Financial Services Coordinator
2 days ago
We are seeking an experienced Financial Services administrator to join our team in Swindon. As a Wealth Management Administrator, you will work alongside our Advisers and wider Wealth Management Team, supporting with all technical administration and client management queries.
Key Responsibilities:- Act as a point of contact for client enquiries, answering questions and finding relevant information.
- Liaise with third party providers to process business applications, answer queries, and raise any issues.
- Complete fund transfers & switches, complete ID & AML forms, process payments, drawdowns and withdrawals.
- Process a range of pension, CGT, lifetime allowance and investment calculations.
- Develop your knowledge across pension, investment, tax, trust and estate planning areas.
- Assist Advisers with meeting preparation and the completion of meeting support packs.
- Assist with the production of suitability letters and other client correspondence.
- Update all systems with client information and workflow.
- Support new / junior members of the team, working in a team environment and supportive work culture.
This is an excellent opportunity for someone who enjoys working in a busy team-oriented financial services practice covering a range of client and adviser support work. We are looking for an industry-experienced individual with excellent communication and organisational skills.
The company offers an excellent package and hybrid working options.
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Financial Operations Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
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Financial Services Coordinator
1 week ago
Swindon, Swindon, United Kingdom Oval Recruit Full timeJob Title: Wealth Management AdministratorWe are seeking an experienced Financial Services administrator to join our team in Swindon. As a Wealth Management Administrator, you will play a crucial role in supporting our Advisers and Wealth Management Team with technical administration and client management queries.Key Responsibilities:Act as a point of...
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Mortgage Operations Coordinator
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Swindon, Swindon, United Kingdom Page Personnel Finance Full timeAbout Page Personnel FinanceWe are seeking a diligent and detail-oriented Credit Controller to join our vibrant Business Services team in Swindon. As a key member of our team, you will be responsible for managing finance responsibilities, maintaining positive relationships with clients, and ensuring accurate client account records.Key ResponsibilitiesManage...
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Financial Operations Coordinator
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Swindon, Swindon, United Kingdom Dick Lovett Full timeWe are seeking a highly skilled Financial Operations Coordinator to join our team at Dick Lovett. As a key member of our finance department, you will play a critical role in supporting our Employee Management System, including system development and reporting.**Key Responsibilities:**System Support: Provide technical assistance and support for our Employee...
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Financial Operations Coordinator
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Swindon, Swindon, United Kingdom Dick Lovett Full timeJob SummaryWe are seeking a highly skilled and organized Financial Operations Coordinator to join our team at Dick Lovett. As a key member of our finance department, you will be responsible for providing system support for our Employee Management System, including system development and maintenance.Key ResponsibilitiesSystem Support: Offer technical...
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Financial Operations Coordinator
3 weeks ago
Swindon, Swindon, United Kingdom Dick Lovett Full timeJob SummaryWe are seeking a highly skilled and organized Financial Operations Coordinator to join our team at Dick Lovett. As a key member of our finance department, you will be responsible for providing system support for our Employee Management System, including system development and maintenance.Key ResponsibilitiesSystem Support: Offer technical...
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Financial Administrator
2 weeks ago
Swindon, Swindon, United Kingdom Reed Full timeFinancial Operations CoordinatorWe are seeking an experienced Financial Operations Coordinator to join our team at Reed. As a key member of our finance team, you will provide financial support services to our organization, ensuring compliance with our policies and delivering operational excellence.Main Responsibilities:Process purchase orders and invoices,...