Financial Services Coordinator
1 day ago
About the Job:
We are seeking a talented individual to join our team as a Financial Services Coordinator. This is a part-time position, working Monday, Tuesday, Wednesday, and Friday with hours of 9am–5:15pm and is a fully office-based role.
Key Responsibilities:
- Access online banking systems to notify clients and suppliers of funds received and initiate bank transfers.
- Assist colleagues with accounting queries and provide support with financial tasks.
- Familiarize yourself with SRA accounting rules and ensure compliance.
- Reconcile client and office bank accounts to maintain accurate financial records.
- Manage supplier invoicing and process payments in a timely manner.
- Communicate with clients to facilitate payments and resolve any issues that may arise.
- Allocate interest and manage movement of money within deposit accounts.
- Handle petty cash transactions and maintain records.
- Process and assist with delivering client bills, ensuring timely payment.
What You Need To Know:
This role offers a competitive estimated salary of £25,000 - £30,000 per annum, depending on experience. As a valued member of our team, you will have the opportunity to work in a dynamic environment and contribute to the success of our company.
Requirements:
To be successful in this role, you will need excellent communication and organizational skills, with the ability to work accurately and efficiently. You should also be familiar with basic accounting principles and possess a strong attention to detail.
-
Financial Operations Coordinator
4 weeks ago
Colchester, Essex, United Kingdom All Land Services Ltd Full time**Job Title:** Financial Operations Coordinator**Estimated Salary:** £32,000 - £40,000 per annumAll Land Services Ltd is looking for a highly organized and detail-oriented Financial Operations Coordinator to join our team. This role involves managing the financial aspects of the business, including bookkeeping, finance, and administration.The ideal...
-
Financial Services Specialist
3 days ago
Colchester, Essex, United Kingdom Financial Divisions Full time**About the Opportunity**Financial Divisions is offering an exciting opportunity for a Financial Services Specialist to join our team. As a key member of our team, you will be responsible for managing a portfolio of existing clients and attracting new business opportunities.The ideal candidate will have at least 3 years of experience in financial planning...
-
Servicing Financial Advisor Role
3 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeRequirements and QualificationsTo be successful in this Servicing Financial Advisor role, you will need:Experience: At least 2 years' experience as a Paraplanner, demonstrating a strong understanding of the industry and its requirements.Diploma: A Level 4 Diploma or equivalent, showcasing your expertise in key financial planning areas.Skills: Strong...
-
Financial Services Professional
3 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Financial Divisions. This role offers an excellent opportunity for career advancement and professional growth.
-
Financial Planning Specialist
6 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeExplore a new opportunity as a Financial Planning Specialist with Financial Divisions in Colchester, Essex.Earn an estimated salary of £60k - £80k per annum, plus attractive benefits and bonus package.This role involves managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.The...
-
Senior Financial Consultant
4 days ago
Colchester, Essex, United Kingdom Financial Divisions Full time**About Us**">Financial Divisions is a well-established financial services provider with a strong reputation for delivering exceptional advisory services to high-net-worth individuals and families.We are seeking an experienced Senior Financial Consultant to join our team, who will be responsible for managing a portfolio of existing clients and attracting new...
-
Financial Services Coordinator
6 days ago
Colchester, Essex, United Kingdom CV Library Full timeJob Title: IFA AdministratorWe are seeking an experienced IFA Administrator to join our well-established Colchester Office.Purpose of the Role:To provide administrative support to Independent Financial Advisers in delivering high-quality services to clients through client-related tasks, review work, reporting, and implementation.The ideal candidate will...
-
Financial Advisor Role
6 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeWe are seeking a skilled Servicing Financial Advisor to join our team at Financial Divisions. Based in the Colchester Office, Essex, this role offers a unique chance to collaborate with seasoned professionals and advance your career.As a pivotal member of our team, you will work closely with Partners to prepare recommendations, conduct research, and ensure...
-
Financial Ledger Coordinator
2 weeks ago
Colchester, Essex, United Kingdom Northreach Full timeJob SummaryWe are seeking a Financial Ledger Coordinator to join our team at Northreach. This role involves managing the purchase ledger process, handling staff expenses, and ensuring accurate and timely payment processing.About the RoleCoordinate the purchase ledger process from data entry to payment processing, ensuring accuracy and timeliness.Reconcile...
