Financial Services Coordinator

**Company Overview**Click and Connect Online Limited is a renowned private wealth advisory firm serving international investors and expatriates worldwide. Our commitment to delivering exceptional financial planning and investment solutions has earned us a distinguished reputation in the wealth management industry.**Role Overview**The Financial Services...

Job OverviewClick and Connect Online Limited is seeking a diligent and organized Financial Services Administrator to provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.

Job Title: Financial Transactions CoordinatorJob Summary: We are seeking a skilled Financial Transactions Coordinator to join our team in St Albans. The successful candidate will be responsible for managing daily financial transactions, reconciliations, and accounts management.Key Responsibilities:* Record daily financial transactions and maintain accurate...

About Our Client:Our client, a forward-thinking financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by experienced financial professionals, they offer a unique approach that sets them apart in the industry.Why Choose Our Client:Our client is committed to providing the key competencies for success in a Wealth...

About the RoleAn exciting opportunity has arisen for a seasoned Financial Services Audit professional to lead our audit team. We are seeking an individual with extensive experience in managing audits, ensuring high-quality results and delivering excellent client service.Key Responsibilities:Lead a portfolio of around 50 audits for various clients in the...

Financial Advisor Job DescriptionWe are seeking a skilled Financial Advisor to provide expert financial advice to clients in the UK. The successful candidate will be responsible for managing and growing client portfolios, contributing to the overall success of our financial services division.Key Responsibilities:Conduct comprehensive financial assessments to...

About the RoleWe are seeking a highly motivated and experienced Customer Service Coordinator to join our team at Franke Coffee Systems UK. This role is pivotal in ensuring the smooth and efficient coordination of after-sales support and installation services for our clients.Your Key ResponsibilitiesCoordinate and oversee the scheduling and execution of...

About the RoleWe are seeking a highly skilled Customer After Sales and Installation Team Coordinator to join our team at Franke Coffee Systems UK. This role is pivotal in ensuring the smooth and efficient coordination of after-sales support and installation services for our clients.Your Key ResponsibilitiesCoordinate and oversee the scheduling and execution...

Financial Services Specialist RoleTemplegate recruitment is seeking a skilled Financial Services Specialist to join their team. The ideal candidate will have experience working as a Financial Services Administrator or Paraplanner within an Independent Financial Adviser (IFA) practice.Key Responsibilities:Writing suitability reports and fund switch letters in...

Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide expert financial advice to clients in the UK. The successful candidate will be responsible for managing and growing client portfolios, contributing to the overall success of our financial services division.Key Responsibilities:Conduct comprehensive financial assessments to understand...

Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide expert financial advice to clients in the UK. The successful candidate will be responsible for managing and growing client portfolios, contributing to the overall success of our financial services division.Key Responsibilities:Conduct comprehensive financial assessments to understand...

Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide expert financial advice to clients in the UK. The successful candidate will be responsible for managing and growing client portfolios, contributing to the overall success of our financial services division.Key Responsibilities:Conduct comprehensive financial assessments to understand...

Overview:We are seeking a skilled and motivated Financial Advisor to join our team. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division.Key Responsibilities:Conduct comprehensive financial assessments for...

Our client is a rapidly growing financial services firm that offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth.Responsibilities of the Financial Services Expert:Arranging client appointmentsManaging and maintaining client relationshipsGrowing a...

Client Services Support AdministratorWe are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Support Administrator. This role will provide a high level of aftercare to existing clients, support financial advisers with information requests, and assist with client annual review processes.Key...

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...

We are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in St. Albans.This is a key role in the Financial Planning process, and we require a confident and professional individual who is...

We are seeking a highly organized and customer-focused Financial Services Administrator to join our team at ReQuire Consultancy. As a key member of our services team, you will be responsible for delivering exceptional service to our clients, troubleshooting issues in a timely and efficient manner, and building strong relationships with customers, advisers,...

We are seeking a highly skilled Financial Advisor to provide expert financial advice to clients and contribute to the overall success of our financial services division.Responsibilities:Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.Provide tailored financial advice and recommend suitable...

About Our CompanyOur company, Independent Resourcing Consultancy Ltd, is a leading provider of financial advisory services to individuals and families worldwide.Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial planning and wealth...