Financial Services Coordinator
3 days ago
Looking for a career in wealth management? The Recruitment Council is seeking a highly skilled and motivated Financial Services Coordinator to join our team.
The ideal candidate will be responsible for office management, interacting with clients by managing relationships and providing client services. Key responsibilities include:
- Ensuring new business implementation
- Implementing marketing plans
- Managing policy renewals
Additionally, the successful candidate will be expected to:
- Gather policy information
- Data capturing
- Prepare investment review appointments
We are looking for someone with a BCom Degree (preferably majoring in Information Systems, Analytics and Investment Planning/Risk Management) or BCom (Economics). A minimum of 0-2 years of experience in the financial services industry is required.
A strong understanding of MS Office, particularly Excel and PowerPoint, is also essential. Proficiency in both spoken and written English and at least one other official South African language is necessary.
We offer a competitive salary of R250,000 per annum.
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Wilkinson & Associates Ltd Full timeJob Title: Financial Services CoordinatorWe are seeking a highly skilled Financial Services Coordinator to join our team at Wilkinson & Associates Ltd. This is an excellent opportunity for someone looking to develop their career in credit control.The role involves ensuring that outstanding debt is managed in a timely manner, and you will have excellent...
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Financial Operations Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Aspen Services Full timeJob Title: Financial Operations Coordinator">Job Description:We are seeking a detail-oriented Financial Operations Coordinator to support the financial team at Aspen Services, a respected company providing innovative solutions for commercial caterers.About the Team:The financial team plays a vital role in driving business growth and...
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Services Coordinator Job OpportunityEvelyn Partners Fund Solutions Limited is recruiting a Financial Services Coordinator to support the smooth operation of our financial services team in Glasgow. As a key member of our organization, you will be responsible for delivering high-quality administrative support and ensuring efficient day-to-day...
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Financial Services Coordinator
3 days ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading provider of financial and professional services, dedicated to helping individuals, families, and businesses achieve their goals. With over 186 years of experience, we offer a wide range of services, from wealth management to professional consulting. Our team is passionate about delivering exceptional...
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Financial Transactions Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Financial) Limited Full timeAccount Payable Role Overview: Lusona Consultancy (Financial) Limited is looking for a skilled Financial Transactions Coordinator to support our client's operations. This position involves working with various stakeholders to ensure efficient payment processing. Estimated salary: £32,000 - £42,000 per annum.About the Job:This role requires excellent...
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Financial Services Coordinator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be...
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Belron Full timeWe are seeking a highly motivated Financial Services Coordinator to join our team at Belron International Limited.About the RoleThis exciting opportunity has arisen for a talented individual to work in a dynamic and collaborative environment. As a Financial Services Coordinator, you will play a vital role in ensuring the smooth operation of our financial...
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Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Orega Full timeJob Title: Financial Services Coordinator">We are seeking a highly skilled Financial Services Coordinator to join our team at Orega. As a key member of our customer-facing staff, you will be responsible for providing top-notch service to our clients and visitors. This role requires a friendly and proactive individual with a 'nothing is too much trouble'...
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Financial Services Consultant
1 week ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers, a UK-based advisory business, is dedicated to helping individuals with their financial planning needs. Our commitment to exceptional service has earned us a reputation as one of the industry's top advisory businesses.We believe in face-to-face interactions and have a large team of advisers across the UK, including Scotland and...
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeEden Scott is seeking a highly skilled Financial Services Coordinator to join our team in Scotland. As a part-time employee, you will have the flexibility to work from home a few days a week and enjoy a healthy work-life balance.About the PositionThe successful candidate will have a strong understanding of Pensions and Investments, with authorisation in DB...
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Operations Coordinator
3 days ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob OverviewEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group. We are seeking a highly organized and detail-focused Operations Coordinator - Financial Services to join our team in Glasgow.About the CompanyOur company has over 186 years of experience in helping generations of people and businesses...
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Financial Services Coordinator
1 week ago
Glasgow, Glasgow City, United Kingdom The Recruitment Council Full timeJob OverviewWe are seeking a highly motivated and organized Financial Services Coordinator to join our team at The Recruitment Council.The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client services.About the RoleEnsure seamless new business implementation and policy renewal...
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Financial Services Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAt Eden Scott, we are seeking a highly organized and analytical Financial Services Coordinator to support our team of Independent Financial Advisers. As a key member of our operations team, you will play a crucial role in accurately inputting information, preparing reports, booking appointments, and supporting paraplanners.Key Responsibilities:Accurately...
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Financial Services Expert
1 week ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeAt Quilter Financial Advisers, we pride ourselves on delivering exceptional financial planning services to individuals across the UK.About the Role:Your primary objective will be to empower clients with informed decisions that align with their financial goals.You will develop tailored financial plans to ensure clients meet their objectives and overcome...
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Financial Services Professional
1 week ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeRole OverviewThe role of a Financial Advisor at Quilter Financial Advisers is to provide expert guidance to clients on their financial planning needs, helping them make informed decisions to achieve their goals. As a key member of our team, you will be responsible for building strong relationships with clients, understanding their unique situations, and...
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeBecome a Key Player in Our Financial Services TeamWe are looking for a highly skilled Financial Services Coordinator (Transfer In) to join our team at Evelyn Partners Fund Solutions Limited. This is a full-time position based in Glasgow, with a 12-month fixed-term contract.Evelyn Partners is a leading provider of financial and professional services, with a...
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Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom CV-Library Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to support our client in the Manufacturing, Warehousing & Logistics sector. Located in Glasgow, this permanent role involves managing purchase invoices, supplier accounts, and expense processing using SAP and Xero.The ideal candidate will be passionate about finance and have...
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Financial Services Operations Coordinator
1 week ago
Glasgow, Glasgow City, United Kingdom NRG. Full timeWe are looking for a skilled Financial Services Operations Coordinator to join our team at NRG. In this role, you will be responsible for providing exceptional customer service and support to clients, ensuring that their needs are met in a timely and efficient manner.Key ResponsibilitiesServicing clients by applying money, handling queries, processing...
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Accounts Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Financial) Limited Full timeFinancial Support RoleLusona Consultancy (group) Limited is seeking an experienced Accounts Coordinator to join their team. The ideal candidate will have a strong background in accounting and be proficient in Sage 50. Key responsibilities include managing the general ledger, reconciling supplier statements, and supporting the Finance Manager and Financial...
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Financial Project Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Ross-Shire Engineering Limited Full timeJob DescriptionWe are looking for a Financial Project Coordinator to support our Commercial team in delivering projects to the Water industry. As a Financial Project Coordinator, you will be responsible for ensuring that all financial and commercial aspects of projects are accurately managed and delivered.This will include preparing and managing budgets,...