Financial Services Coordinator
3 weeks ago
We are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.
Key Responsibilities- Support financial advisers and consultants with administrative duties
- Produce client valuations and pre-meeting client reviews
- Check compliance documentation to ensure adherence to FCA and other regulations
- Review file notes to ensure everything is in order
- Perform other general administration responsibilities
- Graduate with a relevant business degree looking to break into financial services / wealth management
- Financial services background looking for an opportunity to develop their career in a successful wealth management firm
- Strong attention to detail and focus on good customer service
- Excellent communication skills
- Desire to learn and progress
- Hard working attitude
- Competitive salary of £23,000-24,000
- Study support for relevant professional qualifications
- Excellent holiday allowance
- Excellent pension contribution
- Healthcare
- Free parking
- Good opportunities to learn and develop
-
Financial Services Coordinator
1 month ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...
-
Financial Services Coordinator
1 month ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...
-
Financial Services Coordinator
1 month ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...
-
Financial Services Coordinator
1 month ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...
-
Financial Services Coordinator
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeFinancial Services Administrator RoleWe are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.Key ResponsibilitiesSupport financial advisers and consultants with administrative duties, ensuring the smooth running of the team.Produce client valuations and...
-
Financial Services Coordinator
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeFinancial Services Administrator RoleWe are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.Key ResponsibilitiesSupport financial advisers and consultants with administrative duties, ensuring the smooth running of the team.Produce client valuations and...
-
Senior Financial Planner
4 weeks ago
Altrincham, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Senior Independent Financial AdviserAre you a seasoned financial professional looking for a new challenge? Do you want to work for a firm that values your expertise and offers opportunities for growth and development?Our firm, Exchange Street Claims & Financial Services, is seeking a Senior Independent Financial Adviser to join our...
-
Senior Financial Planner
4 weeks ago
Altrincham, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Senior Independent Financial AdviserAre you a seasoned financial professional looking for a new challenge? Do you want to work for a firm that values your expertise and offers opportunities for growth and development?Our firm, Exchange Street Claims & Financial Services, is seeking a Senior Independent Financial Adviser to join our...
-
Customer Service Coordinator
3 weeks ago
Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full timeAbout the RoleWe are seeking a highly organized and communicative Customer Service Coordinator to join our team at Nationwide Specialist Services. As a key member of our helpdesk, you will be responsible for managing client relationships, scheduling maintenance jobs, and providing exceptional customer service.Key ResponsibilitiesProcess and manage work...
-
Customer Service Coordinator
3 weeks ago
Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full timeAbout the RoleWe are seeking a highly organized and communicative Customer Service Coordinator to join our team at Nationwide Specialist Services. As a key member of our helpdesk, you will be responsible for managing client relationships, scheduling maintenance jobs, and providing exceptional customer service.Key ResponsibilitiesProcess and manage work...
-
Customer Service Coordinator
2 weeks ago
Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Customer Service Coordinator to join our team at Nationwide Specialist Services. As a key member of our helpdesk, you will be responsible for managing client relationships, scheduling maintenance jobs, and providing exceptional customer service.Key ResponsibilitiesManage client workloads and...
-
Customer Service Coordinator
2 weeks ago
Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Customer Service Coordinator to join our team at Nationwide Specialist Services. As a key member of our helpdesk, you will be responsible for managing client relationships, scheduling maintenance jobs, and providing exceptional customer service.Key ResponsibilitiesManage client workloads and...
-
Financial Services Professional
4 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled professional to service a portfolio of high net worth clients. The ideal candidate will have a strong understanding of financial planning and a passion for delivering exceptional client service.About the RoleThis is an exciting opportunity to join a dynamic...
-
Financial Services Professional
4 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled professional to service a portfolio of high net worth clients. The ideal candidate will have a strong understanding of financial planning and a passion for delivering exceptional client service.About the RoleThis is an exciting opportunity to join a dynamic...
-
Financial Services Manager
3 weeks ago
Altrincham, Trafford, United Kingdom Hays PLC Full timeYour new companyYour new company is a dynamic financial services business based in the North West region. They have a strong reputation for innovation and are looking for an experienced Finance Manager to lead their finance function.Your new roleIn this key position, you will be responsible for managing the company's financial operations, including financial...
-
Financial Services Manager
3 weeks ago
Altrincham, Trafford, United Kingdom Hays PLC Full timeYour new companyYour new company is a dynamic financial services business based in the North West region. They have a strong reputation for innovation and are looking for an experienced Finance Manager to lead their finance function.Your new roleIn this key position, you will be responsible for managing the company's financial operations, including financial...
-
Financial Services Professional
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityNJR Recruitment is proud to partner with a prestigious boutique firm of Independent Financial Planners, serving a distinguished clientele of High Net Worth individuals.As a key member of our team, you will have the opportunity to work closely with our clients, providing expert financial guidance and advice to help them...
-
Financial Services Professional
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityNJR Recruitment is proud to partner with a prestigious boutique firm of Independent Financial Planners, serving a distinguished clientele of High Net Worth individuals.As a key member of our team, you will have the opportunity to work closely with our clients, providing expert financial guidance and advice to help them...
-
Financial Services Manager
2 weeks ago
Altrincham, Trafford, United Kingdom Hays PLC Full timeAbout the CompanyHays PLC is a leading financial services business based in Altrincham, with over 15 years of experience in providing financial solutions to clients.About the RoleWe are seeking an experienced Finance Manager to join our team and take ownership of the finance function for our rapidly growing financial services SME.The successful candidate...
-
Financial Services Manager
2 weeks ago
Altrincham, Trafford, United Kingdom Hays PLC Full timeAbout the CompanyHays PLC is a leading financial services business based in Altrincham, with over 15 years of experience in providing financial solutions to clients.About the RoleWe are seeking an experienced Finance Manager to join our team and take ownership of the finance function for our rapidly growing financial services SME.The successful candidate...