Financial Services Coordinator

The role of a Senior Financial Services Coordinator at Templegate Recruitment Limited is to provide high-level administrative support to financial advisers. With a strong background in pensions and investments, this detail-oriented professional will be responsible for maintaining up-to-date client records within Intelligent Office (IO) and processing new...

Career Opportunities at Interbridge Mortgages LimitedWe are currently recruiting for a Customer Operations Executive to join our team. This role is ideal for individuals who want to work in a dynamic and fast-paced environment, where they can make a real difference in the lives of our customers.About the Role:This is a full-time position that involves being...

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

About SamedaybagsWe produce custom merchandise for prominent brands such as Virgin Media, Disney, Vodafone, Fulfill, Fender, Adidas and Amazon. Our team designs and manufactures branded products for educational institutions, universities and businesses.We require someone who can work independently, has a high level of attention to detail and meets regular...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

Job OverviewWe are seeking an experienced Financial Operations Coordinator to join our growing Finance Team at H9 Technical Recruitment Ltd. This permanent opportunity offers excellent benefits and a competitive salary.

**Company Overview** At Admiral Group Plc, we're passionate about delivering exceptional client service and building long-lasting relationships with our clients. Our team of experts is dedicated to providing expert support and guidance throughout the claims handling process. We're seeking a highly skilled Client Service Coordinator to join our team! In...

Job DetailsChamberlains Security invites applications for the position of Office and Financial Coordinator. This part-time role involves managing various financial tasks, including payroll, invoicing, and accounts management.Key Responsibilities:Manage Sage Accounts: Sales and Purchase Ledgers, Journals, VAT Returns, Petty Cash Reconciliation, and Monthly...

Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.In this position, you will be responsible for onboarding new clients, sending...

Finlink Ltd is a rapidly growing IFA Network, backed by institutions and boasting a diverse, experienced team. We are looking for a talented individual to fill the role of Agency Coordinator, supporting new member onboarding and client novation processes.In this position, you will work closely with product providers to understand their requirements, action...

About Us">We are a robust and diverse group, with over 20 years of experience in the financial services industry.">The Job">As an Agency Coordinator, you will be responsible for supporting new member onboarding for internal and FCA purposes.">You will deal with client novation with product providers, communicating their requirements and ensuring all relevant...

A Service Coordinator is required to work in our offices in Holywell. This is a great opportunity for someone with previous experience in a similar role to take their career to the next level.About the JobAnnual salary: £25,000 - £26,000The successful candidate will be responsible for coordinating and scheduling order books for scheduled engineer service...

Imperial Services is seeking an experienced Financial Management Team Lead to join our team. As a key member of our leadership team, you will be responsible for overseeing the financial management of our coffee shop operations.Key Responsibilities:Manage all aspects of coffee shop finances, including budgeting, forecasting, and financial reporting.Develop...

Job Title: Head of Financial ServicesAn exciting opportunity has arisen for a seasoned Head of Financial Services to lead our financial operations in Cardiff. The ideal candidate will have a strong background in finance, with experience in managing financial commissioning and benchmarking functions.About the Role:Lead the financial services function within...

Financial Services ExpertWe are seeking an experienced Financial Services Expert to join our team based in the Cardiff area. This is a fantastic opportunity for individuals to work with high net worth clients and help them achieve their financial goals.This position requires strong communication skills, attention to detail, and ability to negotiate better...

Role OverviewWe are seeking a Care Pathway Coordinator to join our team at Service Care Solutions. This is a full-time position with an initial contract of 3 months and a competitive pay rate of £17.21 per hour.About the RoleThe successful candidate will be responsible for coordinating care pathways for young people leaving care, ensuring their needs are...

The company, Finlink Ltd, is an FCA-regulated IFA Network that provides robust and supportive services. This role is ideal for individuals with experience in novation's within Financial Services, as well as those familiar with IFA Administration, letter of authority process, and communicating with product providers.This position involves working within the...

About the Opportunity:We have an exciting opportunity for a Homecare Services Coordinator to join our Medicines Procurement and Homecare Services Teams at Cardiff and Vale University Health Board. As a Homecare Services Coordinator, you will play a crucial role in developing and maintaining a safe and efficient medicines procurement and homecare service.The...

Your Career PathAtradius offers a rewarding opportunity as a Financial Services Executive in our Cardiff office, located with a stunning view of Cardiff Bay. In this role, you will be responsible for servicing and growing a credit insurance customer portfolio. Our company values teamwork, accountability, and service, providing a supportive environment for...

Job DescriptionWe are seeking a skilled Paraplanner to join our team at Heat Recruitment.Estimated Salary: £35,000 per annumThis is a hybrid working role based in Cardiff.Key Responsibilities:Build and maintain strong relationships with clients, ensuring effective communication and tailored support.Maintain compliance with terms and conditions, as well as...