Financial Services Coordinator

4 weeks ago


Croydon, Greater London, United Kingdom Blakemore Recruitment Full time

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Blakemore Recruitment. The successful candidate will provide administrative support to our Financial Advisers, ensuring that client documentation and requests are accurately processed and completed within the required time scales.

Key Responsibilities:

  • Support two advisers with preparing reviews and annual valuations using our back office system.
  • Prepare reports to clients following the review process.
  • Assist with processing new investments and pension plans.
  • Provide research assistance to advisers using our systems.
  • Help prepare suitability reports on new advice provided.

Requirements:

  • Experience working in a similar role.
  • Knowledge of compliance guidelines.
  • Excellent communication and organizational skills.


  • Croydon, Greater London, United Kingdom Hcml Today Full time

    About the RoleThe Financial Services Coordinator will provide administrative support to the Finance Manager and their team. This includes maintaining the Accounts Payable mailbox, answering invoice queries, and reconciling supplier statements.Responsibilities:Maintaining the Accounts Payable mailbox.Answering invoice queries from suppliers.Reconciling...


  • Croydon, Greater London, United Kingdom ProTalent Limited Full time

    ProTalent Limited is seeking a skilled Payroll Administrator to join their accomplished team in Weybridge. The ideal candidate will have experience in payroll administration, preferably within an accountancy practice, and a strong understanding of payroll legislation.Client Engagement: Collaborate with a range of payroll sector clients, ensuring accurate and...


  • Croydon, Greater London, United Kingdom Blakemore Recruitment Full time

    We are currently working with a Wealth Management firm who are looking to recruit an IFA Administrator in their office. They are looking for someone who has experience working in a similar role.PurposeTo provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the...


  • Croydon, Greater London, United Kingdom PRS Full time

    PRS seeks a skilled Building Services Maintenance Coordinator to oversee the planned preventative maintenance schedule and assist in forward planning of property maintenance.The ideal candidate will have technical qualifications in electrical or mechanical disciplines and previous management experience.This is a part-time role working three days a week with...


  • Croydon, Greater London, United Kingdom Mears Group Full time

    Job Title: Service Delivery CoordinatorAbout the Role:We are seeking an experienced Service Delivery Coordinator to join our team in Croydon. As a key member of our operations team, you will be responsible for scheduling and coordinating the delivery of services across various locations.Schedule work orders through in-house appointment systemsPrevious...


  • Croydon, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Job Opportunity:We are currently seeking an Account Services Coordinator to join our team in Croydon. As an Account Services Coordinator, you will be responsible for providing administrative support to our clients, including managing policies, processing claims, and handling customer inquiries.The successful candidate will have a minimum of 2 years'...


  • Croydon, Greater London, United Kingdom Select Appointments Full time

    Are you a Part-Qualified Accountant looking for a challenging role in a high-growth financial services company? Our client is seeking an experienced professional to join their team and contribute to the success of their complex and specialty insurance businesses.Key Responsibilities:Financial reporting and analysisFinancial processing and managementInsurance...


  • Croydon, Greater London, United Kingdom Hydro Cleansing Full time

    Job SummaryHydro Cleansing Limited is a leading provider of environmental services to clients across the UK. We are seeking an experienced Operations Coordinator to play a key role in our team, ensuring the smooth delivery of high-quality services to our clients.Key ResponsibilitiesCoordinate the allocation of projects to engineers, drivers, and other team...


  • Croydon, Greater London, United Kingdom London Borough of Croydon Full time

    Are you a skilled professional seeking a challenging role in service coordination? As a Senior Service Coordinator, you will play a vital part in supporting the implementation of best practices and service standards for our Young People Service 16+. This position offers an exciting opportunity to build effective working relationships with practitioners,...


  • Croydon, Greater London, United Kingdom Cathay Investments Full time

    At Cathay Investments, we are seeking a highly skilled Finance Assistant to join our central accounts team. As a Finance Assistant, you will be responsible for managing accounts payable and purchase ledger, as well as bank account management and reconciliation tasks across our group companies.The ideal candidate will have experience in Sage 50 or Sage 200...


  • Croydon, Greater London, United Kingdom CENTRONIC LIMITED Full time

    Centronic Limited is a well-established manufacturing engineering company with a strong presence in high-reliability sectors. We cater to diverse customer needs across various applications, both locally and internationally.We are seeking an experienced Credit Controller to join our Finance team based in Croydon. As a key member of the team, you will be...


  • Croydon, Greater London, United Kingdom Better Place Australia Full time

    Better Place Australia is a creative and thriving community-focused organisation offering high-quality services to diverse groups across Victoria. In this role as Administrative Coordinator - Community Services, you will be based at our Croydon Office and required to travel to and work from multiple office locations regularly. Flexibility to adapt to...


  • Croydon, Greater London, United Kingdom Calco Services Limited Full time

    About the RoleWe are seeking a Senior Project Coordinator with experience in the Civils sector to join our team at Calco Services Limited.The successful candidate will be responsible for constructing a Construction Programme from a Tender Programme and building relationships with Internal and External Stakeholders.Key Responsibilities:Coordinate project...


  • Croydon, Greater London, United Kingdom Select Appointments Full time

    Our company, Select Appointments, is seeking two highly motivated individuals to fill entry-level positions in the financial services sector.The successful candidates will join a dynamic and established team within our organization, where they can develop their skills and knowledge in commercial services and operations. As we continue to grow and expand our...


  • Croydon, Greater London, United Kingdom Pro Talent Full time

    At Pro Talent, we are seeking a qualified Accountant to fill the role of Financial Services Accountant Manager in our Croydon office.We offer a competitive salary and benefits package, with an estimated annual salary of around £**55,000**. This position is ideal for individuals who have gained experience as an Accounts or Audit & Accounts Senior and are...


  • Croydon, Greater London, United Kingdom Orbit Services 2000 Ltd Full time

    About Orbit Services 2000 LtdOrbit Services 2000 Ltd is a leading provider of customer service solutions, dedicated to helping individuals achieve financial health. Our team of experts works tirelessly to resolve customer accounts and provide personalized support.Job Summary:We are seeking a highly skilled Customer Service Specialist to join our team as a...


  • Croydon, Greater London, United Kingdom Hydro Cleansing Full time

    Job SummaryHydro Cleansing Limited is a leading provider of environmental services to clients across the UK. We are seeking an experienced Operations Management Specialist to join our team and contribute to the delivery of high-quality services to our clients.Key ResponsibilitiesAllocate projects to engineers, drivers, and other team members based on their...


  • Croydon, Greater London, United Kingdom Your Croydon Full time

    Job OpportunityWe are seeking a skilled Disability Services Manager to join our team at Croydon Council. As a Service Coordinator, you will provide high-quality service support, ensuring the implementation of best practice and service standards.About the RoleYou will build effective working relationships and support collaborative ways of working with...

  • Logistics Coordinator

    2 weeks ago


    Croydon, Greater London, United Kingdom GSF Car Parts Full time

    About The RoleAs a Van Controller within GSF Car Parts, you will play a pivotal part in upholding our sales commitment by coordinating delivery runs and ensuring delivery drivers consistently deliver exceptional customer service.Main Responsibilities Include:Managing the driver team to ensure seamless delivery operationsCoordinating delivery runs and orders...


  • Croydon, Greater London, United Kingdom Hydro Cleansing Full time

    Introduction to Hydro Cleansing LtdHydro Cleansing is seeking a highly organized and detail-oriented individual to join its finance department as a financial administrator.The successful candidate will be responsible for processing purchase ledger invoices, sales ledger invoices, and cash transactions, as well as handling queries and filing documents.Key...