Senior Financial Services Coordinator
2 days ago
We are seeking a highly skilled Senior Financial Services Coordinator to join our team at IDEX Consulting in Manchester. As a key member of our financial advisory business, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.
Key Responsibilities- Providing technical support to financial planners, including research and administration tasks.
- Producing detailed client suitability reports and presentations that meet compliance standards.
- Assisting in managing client relationships, making calls, and recording evidence.
- Maintaining accurate records and liaising with advisers on case updates.
- Prioritizing workload to meet deadlines and taking on occasional project work.
- Excellent knowledge of financial services areas (investment, pensions, protection) and strong compliance skills.
- Excellent communication and interpersonal skills for effective collaboration.
- A good understanding of the financial planning process and familiarity with the financial services industry.
- Strong report writing skills and high technical knowledge.
- Good IT skills and ability to plan and prioritize own workload.
Estimated salary: £42,500 - £62,000 per annum.
-
Senior Financial Leader
3 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeJob DetailsAbout the RoleHays Senior Finance is seeking a highly skilled Senior Financial Leader to join their team in Greater Manchester, England. As a Financial Controller, you will be responsible for developing financial processes to mitigate risks and maximise operational efficiency.Your Key ResponsibilitiesLeading on internal audit and financial...
-
Senior Financial Services Project Coordinator
4 weeks ago
Manchester, United Kingdom LG select Ltd Full timeJob OpportunityLG select Ltd is seeking a highly skilled Senior Financial Services Project Coordinator to join their team in the UK.The ideal candidate will have a strong background in Financial Services and excellent reporting and communication skills, with the ability to manage all aspects of the bid process effectively.The role requires collaboration with...
-
Financial Services Specialist
2 weeks ago
Manchester, United Kingdom Bibby Financial Services Ltd Full timeOverviewBibby Financial Services is a leading provider of financial solutions to small and medium-sized enterprises. We have been supporting businesses for over 30 years and currently work with more than 9000 clients worldwide.
-
Senior Financial Business Partner
2 days ago
Manchester, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a Senior Financial Business Partner to join our team at Hays Senior Finance. As a key member of the finance department, you will provide financial leadership and expertise to drive business growth and success.Key responsibilities will include providing financial analysis and insights to inform business decisions, developing and...
-
Senior Accountant
1 day ago
Manchester, United Kingdom Hays Senior Finance Full time**Job Description**This Senior Accountant role offers an exciting opportunity to join a rapidly growing Financial Services Group in Manchester. As a senior financial professional, you will be responsible for leading a small team of staff and overseeing all aspects of day to day finance.You will need to have experience of preparing Management Accounts, KPIs...
-
Senior Financial Analyst
2 weeks ago
Manchester, United Kingdom Network Plus Services Limited Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Network Plus Services Limited. As a key member of our Operational leads, you will be responsible for defining project scope and developing appropriate budgets for capital expenditure on new projects.The ideal candidate will have a strong background in financial...
-
Senior Financial Operations Coordinator
4 weeks ago
Manchester, United Kingdom Stirling Warrington Full timeJob OverviewWe are seeking a Senior Financial Operations Coordinator for a 6-month contract at Stirling Warrington. This role is ideal for those with experience in the construction sector.
-
Financial Services Coordinator
2 days ago
Manchester, United Kingdom AJ Bell Management Limited Full timeJob Title: Financial Services Coordinator As a skilled Financial Services Coordinator, you will play a crucial role in our Operations Department, responsible for ensuring the seamless execution of trades, maintaining system integrity, and delivering exceptional customer service.About the Position:Verify executed trades for accuracy and completeness.Process...
-
Financial Services Coordinator
3 weeks ago
Manchester, United Kingdom Wythenshawe Community Housing Group Full timeJob Title: Financial Services CoordinatorWe are seeking a highly skilled Financial Services Coordinator to join our team at Wythenshawe Community Housing Group.About the RoleThis is an exciting opportunity for an experienced professional to provide administrative support to our finance team, ensuring the timely processing of invoices and payments to...
