Financial Operations Coordinator

1 week ago

Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time
Client and Operations Coordinator

De Lisle Financial Planning is seeking a highly organized and tech-savvy Client and Operations Coordinator to join their small, busy team on a part-time basis. The ideal candidate will provide exceptional client service, manage daily operations, and support the Financial Planners in delivering excellent client experiences.

Key Responsibilities:
  • Provide a professional point of contact for clients, providers, and suppliers via phone, email, and in-person interactions
  • Organize client meetings, manage the Financial Planners' diary, and workload
  • Prepare client documentation in advance of meetings
  • Manage client service needs and expectations to ensure client satisfaction
  • Maintain SharePoint, back-office systems, and client files to compliance standards
  • Filter Financial Planner's general information, queries, and invitations
  • Comply with relevant compliance, T&C, data protection, and financial crime procedures/requirements
Requirements:
  • Excellent command of MS Office and tech-savviness to navigate various systems
  • Highly organized with excellent attention to detail and ability to jump in and help as needed
  • Previous experience in an office environment, preferably as a Personal Assistant or Administration Manager
What We Offer:
  • Hybrid working arrangement with one day at home per week
  • Access to a beautiful office space with green space, gym, and other amenities
  • Opportunity to work with a successful small financial planning company

Please attach a cover letter outlining why you believe you would be a good fit for this role. No agents please. HRCentral Limited is handling this vacancy on our behalf.

  • Financial Operations Coordinator

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations Co-OrdinatorWe are seeking a highly organized and client-focused individual to join our team as a Client and Operations Co-Ordinator. This role will be responsible for providing exceptional client service, managing daily operations, and supporting the smooth delivery of our services.Key Responsibilities:Provide a professional point of...

  • Financial Operations Coordinator

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations Co-OrdinatorWe are seeking a highly organized and client-focused individual to join our team as a Client and Operations Co-Ordinator. This role will be responsible for providing exceptional client service, managing daily operations, and supporting the smooth delivery of our services.Key Responsibilities:Provide a professional point of...

  • Financial Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom LM RECRUITMENT SOLUTIONS LTD Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at LM RECRUITMENT SOLUTIONS LTD. As a key member of our finance department, you will play a vital role in ensuring the smooth operation of our financial functions.Key ResponsibilitiesWork closely with the Group Management Accountant to...

  • Financial Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom LM RECRUITMENT SOLUTIONS LTD Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at LM RECRUITMENT SOLUTIONS LTD. As a key member of our finance department, you will play a vital role in ensuring the smooth operation of our financial functions.Key ResponsibilitiesWork closely with the Group Management Accountant to...

  • Client and Operations Coordinator

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Job Title: Client and Operations Co-OrdinatorDe Lisle Financial Planning is seeking a highly organized and tech-savvy Client and Operations Co-Ordinator to join their small, busy team on a part-time basis. The successful candidate will be responsible for providing excellent client service, managing daily operations, and supporting the Financial Planners in...

  • Client and Operations Coordinator

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Job Title: Client and Operations Co-OrdinatorDe Lisle Financial Planning is seeking a highly organized and tech-savvy Client and Operations Co-Ordinator to join their small, busy team on a part-time basis. The successful candidate will be responsible for providing excellent client service, managing daily operations, and supporting the Financial Planners in...

  • Financial Operations Coordinator

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Finance Administrator/AccountsLocation: TewkesburyJob Type: Full-timeSalary: Up to £27,000About the Role:We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Glos. As a key member of our finance function, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Operations Coordinator

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Finance Administrator/AccountsLocation: TewkesburyJob Type: Full-timeSalary: Up to £27,000About the Role:We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Glos. As a key member of our finance function, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Operations Coordinator

    7 days ago

    Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Finance Administrator/AccountsLocation: TewkesburyJob Type: Full-timeSalary: Up to £27,000About the Role:We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Glos. As a key member of our finance function, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Operations Coordinator

    7 days ago

    Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Finance Administrator/AccountsLocation: TewkesburyJob Type: Full-timeSalary: Up to £27,000About the Role:We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Glos. As a key member of our finance function, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Operations Coordinator

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Finance Administrator/AccountsLocation: TewkesburyJob Type: Full-timeSalary: Up to £27,000About the Role:We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Glos. As a key member of our finance function, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Operations Coordinator

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Finance Administrator/AccountsLocation: TewkesburyJob Type: Full-timeSalary: Up to £27,000About the Role:We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Glos. As a key member of our finance function, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Planning Administrator

    7 days ago

    Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...

  • Financial Planning Administrator

    7 days ago

    Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...

  • Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Brave Human Capital Group Full time

    Job Summary:We are seeking a highly organized and detail-oriented Operations Coordinator to join our team at Brave Human Capital Group. As an Operations Coordinator, you will play a critical role in ensuring the smooth operation of our real estate assets, working closely with our Operations Manager to maintain high standards of property maintenance, health...

  • Financial Planning Administrator

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...

  • Financial Operations Manager

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Clover HR Services Limited Full time

    Job DescriptionClover HR Services Limited is seeking an experienced Financial Operations Manager to oversee the day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports.Key ResponsibilitiesFinancial Management: Thorough and detailed bookkeeping, including the creation and maintenance of management...

  • Financial Operations Manager

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Clover HR Services Limited Full time

    Job DescriptionClover HR Services Limited is seeking an experienced Financial Operations Manager to oversee the day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports.Key ResponsibilitiesFinancial Management: Thorough and detailed bookkeeping, including the creation and maintenance of management...

  • Financial Operations Coordinator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Central Staffing Solutions Ltd Full time

    Central Staffing Solutions Ltd is seeking an experienced Accounts Assistant to join their team on a full-time, permanent contract. The successful candidate will be responsible for ensuring all accounts are up to date and accurate, working closely with other staff members to support finance-related tasks. Key responsibilities include: * Maintaining accurate...

  • Financial Operations Coordinator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Central Staffing Solutions Ltd Full time

    Central Staffing Solutions Ltd is seeking an experienced Accounts Assistant to join their team on a full-time, permanent contract. The successful candidate will be responsible for ensuring all accounts are up to date and accurate, working closely with other staff members to support finance-related tasks. Key responsibilities include: * Maintaining accurate...