Financial Services Coordinator
4 hours ago
Financial Services Administrator
About the Role:We are seeking an experienced financial services administrator/trainee paraplanner to join our boutique advice practice in Norfolk. As a key member of our team, you will be responsible for liaising with advisers and colleagues on all aspects of the business process.
Duties and Responsibilities:- Liaise with advisers and colleagues on all aspects of the business process.
- Communicate with insurance companies and investment companies to obtain specific information.
- Prepare investment reports and review packs for existing clients.
- Prepare new business packs for prospective clients.
- Utilize back office systems to construct data records and obtain information for existing clients.
- Assist advisers to ensure business is processed efficiently and accurately.
- Comply with FCA rules and internal compliance procedures.
- Honesty
- Integrity
- Reliability
- Ability to work well under pressure
- Good knowledge and experience of Microsoft Office and Excel
- Mathematics and English qualifications (grade C and above)
- Good telephone manner
- Experience within financial services, ideally within an insurance company or financial advisory business
- 25 days holiday
- Free parking
- Home working one day per week (hybrid)
- Annual bonus (ad hoc)
- Finance and support for financial qualifications
- Personal development encouraged, with a track record of developing administrators to advice level
-
Senior Financial Services Manager
3 weeks ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeEstablish a thriving client portfolio in the Colchester area by overseeing existing relationships and cultivating new connections.As a respected Financial Adviser, you will leverage your expertise to drive growth and deliver exceptional results for high net worth individuals in East Anglia and London.This role is ideal for an experienced Financial Planner...
-
Service Deployment Coordinator Leader
2 weeks ago
Norwich, Norfolk, United Kingdom Gasway Services Ltd Full timeKey Responsibilities:In this Service and Deployment Coordinator position, you will be responsible for ensuring that work is planned and scheduled effectively to meet customers' needs. You will deliver outstanding customer service by phone, email, and in-person, and optimize engineer resource deployment and monitor financial tasks.Essential Skills:Customer...
-
Financial Services Coordinator
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Summary:To deliver exceptional client service, ensuring a high-quality, efficient, and professional experience that adheres to the strictest regulatory standards.Key Responsibilities:To maintain accurate and efficient scheme administration, including ongoing assessments, new joiners, scheme leavers, claims, and address changes in compliance with...
-
Financial Operations Coordinator
3 weeks ago
Norwich, Norfolk, United Kingdom Epos Now Full timeJob Title: Financial Operations CoordinatorWe are looking for a skilled Financial Operations Coordinator to help us manage our financial operations in the UK. In this role, you will be responsible for maintaining accurate financial records and providing support to the finance team.Key Responsibilities:Post payments and perform payment gateway receipt...
-
Norwich, Norfolk, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a Financial Planner to join our team at Financial Divisions. As an Independent Financial Advisor, you will be responsible for managing client bank transfers from retiring advisors over the next 3 years and bringing on new clients.About the RoleThis is a BRAND NEW ROLE that offers an attractive salary and benefits package, including...
-
Financial Services Leader
2 weeks ago
Norwich, Norfolk, United Kingdom Norwich City Services Ltd Full timeAt Norwich City Services Ltd, a company wholly owned by Norwich City Council, we pride ourselves on our ambition and commitment to excellence. Our team is dedicated to maintaining the city's infrastructure, parks, and properties, providing vital services across the city.We are seeking an inspirational Director of Finance & Corporate Services to join our...
-
Financial Operations Coordinator
3 weeks ago
Norwich, Norfolk, United Kingdom Anglian Home Improvements Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Anglian Home Improvements.About the RoleThis is an exciting opportunity for a dedicated professional to support our finance department in ensuring seamless financial operations. The successful candidate will be responsible for managing...
-
Client Services Coordinator
21 hours ago
Norwich, Norfolk, United Kingdom R13 Recruitment Full timeWe are seeking a Client Services Coordinator to join our team at R13 Recruitment in Norfolk and Suffolk.This full-time, permanent position is based in Norwich and offers a salary between £25,000 and £28,000 depending on experience.Overview: Our organisation provides a range of services to clients, with a team of experts in a challenging yet supportive...