-
Servicing Wealth Management Specialist
6 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAre you looking to take your career to the next level as a Servicing Financial Advisor? We have an exciting opportunity available at Financial Divisions based in the vibrant city of Colchester.This role provides a unique chance to work alongside experienced professionals and contribute to the preparation of recommendations, research, and company...
-
Financial Services Coordinator
6 days ago
Colchester, Essex, United Kingdom EWS Property Management Full timeAbout the Role:As a Service Charge Administrator at EWS Property Management, you will play a crucial role in supporting our accounting team. Your primary responsibilities will include assisting with various accounting functions, such as receipting and allocation of payments, dealing with customer accounting queries, and preparing service charge budget...
-
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Title: Servicing Financial AdvisorJob Description:In our vibrant and client-centric environment, we are searching for a skilled and passionate individual to take the next step in their career as a paraplanner. This role provides a unique chance to collaborate closely with seasoned professionals and grow towards becoming a Servicing Financial Advisor.Key...
-
Financial Operations Coordinator
4 weeks ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeAbout Douglas Steers & CompanyWe are a dynamic financial services firm seeking a financial operations coordinator to join our team.This role involves assisting with the preparation of client files, supporting advisers with research, analysis, and product comparisons, and ensuring electronic client files are up to date.The ideal candidate will have excellent...
-
Account Receivable Coordinator
6 days ago
Colchester, Essex, United Kingdom Financial Staffing Solutions Full timeWe are currently seeking an Account Receivable Coordinator to join our client's team. As an Account Receivable Coordinator, you will be responsible for managing accounts receivable, ensuring timely and accurate processing of customer payments, and initiating customer contact regarding invoice payment when due.You will also be responsible for maintaining a...
-
Senior Financial Services Coordinator
1 week ago
Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewArtemis Recruitment Consultants Ltd is seeking an experienced Financial Administrator to join our team. The successful candidate will be responsible for providing high-level technical and administrative support, responding to client enquiries, liaising with third parties, and drafting documents.The ideal candidate will have previous experience...
-
Residential Services Coordinator
6 days ago
Colchester, Essex, United Kingdom AWD online Full timeAccommodation Officer - Tenancy Support PositionAWD online is a leading organisation in the field of supported housing, and we're seeking an experienced Accommodation Officer to join our team in Colchester, Essex. This is a full-time, permanent position with a salary of £35,720 per annum + benefits. The successful candidate will have a good understanding of...
-
Colchester, Essex, United Kingdom Swift Recruit Full timeWe are looking for a Financial Projections Coordinator to work on construction projects with Swift Recruit. As a key member of our team, you will be responsible for creating detailed financial projections for scaffolding projects, ensuring that all costs are accurately accounted for.RequirementsEstimating Experience: A proven track record of creating...
-
Financial Services Specialist
6 days ago
Colchester, Essex, United Kingdom Land of Lincoln Credit Union, Inc. Full timeJob Title: Financial Services SpecialistAbout the Position:We are seeking a detail-oriented and customer-focused professional to provide exceptional member service as a Financial Services Specialist. The ideal candidate will have excellent communication skills, a basic understanding of computer programs and the internet, and a strong ability to maintain...
-
Tax and Financial Services Coordinator
6 days ago
Colchester, Essex, United Kingdom Polkadotfrog Ltd Full timeWe are currently seeking an experienced Business Accounts and Compliance Officer to join our team at Polkadotfrog Ltd. As a key member of our business support team, you will be responsible for preparing accounts and tax returns for a variety of clients, ensuring compliance with regulatory requirements.About the Job:Preparation of accurate and compliant...
-
Mechanical Services Coordinator
6 days ago
Colchester, Essex, United Kingdom Michael Taylor Search & Selection Full timeYour New Career OpportunityWe're looking for an experienced Revit Coordinator to join our team as a Mechanical Services Coordinator. In this role, you'll work closely with engineers, project managers, and stakeholders to ensure successful project outcomes. You'll also have the opportunity to develop your Revit expertise and mentor junior team members.Key...