Asset Finance Coordinator
4 weeks ago
We are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team. As an Asset Finance Administrator, you will be responsible for managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.
Key Responsibilities- Manage a bank of consultants and their clients, providing excellent customer service and administrative support
- Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection accurately and through to completion
- Understand third-party providers' platforms and processing times
- Manage individual workload using a personal diary system on Client Management to ensure timely completion of tasks
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases
- Handle client/provider queries over the phone and via email
- Maintain client records on the back-office system
- Cover receptionist duties, including managing post, phone calls, greeting clients, and dealing with third-party suppliers
- Minimum of 2 years' experience working for an IFA practice
- Experience and understanding of pension and investment products
- Excellent interpersonal and communication skills
- Efficiency, accuracy, and attention to detail
- Self-motivated with the initiative to take on tasks
- Strong organisational skills with the ability to multitask
- Excellent telephone manner
- Experience with Intelligent Office (IO) would be desirable
- 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
- Hybrid working model post-probation, with a 50/50 split between office and home
- Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
- 37.5-hour workweek
- Company Pension Scheme
- Access to Benefit Hub for discounts on products and tickets
- Group Life Scheme
- Performance-related bonus
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Financial Operations Coordinator
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Financial Services Coordinator
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Chief Financial Planning Officer
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E-Task Lead Coordinator
4 weeks ago
Stockport, Stockport, United Kingdom Stockport NHS Foundation Trust Full timeJob SummaryThe E-Task Lead Coordinator will play a pivotal role in the Out of Hours team, providing professional leadership, support, guidance, and excellent clinical skills to medical and ward teams. This position requires excellent communication skills and the ability to work with a wide range of colleagues, patients, families, and carers.Main...
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E-Task Lead Coordinator
4 weeks ago
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3 weeks ago
Stockport, Stockport, United Kingdom Circle Health Group Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Coordinator to join our team at Circle Health Group. The successful candidate will be responsible for providing exceptional financial services to our patients and stakeholders.Key ResponsibilitiesTimely billing of patient accounts, ensuring compliance with department processes and...
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