-
Financial Advisor
2 weeks ago
Norwich, Norfolk, United Kingdom Countrywide Mortgage Services Full timeWe are looking for a Financial Advisor - Mortgage Services to join our team in Watton, Norfolk. As a key member of our estate agency, you will be responsible for providing expert mortgage advice to clients, working closely with our colleagues in Estate Agency.The successful candidate will have a strong background in mortgage services, with the ability to...
-
Holiday Services Operations Manager
2 weeks ago
Norwich, Norfolk, United Kingdom Gasway Services Ltd Full timeJob Overview:This is a Service and Deployment Coordinator role in Norwich. The primary responsibility is to ensure that work is planned and scheduled effectively to meet customers' needs.Main Responsibilities:Deliver outstanding customer service by phone, email, and in-person.Optimize engineer resource deployment and monitor financial tasks.About the...
-
Supported Living Team Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom Hilton Community Services Ltd Full timeAbout the Role">The Supported Living Team Coordinator is responsible for delivering high-quality services to tenants while managing resources within a Supported Living service. This role involves overseeing all activities, assets, and personnel associated with this area of the business.">Main Responsibilities">Ensure that the needs of Service Users are met...
-
Financial Services Advisor
3 weeks ago
Norwich, Norfolk, United Kingdom Alan Boswell Group Full timeWe're looking for a talented Financial Services Advisor to join our team in Norwich. As a Financial Services Advisor, you will be responsible for providing expert advice on insurance, risk management, and financial services to our clients.You will work closely with our clients to understand their financial goals and develop tailored solutions to meet their...
-
Financial Accountant
1 month ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeAccounting Portfolio ManagerWe are seeking an accomplished Accountant to join our team at Blusource Professional Services Ltd. As an Accounting Portfolio Manager, you will be responsible for managing a portfolio of clients and providing financial services to support their business growth. Key responsibilities include creating and reviewing financial...
-
Financial Services Consultant
3 weeks ago
Norwich, Norfolk, United Kingdom Heritage Wills Full timeHeritage Wills is looking for a Financial Services Consultant to provide expert advice to clients on their estate planning needs. The successful candidate will have a strong understanding of financial services and be able to develop tailored solutions for clients.Responsibilities of the Financial Services Consultant include consulting with clients,...
-
Food Service Coordinator
3 weeks ago
Norwich, Norfolk, United Kingdom Norse Group Full timeSenior Food Service CoordinatorNorse Group is seeking a Senior Food Service Coordinator to manage the kitchen team and ensure high-quality food services at our school in Norwich.The ideal candidate will have previous experience working in a fast-paced kitchen environment, with strong communication skills and a passion for delivering excellent customer...
-
Support Services Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom Inspiration Trust Full timeJob Title: Support Services CoordinatorEstimated Salary: £25,000 - £32,000 per annumAbout the Role:We are seeking a highly organized and proactive Support Services Coordinator to join our team at Inspiration Trust. As a key member of our support services team, you will provide operational support to management, teachers, students, and parents.Key...
-
Strategic Project Coordinator
3 weeks ago
Norwich, Norfolk, United Kingdom Keltbray Infrastructure Services Full timeAbout the RoleAs a Strategic Project Coordinator at Keltbray Infrastructure Services, you will play a pivotal role in ensuring the successful delivery of our Energy Transmission projects.
-
Financial Services Professional
22 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeService Service Employment Agency Limited, a reputable financial planning practice based in the East of England, seeks an experienced Financial Advice Professional to work part-time. The ideal candidate will leverage an existing mature book of business, servicing and developing lasting client relationships.The role offers a competitive salary, bonus...
-
Financial Services Professional
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeService Service Employment Agency Limited is seeking a highly skilled Financial Services Professional to join their team in central Norwich. The ideal candidate will have experience working in the financial services profession and excellent communication and IT skills.The role involves working closely with advisers and other professionals, completing...
-
Service Operations Coordinator
4 days ago
Norwich, Norfolk, United Kingdom R13 Recruitment Full timeR13 Recruitment is proud to present an exciting opportunity for a Service & Deployment Coordinator to join a reputable utility service provider based in Norwich on a temporary 6-month contract with potential for long-term employment.About the RoleThis full-time position offers a stable work environment, Monday to Friday, 8am – 5pm, within the company's...