Financial Services Coordinator

Job Title: Financial Services CoordinatorWe are seeking a detail-oriented individual to join our Treasury team in Wales.Prepare payment runs for Wales & West Housing Group, gathering necessary information from Financial Controllers.Verify payment requests against company policies and expectations.Collaborate with Finance Team Leader and other Finance...

The role of a Senior Financial Services Coordinator at Templegate Recruitment Limited is to provide high-level administrative support to financial advisers. With a strong background in pensions and investments, this detail-oriented professional will be responsible for maintaining up-to-date client records within Intelligent Office (IO) and processing new...

Career Opportunities at Interbridge Mortgages LimitedWe are currently recruiting for a Customer Operations Executive to join our team. This role is ideal for individuals who want to work in a dynamic and fast-paced environment, where they can make a real difference in the lives of our customers.About the Role:This is a full-time position that involves being...

Key ResponsibilitiesProvide strategic financial leadership and stewardship to the university.Lead the strategic management of our financial services, ensuring excellence in service delivery is at the heart of our institutional success.Drive initiatives that set the university on a sound financial foundation for the future and enhance our financial capacity...

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

About SamedaybagsWe produce custom merchandise for prominent brands such as Virgin Media, Disney, Vodafone, Fulfill, Fender, Adidas and Amazon. Our team designs and manufactures branded products for educational institutions, universities and businesses.We require someone who can work independently, has a high level of attention to detail and meets regular...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

Job OverviewWe are seeking an experienced Financial Operations Coordinator to join our growing Finance Team at H9 Technical Recruitment Ltd. This permanent opportunity offers excellent benefits and a competitive salary.

**Company Overview** At Admiral Group Plc, we're passionate about delivering exceptional client service and building long-lasting relationships with our clients. Our team of experts is dedicated to providing expert support and guidance throughout the claims handling process. We're seeking a highly skilled Client Service Coordinator to join our team! In...

Job DetailsChamberlains Security invites applications for the position of Office and Financial Coordinator. This part-time role involves managing various financial tasks, including payroll, invoicing, and accounts management.Key Responsibilities:Manage Sage Accounts: Sales and Purchase Ledgers, Journals, VAT Returns, Petty Cash Reconciliation, and Monthly...

Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.In this position, you will be responsible for onboarding new clients, sending...

Finlink Ltd is a rapidly growing IFA Network, backed by institutions and boasting a diverse, experienced team. We are looking for a talented individual to fill the role of Agency Coordinator, supporting new member onboarding and client novation processes.In this position, you will work closely with product providers to understand their requirements, action...

About Us">We are a robust and diverse group, with over 20 years of experience in the financial services industry.">The Job">As an Agency Coordinator, you will be responsible for supporting new member onboarding for internal and FCA purposes.">You will deal with client novation with product providers, communicating their requirements and ensuring all relevant...

About the Role:We are seeking a skilled IFA Administrator to join our team in Cardiff. As an IFA Administrator, you will provide critical support to our Financial Advisers, ensuring exceptional service quality.Key responsibilities include processing new business cases from initial client contact through to onboarding, handling client and provider...

A Service Coordinator is required to work in our offices in Holywell. This is a great opportunity for someone with previous experience in a similar role to take their career to the next level.About the JobAnnual salary: £25,000 - £26,000The successful candidate will be responsible for coordinating and scheduling order books for scheduled engineer service...

Imperial Services is seeking an experienced Financial Management Team Lead to join our team. As a key member of our leadership team, you will be responsible for overseeing the financial management of our coffee shop operations.Key Responsibilities:Manage all aspects of coffee shop finances, including budgeting, forecasting, and financial reporting.Develop...

We are seeking a Senior Financial Advisor to join our team at Venn Group, supporting a local authority in South Wales. This is an exciting opportunity for a skilled accountant to take on a leadership role in coordinating budget preparation and financial advice.Job Summary:As a Senior Financial Advisor, you will work closely with service managers to provide...

**Job Summary**Austin Fraser is seeking an experienced Adult Services Coordinator to join our team. In this role, you will be responsible for coordinating the delivery of adult social care services.About the RoleYou will be responsible for working closely with our senior management team to develop and implement strategies to improve the quality of care and...

Job Title: Head of Financial ServicesAn exciting opportunity has arisen for a seasoned Head of Financial Services to lead our financial operations in Cardiff. The ideal candidate will have a strong background in finance, with experience in managing financial commissioning and benchmarking functions.About the Role:Lead the financial services function within...

Financial Services ExpertWe are seeking an experienced Financial Services Expert to join our team based in the Cardiff area. This is a fantastic opportunity for individuals to work with high net worth clients and help them achieve their financial goals.This position requires strong communication skills, attention to detail, and ability to negotiate better...