Financial Services Coordinator

1 day ago


Newbury, West Berkshire, United Kingdom kingswood-group Full time

Kingswood Group: A Leader in Wealth Planning

As a global provider of trusted wealth planning and investment management solutions, we pride ourselves on innovation and excellence.

The Opportunity

  • We seek a skilled Client Liaison Administrator to join our team and contribute to our mission.
  • This role involves supporting our advisors and processing sales-related paperwork, utilizing your knowledge of Wealth Management/Planning principles.
  • Our company values diversity and inclusivity, offering employees a range of benefits and career development opportunities.

Remuneration

  • The annual salary for this position is approximately £29,000 - £36,000 based on experience.

Benefits

  • Annual leave (26 days)
  • Cycle to work scheme
  • Life Assurance
  • Private healthcare
  • Enhanced maternity and paternity pay


  • Newbury, West Berkshire, United Kingdom Ultimate Banking Full time

    We are seeking a highly skilled and enthusiastic individual to join our dynamic team as a Financial Services Coordinator at Ultimate Banking.The primary focus of this role is to provide support to our members via multiple channels, including phone, email, online portal, text messaging, and live chat. You will be responsible for handling customer inquiries...


  • Newbury, West Berkshire, United Kingdom Wade Macdonald Full time

    Job Title: Financial Services CoordinatorThis role offers the opportunity to join a supportive organisation where professional development and inclusivity are highly valued. Reporting to the Head of Finance, you will drive the seamless management of financial processes, working closely with the Purchasing Manager. As a key player in the Finance team, you...


  • Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full time

    Job Description: Regional Financial Services ManagerWe are seeking a qualified and experienced Regional Financial Services Manager to join our team at Integris Financial Recruitment Ltd. The ideal candidate will have excellent leadership skills and extensive experience in financial management.Key ResponsibilitiesThe successful candidate will be responsible...


  • Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time

    Job OverviewWe are seeking an experienced Financial Planning Coordinator to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for someone looking to progress their career in the financial sector.


  • Newbury, West Berkshire, United Kingdom Kynetec Full time

    Job OverviewKynetec is a multinational company with entities in over 20 countries, offering a unique opportunity to work in a global finance environment.As a Financial Transactions Coordinator, you will play a crucial role in ensuring the timely and accurate processing of financial transactions, including Accounts Payable invoices, employee expenses, and...


  • Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Senior Financial Director to lead our team in providing strong financial management and control. The successful candidate will be responsible for promoting the Council's Corporate Values, supporting service area projects, and building positive working relationships with Council Members.Promote the Council's Vision,...


  • Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full time

    Job Title: Financial Management ExpertWe are seeking a highly skilled and experienced Financial Management Expert to join our team at Integris Financial Recruitment Ltd. This is an exciting opportunity for a professional with expertise in financial management to lead our accounting services.About the RoleThe successful candidate will be responsible for...


  • Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full time

    Integris Financial Recruitment Ltd is seeking an accomplished Senior Financial Controller to lead our financial management team.Salary: £62,000 per annumJob DescriptionThe ideal candidate will possess excellent leadership and management skills, with a strong background in financial accounting and a commitment to providing high-quality advice to our service...


  • Newbury, West Berkshire, United Kingdom TREVETT PROFESSIONAL SERVICES LTD Full time

    Job OverviewWe are seeking an experienced mechanical estimator to join our building services team.The successful candidate will have a strong background in MEP estimating, bid preparation, and project coordination.The role involves working closely with the project management team to deliver high-volume building services projects.The ideal candidate will have...


  • Newbury, West Berkshire, United Kingdom Cera Care Full time

    We are looking for a Support Services Coordinator to join our team in Newbury and surrounding areas. As a Support Services Coordinator, you will play a key role in coordinating home care services for our clients, ensuring they receive the highest level of care and support.">SalaryThe estimated salary for this role is £18-£22 per hour, depending on...


  • Newbury, West Berkshire, United Kingdom Focus Resourcing Group Full time

    We are excited to announce an opportunity for a Financial Services Specialist to join our prestigious client's outsourcing team in Newbury. As a key member of the team, you will play a vital role in developing and implementing financial services solutions.Salary: £50,000 - £70,000 per annumAbout the Role:Our ideal candidate will have a strong background in...


  • Newbury, West Berkshire, United Kingdom Focus Resourcing Group Full time

    Job Title: Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Focus Resourcing Group. As a newly qualified accountant, you will be responsible for supporting advisory projects across all service lines.The ideal candidate will have good financial modelling and data interpretation skills, as well as a...


  • Newbury, West Berkshire, United Kingdom iPeople Solutions Full time

    Job Title: Children's Service CoordinatoriPeople Solutions is currently recruiting for a Children's Service Coordinator to join our team based in Newbury and surrounding areas.The successful candidate will have significant safeguarding experience and be confident working with children and families subject to a CP plan and during care proceedings.About the...


  • Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000

    **Career Opportunity for Experienced Financial Advisors**Are you a seasoned Financial Advisor seeking a new challenge? Premier Jobs UK Limited is looking for an individual with experience in financial planning to join their team.This role offers a unique opportunity to work from home while enjoying the benefits of a stable company with a strong reputation in...


  • Newbury, West Berkshire, United Kingdom Pro Talent Full time

    Unlock Your Potential as a Financial Services LeaderJoin Pro Talent, a leading provider of accountancy and business advisory services, as a Financial Services Leader. In this exciting role, you'll have the opportunity to drive growth and success in our dynamic team. With offices across the Southeast, we offer a unique blend of global expertise and local...


  • Newbury, West Berkshire, United Kingdom Resourcing Group Full time

    The Resourcing Group is seeking a highly skilled Financial Services Expert to join their team in the South East. This is an exciting opportunity for someone who is looking to progress their career in a dynamic and supportive environment.Job DescriptionIn this role, you will be responsible for providing financial expertise to a wide range of clients. You will...


  • Newbury, West Berkshire, United Kingdom Premier Jobs UK Full time

    Job Description:A unique opportunity for a Financial Services Expert to join a highly respected IFA firm based from home with quality leads and existing clients provided.The company typically provides an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your client's current and...


  • Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    We are seeking a skilled and experienced Financial Advisor to join our team as a Home-Based Financial Advisor UK. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals through expert guidance and support.The ideal candidate will possess strong communication and interpersonal skills, with at least 3 years...


  • Newbury, West Berkshire, United Kingdom Chandcogroup Full time

    Hospitality Service CoordinatorGather & Gather is a leading workplace catering expert in the UK and Ireland, dedicated to delivering exceptional food and customer service.We are seeking a skilled Hospitality Service Coordinator to join our team, supporting our chefs in preparing and delivering high-end hospitality events. This role requires a candidate who...


  • Newbury, West Berkshire, United Kingdom UHY Hacker Young Group Full time

    Job DescriptionWe are seeking an ambitious and talented Senior Audit Accountant to join our team at UHY Hacker Young Group. As a key member of our financial services team, you will play a critical role in delivering exceptional client service and ensuring the highest standards of quality.About the RoleThis is an exciting opportunity for a seasoned accountant...