Investment Services Coordinator

3 weeks ago


Cardiff, Cardiff, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
Job Description:
TEMPLEGATE RECRUITMENT LIMITED seeks a highly organized and detail-oriented IFA Administrator to join their team. The successful candidate will be responsible for providing administrative support in financial planning and investment services, ensuring the smooth operation of the team's daily activities.

Key responsibilities include maintaining accurate records, processing transactions, and providing exceptional customer service. The ideal candidate will possess excellent communication skills, strong organizational abilities, and a solid background in pensions and investments. Additionally, they should have a minimum of 5 years of experience in an IFA administrative role and proficiency in Intelligent Office (IO).

A competitive salary range of £25,000 - £32,000 based on experience and a robust benefits package are offered to the successful candidate.

  • Cardiff, Cardiff, United Kingdom Lovell Full time

    We are seeking an experienced Investment and Partnerships Coordinator to join our team in Cardiff. This role will involve coordinating investment and partnership activities that maximize social value in the region.You will be responsible for:Coordinating investment and partnership activities to achieve social value objectivesDeveloping and managing...


  • Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full time

    Pensions and Investments CoordinatorWe are seeking an experienced Pensions and Investments Coordinator to join our Cardiff office, where you will be responsible for coordinating the administration of pensions and investments, ensuring accurate and compliant record-keeping.This role requires strong organizational skills, attention to detail, and excellent...


  • Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Investment Support Coordinator to join our team in Cardiff.Key Responsibilities:Assist with the investment and deal completion process, including coordination of legal and drawdown documentation.Prepare documentation, reports, and agendas for monthly team meetings and investment peer...


  • Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    We are looking for an exceptional Property Investment Coordinator to join our team at Development Bank of Wales. As a key member of the Property department, you will play a crucial role in ensuring the efficient and professional delivery of investment and administrative support.About the RoleThe successful candidate will have a strong understanding of the...


  • Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job DescriptionWe are seeking an experienced Investment Support Administrator to join our team at the Development Bank of Wales. As an integral part of our Property department, you will provide high-level administrative support for all aspects of property investment activity.The successful candidate will have excellent organisational and communication...


  • Cardiff, Cardiff, United Kingdom Lovell Full time

    Role OverviewWe are seeking an experienced Social Value Manager to join our team in Cardiff, supporting the Lovell South Wales & West region's social value strategy. In this role, you will be responsible for driving social value investment and delivering maximum return on investment.You will report to the Regional Partnerships Director and collaborate with...


  • Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    About the RoleThe Administrative Support Specialist - Property Investment will provide high levels of investment and administrative support to the Property Department in Cardiff.Key Duties:Support the investment and deal completion process by coordinating legal and drawdown documentation.Develop and maintain accurate records and databases for property...


  • Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    We are seeking an experienced professional to join the Development Bank of Wales team based in Cardiff as a key member of the Property department.This is a 12-month fixed-term contract opportunity with a salary of approximately £27,500 per annum, dependent on experience.Job Summary:The successful candidate will provide administrative support to the Property...


  • Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    The Development Bank of Wales is recruiting for an Administrative Assistant to support our Property Investments team in Cardiff, Wales.About the RoleThis is a 12-month fixed-term contract that requires excellent administrative and organizational skills.Job ResponsibilitiesCoordinate investment and deal completion process: Assist with preparation of legal and...

  • Service Coordinator

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Recruit4staff Full time

    A Service Coordinator is required to work in our offices in Holywell. This is a great opportunity for someone with previous experience in a similar role to take their career to the next level.About the JobAnnual salary: £25,000 - £26,000The successful candidate will be responsible for coordinating and scheduling order books for scheduled engineer service...

  • Project Coordinator

    3 weeks ago


    Cardiff, Cardiff, United Kingdom M Group Services Full time

    Morrison Energy Services Transmission Networks (MES TN) is seeking a detail-oriented Project Coordinator to support our project management team in the UK.In this role, you will be responsible for coordinating project logistics, scheduling, and documentation.We estimate the salary for this role to be around £35,000 - £50,000 per annum, depending on...


  • Cardiff, Cardiff, United Kingdom M Group Services Full time

    We are seeking a highly motivated and organized Project Coordination Specialist to join our team at Morrison Energy Services Transmission Networks (MES TN). As a Project Coordination Specialist, you will play a key role in coordinating and managing project resources, timelines, and budgets.About the Role:You will work closely with our Operational Team to...


  • Cardiff, Cardiff, United Kingdom Ellie Mental Health - 178 Full time

    We are seeking a highly skilled Healthcare Services Coordinator to join our team at Ellie Mental Health. This exciting opportunity will allow the successful candidate to play a key role in coordinating healthcare services, ensuring seamless delivery of care to clients, and supporting the development of new initiatives and programs.As a Healthcare Services...


  • Cardiff, Cardiff, United Kingdom Cyngor CaerdyddCardiff Council Full time

    Job Description: Residential Service CoordinatorCyngor Caerdydd/Cardiff Council is hiring a Residential Service Coordinator to join our Independent Living Services Team. In this role, you will be responsible for coordinating residential services to support vulnerable adults in living independently at home.As a Residential Service Coordinator, you will work...


  • Cardiff, Cardiff, United Kingdom ErecruitSmart Full time

    Job Description:We are seeking an experienced Property Asset Manager to join our team in Cardiff. As a key member of our property investment firm, you will play a crucial role in overseeing the performance of property management firms, ensuring compliance, efficiency, and value. Your duties will include monitoring performance, negotiating contracts,...


  • Cardiff, Cardiff, United Kingdom Brook Street UK Full time

    Welcome to Brook Street UK, where we're passionate about delivering exceptional mental health support services.Wellbeing Services CoordinatorWe're looking for a skilled Wellbeing Services Coordinator to join our team on a temporary, part-time basis.About the Role:You'll work closely with our team to coordinate mental health support services for...


  • Cardiff, Cardiff, United Kingdom Forward Waste Management Full time

    Job Title: Customer Service CoordinatorForward Waste Management is a dynamic and focused company providing innovative waste management services to the manufacturing sector. The role involves working as part of a team, coordinating customer service requests with our in-house transport and third-party hauliers. We estimate an annual salary of £22,000 -...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    **Job Summary**Austin Fraser is seeking an experienced Adult Services Coordinator to join our team. In this role, you will be responsible for coordinating the delivery of adult social care services.About the RoleYou will be responsible for working closely with our senior management team to develop and implement strategies to improve the quality of care and...


  • Cardiff, Cardiff, United Kingdom DS Recruiting Services Full time

    Earthworks and Infrastructure Project CoordinatorWe are seeking a highly motivated and experienced Earthworks and Infrastructure Project Coordinator to join our team at DS Recruiting Services. In this role, you will be responsible for coordinating the delivery of earthworks, enabling works, drainage, roads, and sewers projects.The ideal candidate will have a...


  • Cardiff, Cardiff, United Kingdom Park Plaza Cardiff Full time

    We are seeking a Guest Services Coordinator to join our team at Park Plaza Cardiff. This role offers an exciting opportunity to work in a dynamic and customer-focused environment, delivering exceptional hospitality and exceeding guest expectations.Responsibilities include:Manage guest arrivals and departures efficientlyCoordinate room allocation and...