-
Financial Services Operations Coordinator
3 weeks ago
Manchester, United Kingdom Arrow Global Group Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Services Operations Coordinator to join our team at Arrow Global Group in Manchester.This is an exciting opportunity for someone with strong administrative skills to gain hands-on experience and work closely with senior members across the fund team as well as the wider business.In...
-
Senior Financial Manager for Manchester SME
4 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeYour new role as Senior Financial Manager in a rapidly growing Financial Services Group will be to lead the finance team and manage all aspects of day-to-day finance, including Management Accounts, KPIs, and variance analysis.Main Responsibilities:Reporting to the Financial DirectorLeading a small team of staffPreparation of Management Accounts, KPIs, and...
-
Treasury Financial Services Coordinator
4 weeks ago
Manchester, United Kingdom Isio Full timeRole OverviewThis exciting opportunity has arisen for a Treasury Financial Services Coordinator to join our dynamic team at Isio. Based in either our Croydon or Manchester city centre offices with a hybrid workstyle, you will be responsible for supporting the Senior Treasurer by processing payments, updating cashbook records, producing summary financial...
-
Manchester, United Kingdom Medlock Partners Ltd Full timeAbout Our FirmMedlock Partners Ltd is a highly progressive and buoyant firm of Independent Financial Planners dedicated to providing exceptional financial services to clients. As we continue to grow and expand our team, an outstanding opportunity has arisen for an experienced Administrative Coordinator for Financial Services to join our organization.Key...
-
Manchester, United Kingdom Bibby Financial Services Full timeAccount Executive - Hybird Remote (Manchester 3 days a week) Bibby Financial Services have an exciting opportunity available for an Account Executive to join our team.This role is on a full time, permanent basis in our Manchester office (hybrid) .In return, you will receive a competitive salary of £23,660 per annum.We've supported small and medium-sized...
-
Financial Coordinator
2 weeks ago
Manchester, United Kingdom CV Library Full timeJob Overview:We are seeking a detail-oriented Project Finance Coordinator to support our client's growing portfolio of construction and facilities management projects, based in Manchester City Centre.Key Responsibilities:Assist in the creation, monitoring, and control of project budgets, ensuring costs are tracked accurately throughout the project...
-
Financial Coordinator
1 week ago
Manchester, United Kingdom Oculus Legal Group Full timeJob Description Salary up to £30,000 Hybrid working Extensive Benefits We're working alongside a specialist Court of Protection law firm, looking for a Financial Coordinator to join the team based in the Salford area.Offering hybrid working, this role will be joining a small team of highly skilled professionals, looking after client's property and financial...
-
Senior Financial Services Coordinator
4 weeks ago
Manchester, United Kingdom Medlock Partners Full timeCompany OverviewMedlock Partners is a professional services recruitment specialist operating in the Northwest of England. We pride ourselves on being an equal opportunities employer, welcoming applications from diverse backgrounds and candidates with disabilities.Salary and BenefitsThe salary for this role is up to £38,000, depending on experience. In...
-
Financial Services Governance Coordinator
4 weeks ago
Manchester, United Kingdom BNY Mellon Full timeJob OverviewBNY Mellon is a leading global financial services company that touches nearly 20% of the world's investible assets. We are seeking a highly skilled individual to join our Enterprise Resiliency and Sourcing Office team as a Financial Services Governance Coordinator.In this role, you will play a critical part in ensuring the smooth and efficient...
-
Financial Services Coordinator
2 days ago
Manchester, United Kingdom Get Recruited (UK) Ltd Full timeJob DescriptionWe are looking for a talented Financial Services Coordinator to join our Manchester-based team. As a key member of our team, you will be responsible for providing administrative support and ensuring the smooth operation of our sales team.Key responsibilities include:Assisting with customer queries and resolving issues efficientlyProviding...
-
Financial Services Communications Coordinator
6 months ago
Manchester, United Kingdom N Brown Full time**Job details**: - Discipline Financial Services & Customer Operations - Reference013662 **N Brown - who we are and why work for us?** At N Brown, we’re committed to building a diverse workforce and creating an inclusive environment that values equality for all. Our vision is that by ‘championing inclusion, we’ll become the most loved and trusted...