Financial Services Coordinator
3 weeks ago
NJR Recruitment is seeking an experienced administrator to join the team of a well-established firm of independent financial planners. This role offers a relaxed office environment, excellent bonus package, enhanced non-contributory pension, exam support, progression opportunities, and 21 days holiday plus bank holidays increasing in time to 25 days.
Key Responsibilities:- Liaising with clients, providers, and other third parties is essential for this role.
- General office administration duties include dealing with incoming and outgoing post.
- The successful candidate will be responsible for processing new applications and sending LOA information requests.
- They will also prepare meeting packs and obtain valuations and illustrations as required.
- Previous experience working in a similar role within financial services is necessary.
- Experience in submitting new business/applications on provider sites is highly valued.
- Excellent communication skills and a good telephone manner are also essential.
- A friendly and personable approach is required.
- Strong computer skills and familiarity with Intelligent Office would be beneficial.
The estimated salary for this role is £27,500, based on the job title, description, and location.
-
Financial Services Coordinator
3 weeks ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob OverviewWe are seeking a highly skilled Financial Services Administrator to join our team at Pyramid8 in Castleford. As a key member of our administration department, you will play a vital role in supporting our financial planners and delivering exceptional client service.The ideal candidate will have a proven track record of working within financial...
-
Financial Services Administrator Specialist
3 weeks ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob TitleFinancial Services Administrator SpecialistAbout the RoleWe are seeking a skilled and experienced Financial Services Administrator Specialist to join our team at Pyramid8. As a key member of our administration department, you will provide high-quality support to our financial planners, ensuring seamless delivery of services to our clients.Key...
-
Pension Services Coordinator
5 days ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeKey ResponsibilitiesSupporting Financial Advisors with administrative tasks such as processing new business for life, pensions, investments, group pension & group protection schemes.Reviewing, processing, and administering client enquiries for personal and commercial clients, including coordinating Annual Review Meetings and preparing reports for Financial...
-
Financial Transactions Coordinator
3 weeks ago
Castleford, Wakefield, United Kingdom Hybrid Recruit Full timeCompany Overview:Hybrid Recruit is a leading recruitment agency that provides exceptional talent solutions to various industries.We are currently seeking an experienced Financial Transactions Coordinator to join our team based in Castleford. The successful candidate will be responsible for reducing the debt owed to our clients through customer contact,...
-
Business Support Officer for Financial Services
3 weeks ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeAbout the OpportunityJoin Pyramid8 as a Business Support Officer for Financial Services and become an integral part of our administration team. This exciting role offers the chance to work closely with our financial planners, supporting them in delivering exceptional service to our clients.ResponsibilitiesAssist the financial advisors in their daily...
-
Chartered Accountant
3 weeks ago
Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full timeA high level of motivation and initiative is required for the Financial Reporting Specialist - Newly Qualified position at Pratap Partnership Ltd in Castleford. This role offers a unique opportunity to develop professional skills in a rapidly growing company with a turnover of £300 million.The successful candidate will contribute to the preparation of...
-
Service Delivery Coordinator
2 weeks ago
Castleford, Wakefield, United Kingdom beBee Professionals Full time £22,000 - £28,000Job Description:BeBee Professionals is seeking a Service Delivery Coordinator to join our team in Castleford. This role involves coordinating customer service activities and ensuring that customer needs are met.Key Responsibilities:Coordinate customer service activities.Provide product information and resolve customer issues.Process orders and manage...
-
Nutrition Services Coordinator
3 weeks ago
Castleford, Wakefield, United Kingdom Exemplar Health Care Full time £12Nutrition Services Coordinator JobExemplar Health Care is seeking an experienced Nutrition Services Coordinator to join our team at Wheldale Heights care home in Castleford.This is a fantastic opportunity to make a real difference in the lives of our residents by providing them with healthy and nutritious meals.We are looking for someone who has excellent...
-
Healthcare Services Coordinator
3 weeks ago
Castleford, Wakefield, United Kingdom Digitaltidewave Full time**Job Description:** Healthcare Services CoordinatorJob Summary: As a Healthcare Services Coordinator at Digitaltidewave, you will play a vital role in supporting our clinical teams to deliver high-quality patient care.Key Responsibilities:Undertake health checks for patients with long-term conditions, including diabetes, hypertension, and cardiovascular...
