Financial Services Operations Coordinator

1 month ago


Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time

An exciting opportunity exists for an experienced Administrator to join our Client, a renowned and award-winning firm of Chartered Wealth Planners, as they embark on significant growth plans.

Based in modern and state-of-the-art offices located just outside of Wilmslow, this role offers the chance to provide vital support to a team of Technical Paraplanners and Financial Consultants.

The successful candidate will have the opportunity to work in a dynamic environment, contributing to the success of a leading financial services organization.

This position requires a highly organized and efficient individual who can effectively manage multiple tasks and priorities.

A competitive salary of £25,000 - £30,000 per annum, plus benefits, is available to the successful candidate.

Key Responsibilities:

  • To provide administrative support to the Technical Paraplanners and Financial Consultants
  • To assist with the preparation of client reports and presentations
  • To maintain accurate records and databases
  • To coordinate travel arrangements and meetings

Required Skills and Qualifications:

  • Degree in Business Administration or related field
  • Minimum 2 years' experience in a similar role
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits:

  • Competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

About Us:

NJR Recruitment is a leading recruitment agency specializing in financial services placements. We pride ourselves on delivering exceptional results and providing personalized service to our clients and candidates.



  • Wilmslow, Cheshire East, United Kingdom 2M Employment Solutions Limited Full time

    Job Title: Financial Operations CoordinatorLocation: Remote or WilmslowOur company, 2M Employment Solutions Limited, is seeking a highly organized and detail-oriented Financial Operations Coordinator to join our Credit Control team. As a key member of our team, you will be responsible for providing administrative support and ensuring the smooth operation of...


  • Wilmslow, Cheshire East, United Kingdom Sosandar Full time

    Role OverviewWe are Sosandar, a leading online fashion brand based in the UK. Our dynamic team is seeking an experienced Financial Operations Coordinator to join our growing organization.This is a fantastic opportunity for someone with strong attention to detail and excellent problem-solving skills to take on a key role in our finance department.About...


  • Wilmslow, Cheshire East, United Kingdom 2M Employment Solutions Limited Full time

    **Job Title:** Financial Operations CoordinatorLocation: Remote/Wilmslow, UKEstimated Salary: £25,000 - £30,000 per annum**Job Description**We are seeking an experienced Credit Control Admin Assistant to join our team in Wilmslow. As a key member of the Credit Control team, you will be responsible for providing administrative support to the Group Credit...


  • Wilmslow, Cheshire East, United Kingdom Citation Ltd Full time

    Exciting Opportunity for a Financial Transaction CoordinatorCitation Ltd, a leading provider of Health and Safety, HR, Employment Law and ISO Services, is seeking an experienced Financial Transaction Coordinator to join our busy Credit Control team at our Head Office.The role involves providing administrative support to the Credit Control team, including...

  • Senior Accountant

    6 days ago


    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    About the Company:Equilibrium Financial Planning is a leading provider of financial planning services, dedicated to making people's lives better. Our team is passionate about delivering high-quality financial solutions to our clients.About the Role:We are seeking an experienced Finance Manager to join our team. As a key member of the team, you will be...


  • Wilmslow, Cheshire East, United Kingdom London Bridge Hospital Full time

    Operating Department CoordinatorWe are seeking an experienced Operating Department Coordinator to join our theatre team at The Wilmslow Hospital.This role offers variety in your day and exposure to a range of different patient cases, working closely with experienced nurses and consultants.You will be responsible for supporting with the assessment, planning...


  • Wilmslow, Cheshire East, United Kingdom Randstad Employment Bureau Full time

    Job Title: Contracting Operations CoordinatorWe are seeking an organised and enthusiastic individual to join our contracting team as a Contracting Operations Coordinator in our Wilmslow office. Based on current market rates for this role, we can offer an estimated salary of £23,000 - £28,000 per annum.Company Overview:Pareto is the UK's leading specialists...


  • Wilmslow, Cheshire East, United Kingdom NEXT Full time

    Job Description:We are looking for a skilled and efficient Stockroom Operations Coordinator to join our team. As a key member of our stock team, you will be responsible for processing stock, maintaining accurate inventory records, and supporting the sales floor team.Key Responsibilities:Process stock quickly and accurately to meet customer demandMaintain...


