Financial Services Manager

Harrogate-based Paraplanning PositionAnnual salary: £40,000 + potential bonuses Balance between remote and office work IDEX Consulting Ltd seeks a skilled Paraplanner to enhance their Harrogate operations. A paraprofessional joining our highly accomplished team gains exposure to ambitious growth strategies in the Advisory sector.This senior-level position...

Company OverviewMCGREGOR BOYALL is a leading recruitment agency specializing in the financial services sector. Our mission is to connect talented professionals with exciting career opportunities that drive growth and success.

In this exciting opportunity, we are seeking an exceptional Financial Services Coordinator to collaborate closely with our Financial Planners. As a key member of our team, you will be responsible for handling various administrative tasks throughout a 9-month maternity cover period.Main Responsibilities:Coordinate the setup of new investments and policies for...

At Titan Wealth Holdings Limited, we're dedicated to delivering exceptional wealth management services to our clients. As a Financial Services Coordinator, you'll play a vital role in supporting our financial advisers and consultants to provide outstanding advice.This role offers an estimated salary of around £30,000 - £35,000 per annum, based on...

Job Title: Financial Services Compliance SpecialistWe are looking for a highly motivated Financial Services Compliance Specialist to join our team at Merje Careers. This role is ideal for individuals who want to work in the financial services industry and have a passion for ensuring compliance with regulatory requirements.The estimated salary for this...

Located in Bristol, UK, Titan Wealth Holdings Limited is a top-tier financial planning company. Our focus is on providing exceptional wealth management, employee benefits, and retirement planning services. With a mission to empower businesses and their employees to achieve their financial goals, we strive for excellence in everything we do.About the RoleWe...

Job SummaryWe are seeking a Senior Business Operations Specialist to join our team at Titan Wealth Holdings Limited. The ideal candidate will have 5+ years' experience in a Senior Operations position within a financial service custody and clearing business.The successful candidate will be responsible for overseeing day-to-day business operations, providing...

A key role within our organization has become available for a dedicated Financial Services Coordinator. This position will play a vital part in driving business growth by delivering exceptional client service.This individual will be responsible for:Acting as the primary point of contact between clients and colleagues, facilitating effective communication and...

Sewell Wallis Ltd seeks a highly organized and detail-oriented Financial Services Coordinator to handle our billing operations. As a key member of our team, you will contribute to maintaining the highest level of customer satisfaction.About the Job DescriptionAverage billings per month: 500+Credit control and cash flow management.Accurate preparation and...

About the RoleWe are seeking a highly skilled and experienced individual to join our team as a Senior Financial Services Coordinator. In this role, you will be responsible for providing client management support to our wider business.As a key member of our team, you will be required to perform a variety of tasks, including being a point of contact between...

**Company Overview:**Austin Fraser, a well-established Investment Management & Financial Planning firm based in the North Leeds area, offers a full Financial Planning service to both individuals and businesses.We require a Paraplanner / Trainee Paraplanner to join our existing team in supporting the Financial Advisers of the business in researching new...

Financial Accounting PositionThis is an exciting opportunity to join a dynamic finance team as a Management Accountant and contribute to the growth and success of our business.You will be responsible for producing monthly management accounts, preparing investor reporting packs, and providing financial analysis and insights to inform business decisions.Main...

Job OpportunityWe are looking for a talented Finance and HR Manager to join our team at SI Recruitment.About the JobThis role offers a unique blend of financial and HR responsibilities, providing an exciting opportunity for someone who wants to make a real impact on the business. As a Finance and HR Manager, you will be responsible for managing the company's...

Job Title: Financial Services Coordinator">We are seeking an experienced Financial Services Coordinator to join our team at Sharp Consultancy.">About the Role:">This is a challenging and rewarding role that requires strong organizational skills, excellent communication skills, and attention to detail.">Main Responsibilities:">The successful candidate will be...

About the Role:We are proud to be supporting a leading national wealth management and financial planning firm in their continued expansion plans. The successful candidate will join their busy team as a Paraplanner, responsible for delivering a first-class service to clients and assisting Financial Planners with full research and suitability report writing...

Austin Fraser's client, a renowned Investment Management and Financial Planning firm, requires a skilled Financial Planning Administrator to support their team during a period of maternity leave.The ideal candidate will possess 1-3+ years of experience in a similar position, with proficiency in Client Management systems like Intelliflo/First and knowledge of...

Job DescriptionWe are proud to be supporting a leading, national wealth management and financial planning firm with continued expansion plans.Candidates will be responsible for providing a first-class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and...

Job OverviewTitan Wealth Holdings Limited is a leading financial planning company in Bristol, UK.Role SummaryWe are seeking a highly skilled Financial Services Coordinator to provide support to our financial advisers or consultants in delivering exceptional client service.Key ResponsibilitiesAssist in preparing for client reviews by adding missing policy...

Job DescriptionAs a Client Services Coordinator - Financial Services, you will play a vital role in supporting our financial advisors to deliver exceptional client service. Your primary responsibility will be to gather and maintain comprehensive client data, ensuring that all interactions with clients are well-documented and compliant with regulations.You...

Role OverviewWe are seeking a highly skilled Finance and HR Manager to join our team at SI Recruitment. As a key member of the company, you will be responsible for managing the financial affairs of our clients, including overseeing HR practices, processes, and strategies.The ideal candidate will have experience in auditing, taxation, cost accounting,...