-
Financial Services Support Specialist
6 days ago
Castleford, Wakefield, United Kingdom Austin Fraser Full timeAustin Fraser is currently recruiting for a Financial Services Support Specialist to join their team in Castleford. The ideal candidate will have a proven track record of working within financial services, with experience in pensions, investments, or Life Assurance.Job Summary:Support the Financial Advisors with administration dutiesNew Business Processing:...
-
Administrative Assistant
3 weeks ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeAbout the JobWe are currently recruiting for an Administrative Assistant - Financial Planning position at Pyramid8. As an Administrative Assistant, you will play a vital role in supporting our financial planning team, ensuring efficient delivery of services to our clients.Duties and ResponsibilitiesSupport the financial planners in their daily activities,...
-
Castleford, Wakefield, United Kingdom Pyramid8 Full timeRole SummaryWe are seeking an Administrator to join our Financial Services team, supporting the delivery of high-quality advice and service to our clients. The ideal candidate will have a strong background in administration, with experience in pension and investment schemes, and excellent communication skills.Key ResponsibilitiesSupporting the Financial...
-
Support Services Coordinator
3 months ago
Castleford, Wakefield, United Kingdom beBee Professionals Full time £20,000 - £25,000We are seeking a Support Services Coordinator to join our team at beBee Professionals in Castleford.Job Summary:The ideal candidate will have experience in supporting individuals with disabilities and be able to implement care plans and monitor progress.Key Responsibilities:Provide support in daily living activities and encourage independence.Facilitate...
-
Financial Reporting Specialist
6 days ago
Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full timeAbout Pratap Partnership LtdPratap Partnership Ltd is a leading firm recruiting a skilled Financial Accountant to drive business success. This exciting opportunity allows talented professionals to further their career in financial accounting.Job SummaryWe are seeking an accomplished Financial Accountant to contribute to our team's success by preparing...
-
Financial Accountant
2 weeks ago
Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full timePratap Partnership Ltd is a rapidly growing company seeking a Financial Accountant to join their team. This role offers an excellent opportunity for a motivated individual looking to further their career in financial accounting.We are looking for someone who is part-qualified or newly qualified in ACCA or ACA with a financial accounting background and...
-
Financial Accountant Specialist
2 weeks ago
Castleford, Wakefield, United Kingdom Pratap Partnership Full timePratap Partnership, a rapidly growing PE-backed company in the UK, is seeking a highly motivated Financial Accountant. This role offers an excellent opportunity for career advancement in financial accounting within a dynamic and high-growth environment.The successful candidate will be part-qualified or newly qualified in ACCA or ACA with a strong background...
-
Financial Accountant Professional
1 week ago
Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full timeJob Description:We are seeking a skilled Financial Accountant to join our team at Pratap Partnership Ltd. As a Financial Accountant, you will play a crucial role in providing support with statutory consolidation of subsidiaries results, assisting in the preparation of consolidated group accounts under IFRS, and supporting statutory audits by coordinating...
-
Financial Accountant Expert
3 weeks ago
Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Accountant to join our team at Pratap Partnership Ltd. This role offers a unique opportunity for a motivated individual to further their career in financial accounting.About the RoleThe successful candidate will be responsible for providing support with statutory consolidation of subsidiaries results,...
-
Support Services Coordinator
3 weeks ago
Castleford, Wakefield, United Kingdom Lifeways Full time**Job Overview:** As a Support Services Coordinator, you will play a vital role in supporting our service users to achieve their goals and aspirations.You will work closely with our team to provide direct support, leisure activities, and daily living assistance, ensuring that each individual receives high-quality care and support.**Key...
-
Castleford, Wakefield, United Kingdom Tilbury Douglas Full timeKey ResponsibilitiesThe Electrical Services Project Coordination Specialist will be responsible for managing our electrical services projects from initiation to completion. The successful candidate will have a strong understanding of electrical engineering principles, excellent project coordination skills, and the ability to work effectively in a fast-paced...