Financial Services Coordinator

About the RoleThis Financial Services Coordinator position is ideal for someone with experience in accounting and administration. You will be responsible for processing and maintaining accurate financial records, reconciling bank statements, and assisting with monthly financial reports.

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be...

At Eden Scott, we are seeking a highly organized and analytical Financial Services Coordinator to support our team of Independent Financial Advisers. As a key member of our operations team, you will play a crucial role in accurately inputting information, preparing reports, booking appointments, and supporting paraplanners.Key Responsibilities:Accurately...

About the RoleWe are seeking a skilled Financial Services Coordinator to join our team at C & P Recruitment. This exciting opportunity will see you take on a variety of administrative tasks, ensuring the smooth operation of our financial processes.Key ResponsibilitiesAccounts Management: Manage and process supplier invoices and payments in a timely manner,...

Exciting Opportunity: Senior AdministratorAbout Us:We are a leading Partner Practice of St. James's Place Plc, a highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Key Details:Location: GlasgowSalary: Up to £28,000 per annum (dependent on...

Job OverviewWe are seeking a highly skilled Financial Services Coordinator to join our team in Glasgow. As a key member of our wealth management organisation, you will be responsible for processing new business applications and managing post-sale requests.Key ResponsibilitiesProcess new business applications and manage post-sale requests to...

Financial Support RoleLusona Consultancy (group) Limited is seeking an experienced Accounts Coordinator to join their team. The ideal candidate will have a strong background in accounting and be proficient in Sage 50. Key responsibilities include managing the general ledger, reconciling supplier statements, and supporting the Finance Manager and Financial...

Job DescriptionYour Role:• Collaborate with Finance to enhance fee earners' financial performance through proactive client billing, reporting, and financial analysis.• Provide administrative support to Finance & Projects partners and fee earners, including managing diaries, preparing meeting materials, and coordinating travel arrangements.• Develop...

Job SummaryAs a Financial Aid Administrator at the University of Glasgow, you will play a vital role in supporting students with their financial needs. This part-time position involves working closely with the Financial Aid Manager to deliver financial aid programs, ensuring a smooth and efficient experience for students.Main Responsibilities1. Provide...

Job SummaryWe are looking for a dedicated Care Services Coordinator to join our team at Keane Premier Support Services South Lanarkshire. In this role, you will provide personal care and support services to individuals in their homes and community settings, promoting their independence and wellbeing.Key Responsibilities:Personal Care and Support: Provide...

Join our team as an Operations Executive - Fees and contribute to delivering exceptional service to our clients. In this role, you will be responsible for:Managing service agreements and fees accurately and within agreed timescales.Creating advice and ongoing fee expectations for clients.Maintaining accurate records of client interactions and...

Job SummaryWe are seeking a highly skilled Wealth Adviser Assistant to join our team at The Recruitment Council.Key ResponsibilitiesImplement new business initiatives and ensure successful execution.Manage policy renewals and maintain relationships with clients.Prepare for investment review appointments and load new/existing policies.Maintain the CRM system,...

Mortgage Advisor Career PathYour journey as a Mortgage Advisor at HSBC Global Services Limited begins with a comprehensive induction program designed to equip you with the knowledge and skills necessary to excel in this role. With a competitive salary of £35,000 - £55,000 per annum, you will be empowered to establish yourself as a trusted advisor and build...

**Role Overview:**Tate seeks a skilled Credit Controller to join our Finance Team in Glasgow, managing the credit and cash aspects of a specific group of customers.**Key Accountabilities:**Manage the collection of debt from selected accounts, aligning with financial targets.Employ judgment to select the most effective collection methods to mitigate bad debt...

The **Commercial Finance Analyst** role is a key position within our business services team, responsible for supporting the client/matter life cycle. This includes matter tracking, financial reporting, pricing governance, quality assurance, and extensive stakeholder interaction.Matter tracking and monitoring, ensuring timely flagging of deviations from...

About NHS National Services ScotlandNational Services Scotland is a national NHS Board operating at the heart of NHSScotland, providing invaluable support and advice at a strategic and operational level. Our priority is always the same – to improve the health and well-being of the people of Scotland by working in partnership with colleagues across Health...

About Evelyn PartnersEvelyn Partners is a leading financial services institution seeking a talented individual to join our Fees team in Glasgow or Leeds.Job SummaryWe are looking for a highly skilled and organized Operations Executive - Fees to provide exceptional support to our financial planning teams nationwide. The successful candidate will be...

Bield Housing and Care requires a Service Coordinator to administer all service and compliance contracts on their Asset Management System. The successful candidate will have significant relevant experience in an administrative role within housing or a similar service-based sector.About the PositionThis role involves scheduling appointment visits, issuing...

Financial Operations Coordinator OpportunityWe are seeking an experienced Financial Administrator to join our team in East Renfrewshire. As a Financial Operations Coordinator, you will be responsible for managing and organizing the day-to-day purchase transactions of the business. Your key responsibilities will include ensuring all finance information and...

Join us at Keane Premier Support Services South Lanarkshire, where excellence meets opportunity. As a key member of our finance team, you will be responsible for supporting the processing of payroll and statement reconciliations.About the OpportunityContribute to the success of our finance function by providing administrative support.Work closely with our...