Financial Services Coordinator

4 weeks ago


Rudheath, United Kingdom Heat Recruitment Ltd Full time

Financial Services Administrator Role

Heat Recruitment Ltd is seeking an experienced Financial Services Administrator to join their Intermediary Sales Support Team. This exciting opportunity is ideal for a professional looking to provide high-quality advice and support to clients.

Key Responsibilities:

  • Dealing with client and IFA queries, including technical questions, to a high standard.
  • Providing administrative and technical support to various teams within the business.
  • Handling inbound and outbound communication via the telephone.
  • Efficiently dealing with complaints and monitoring the team inbox.

Requirements:

  • Previous experience in a financial services role.
  • Ability to learn and understand technical knowledge, including tax requirements and regulations.

About the Company:

Heat Recruitment Ltd is a leading recruitment agency specializing in financial services. They have an excellent reputation within the industry and provide a wide range of services to private clients, corporations, and financial services professionals across the UK.



  • Rudheath, United Kingdom CV-Library Full time

    Role: Financial Services Administrator Location: Northwich Salary: Up to £29,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...


  • Rudheath, United Kingdom Heat Recruitment Ltd Full time

    Role: Financial Services AdministratorLocation: NorthwichSalary: Up to £29,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...


  • Rudheath, United Kingdom Heat Recruitment Ltd Full time £29,000

    Role:Financial Services AdministratorThis is an award-winning financial planning and investment company that has an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK, they are the market leader in the industry and...


  • Rudheath, United Kingdom Heat Recruitment Ltd Full time

    Financial Services AdministratorDue to growth, this company has an exciting opportunity for an experienced financial services professional to join as a Financial Services Administrator. This role sits within the Intermediary Sales Support Team and is crucial to providing a high-quality advice service to clients.Key Responsibilities:Dealing with queries from...


  • Rudheath, United Kingdom Logistics People Full time

    Job Title: Transport Operations CoordinatorJob Summary:Logistics People is seeking a skilled Transport Operations Coordinator to join our team. As a key member of our operations team, you will be responsible for managing and planning drivers, controlling resources, and ensuring compliance with regulations.Key Responsibilities:• Manage and plan drivers...


  • Rudheath, Cheshire, United Kingdom Heat Recruitment Ltd Full time €29,000

    Role: Financial Services Administrator 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market...


  • Rudheath, United Kingdom CV-Library Full time

    An award-winning, national Financial Planning firm in Northwich are looking for a Customer Service Representative to sit on their Investments team, supporting clients with inbound and outbound communications. The successful applicant must be confident being on the phone, organised, have excellent attention to detail and be passionate about helping to...


  • Rudheath, United Kingdom Heat Recruitment Ltd Full time

    Job Title: Customer Service RepresentativeJob Description:We are seeking a Customer Service Representative to join our Investments team at a national Financial Planning firm in Northwich. As a key member of our team, you will be responsible for providing exceptional client service and support through inbound and outbound communications.Key...


  • Rudheath, United Kingdom Heat Recruitment Ltd Full time

    An award-winning, national Financial Planning firm in Northwich are looking for a Customer Service Representative to sit on their Investments team, supporting clients with inbound and outbound communications.The successful applicant must be confident being on the phone, organised, have excellent attention to detail and be passionate about helping to deliver...


  • Rudheath, United Kingdom Heat Recruitment Ltd Full time

    Investment Support RoleWe are seeking a skilled Customer Service Representative to join our Investments team at a national Financial Planning firm in Northwich. As a key member of the team, you will be responsible for delivering exceptional client experiences through inbound and outbound communications.The ideal candidate will be confident in their ability...


  • Rudheath, Cheshire, United Kingdom Heat Recruitment Ltd Full time

    An award-winning, national Financial Planning firm in Northwich are looking for a Customer Service Representative to sit on their Investments team, supporting clients with inbound and outbound communications. The successful applicant must be confident being on the phone, organised, have excellent attention to detail and be passionate about helping to...