  • Wilmslow, Cheshire East, United Kingdom Otto James Consulting Limited Full time

    We are seeking a highly skilled Chief Financial Operations Manager to join our team at Otto James Consulting Limited in Cheshire. This is an exciting opportunity for an experienced financial professional to lead and manage finance and operations teams.Key Responsibilities:Financial Planning and Analysis: Develop and manage comprehensive financial plans,...


  • Wilmslow, Cheshire East, United Kingdom Hays Careers Full time

    Job Title: Financial Controller AssistantHays Careers seeks a talented Financial Controller Assistant to support their financial operations team.Job Description:This role involves assisting the financial controller in managing the company's finances, including preparing reports, reconciliations, and analysis. You will also be responsible for coordinating the...


  • Wilmslow, Cheshire East, United Kingdom Randstad Internal Resourcer Full time

    About This OpportunityAs an Administrative Assistant at Randstad Internal Resourcer, you will play a vital role in supporting our contracting business in Wilmslow. This is an excellent chance to develop your skills and experience in a dynamic and fast-paced environment.Your Key Duties• Provide exceptional administrative support to our contracting...


  • Wilmslow, Cheshire East, United Kingdom HCA Healthcare UK Full time

    We are seeking a highly skilled Administrative Service Coordinator to join our teams across Manchester and Cheshire facilities on a bank basis.As an Administrative Service Coordinator, you will play a vital role in delivering a high-quality service to our patients. Your duties will include providing administrative services, maintaining accurate information,...


  • Wilmslow, Cheshire East, United Kingdom Citation Ltd Full time

    Role OverviewIn this exciting opportunity, you will be working with Citation Ltd as a Credit Control Admin Assistant. Our company is one of the UK's leading providers of Health and Safety, HR, Employment Law, and ISO services to businesses.


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Paraplanner Job DescriptionBond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Paraplanner to join their team on behalf of a prominent IFA practice in Cheshire.The role involves providing administrative support to Financial Planners and other staff members when advising clients on their financial strategies and plans. The...


  • Wilmslow, Cheshire East, United Kingdom HCA Healthcare UK Full time

    Job Summary:The Administrative Services Coordinator role is an exciting opportunity to join our dynamic team in Cheshire, UK. As an experienced coordinator, you will provide vital administrative support to consultants and other parties, ensuring seamless patient pathways and facilitating effective communication.Key Accountabilities:Coordinate and maintain...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job OverviewBond Rec is seeking a highly skilled and experienced Paraplanner to join our team. As an Experienced Paraplanning Professional, you will play a vital role in supporting Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have a broad knowledge and enthusiasm for the...


  • Wilmslow, Cheshire East, United Kingdom Association of International Certified Professional Accountants Full time

    About This RoleWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our finance department as an Assistant Management Accountant. In this role, you will be responsible for supporting the management accounts team in various tasks such as budgeting, forecasting, and year-end processes.You will work closely with the...


  • Wilmslow, Cheshire East, United Kingdom Royal London Full time

    Job Title: Senior Project Manager - Financial OperationsContract Type: PermanentLocation: Hybrid 50% home/office basedAs a Senior Project Manager - Financial Operations, you will play a critical role in delivering change to our accounting and actuarial systems to support the achievement of our Group strategy.You will have overall responsibility for planning...


  • Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

    We are seeking a Taxation Specialist to join our innovative and well-established Accountancy Practice at McGregor Recruitment.Job DescriptionThis is an exciting opportunity for a highly skilled and experienced Financial Services Expert to contribute to the success of our team. The ideal candidate will have a passion for Accounting and experience working...


  • Wilmslow, Cheshire East, United Kingdom Association of International Certified Professional Accountants Full time

    About This RoleWe are seeking a highly skilled Financial Services Specialist to join our team as an Assistant Management Accountant. As a key member of our finance department, you will be responsible for supporting the management accounts team in various tasks such as budgeting, forecasting, and year-end processes.You will work closely with the Finance...