe are seeking a compassionate and experienced professional to provide essential life skills, mentorship, and comprehensive support services to vulnerable adults in our community.Key ResponsibilitiesMentorship and Coaching: Develop and implement effective support plans, providing one-on-one and group mentoring sessions to help individuals...
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Financial Director
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Work Lyf Group Limited Full timeJob DescriptionAt WorkLyf Group Limited, we are seeking a highly skilled Financial Controller to join our team based in Newcastle-Under-Lyme.About the RoleThe successful candidate will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company,...
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Financial Operations Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Forrest Recruitment Careers Full timeFinancial Administrator, Newcastle under Lyme, Permanent, £26,000paOur client, a prestigious global online retailer, is seeking an experienced people-focused Financial Administrator to join their growing team. This role has been created due to internal changes, and the successful candidate will act as the middleman between sales staff and the outsourced...
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Dental Care Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Bupa Dental Care Full timeWe are seeking a highly organized and communicative Dental Care Coordinator to join our team at Bupa Dental Care Newcastle Under Lyme. The successful candidate will be responsible for meeting and greeting patients, booking and amending appointments, and providing excellent customer service.Key Responsibilities:Meet and greet patients, providing a positive...
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French Speaking Customer Service Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Brampton Recruitment Ltd Full timeAre you fluent in French and passionate about delivering exceptional customer service?Brampton Recruitment Ltd is seeking a French Speaking Customer Service Coordinator to join their team.The ideal candidate will have strong communication skills, a passion for customer service, and the ability to work in a fast-paced environment.Responsibilities...
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Theatre Booking Coordinator
2 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Nuffield Health Full timeAbout Nuffield HealthNuffield Health North Staffs Hospital is recognised for its expert clinical care, expertise and friendly atmosphere.Our hospital has 39 bedrooms, 3 theatres and 1 minor treatment facility, along with a busy outpatient department.We provide physiotherapy, pathology, CT, MRI and diagnostic imaging services.The hospital is conveniently...
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Experienced Financial Planning Coordinator
4 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Recruit Wealth Ltd Full timeRole OverviewRecruit Wealth Ltd is representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional offices.Key ResponsibilitiesMaintaining all administration systems, ensuring all client data is accurate and up to date...
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Logistics Coordinator
4 days ago
Newcastle under Lyme, Staffordshire, United Kingdom FedEx Full timeWe are seeking a highly skilled Logistics Coordinator to join our operations teams at FedEx. As a key member of our team, you will be responsible for ensuring the safe and timely delivery of packages to our customers.FedEx is committed to creating a diverse and inclusive workforce that reflects the communities we serve. We believe that our strengths come...
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Dental Team Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Bupa Dental Care Full timeWe are seeking a skilled Dental Receptionist to be part of our experienced team at Bupa Dental Care Newcastle Under Lyme.About the RoleMeeting and greeting patients, ensuring a positive first impression and a smooth patient journeyBooking and amending appointments, answering phone calls, and updating patient recordsCoordinating care packages for patients, as...
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Care Coordinator
7 hours ago
Newcastle-under-Lyme, UK, Staffordshire, United Kingdom The Human Support Group Limited Full timeCompany DescriptionCare CoordinatorStoke: Office Newcastle-under-lyme ST5 9QFSalary £25,270Driving licence is requiredMonday to Friday 9am - 5pm with additional on call duties on a rota basisWhat we offerWe’re creating brighter days. Fresh challenges. Exciting opportunities. Plenty of ups, downs and curveballs. With a career as a Care Coordinator at Human...