Financial Services Coordinator
3 days ago
Financial Services Coordinator Opportunity
Our client, a reputable financial advice business, is seeking an experienced Financial Services Coordinator to support their team of financial advisers in the Sutton office. The ideal candidate will have a strong background in end-to-end administration and a passion for delivering exceptional client service.
The successful candidate will be responsible for providing administrative support to the financial advisers, including tasks such as:
- Managing client data and records
- Preparing and submitting reports
- Coordinating meetings and appointments
- Providing general administrative support to the team
The role will suit an experienced administrative professional who is well-organized, efficient, and able to work in a fast-paced environment. The successful candidate will have the opportunity to work with a talented team of financial advisers and contribute to the growth and success of the business.
About the Business
Our client is a boutique financial advice business that has been operating for over 20 years. They have built a reputation for providing high-quality financial advice to clients across London and the Southeast. The business has a strong team of financial advisers and administrative staff who work together to deliver exceptional client service.
What We Offer
The successful candidate will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package. They will also have the opportunity to develop their skills and knowledge in a fast-paced and ever-changing industry.
Requirements
To be considered for this role, the successful candidate will have:
- A strong background in end-to-end administration
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Strong organizational and time management skills
How to Apply
If you are a motivated and experienced administrative professional looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].
-
Financial Services Coordinator
1 week ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Summary:We are seeking an experienced Financial Administrator to join our team at Financial Divisions, a leading financial advice business. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the end-to-end administration of client relationships.About the Role:Provide administrative support to our Advisers, ensuring...
-
Financial Operations Coordinator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Assist Advisers with drafting Letters of Authority (LOAs)...
-
Financial Operations Coordinator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Assist Advisers with drafting Letters of Authority (LOAs)...
-
Financial Operations Coordinator
1 day ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Drafting Letters of Authority (LOA's) and Letters of...
-
Financial Operations Coordinator
1 day ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Drafting Letters of Authority (LOA's) and Letters of...
-
Financial Operations Coordinator
7 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeJob Description**Financial Administrator - Support Role**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Drafting Letters of Authority (LOAs) and Letters...
-
Financial Services Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is currently seeking a skilled Financial Services Administrator to become a vital part of our client's Financial Planning practice. The successful applicant will possess prior experience within a financial advisory environment.Key Responsibilities:Manage the processing of business submissions within established deadlines; accurately...
-
Financial Administrator
6 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking a highly organized and detail-oriented Financial Administrator to join our team in the Sutton office. As a Financial Administrator, you will play a crucial role in supporting our Advisers with end-to-end administration, ensuring the smooth flow of our support function. Key Responsibilities: ...
-
Financial Administrator
7 days ago
Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking a highly organized and detail-oriented Financial Administrator to join our team in the Sutton office. As a Financial Administrator, you will play a crucial role in supporting our Advisers with end-to-end administration, ensuring the smooth flow of our support function. Key Responsibilities: ...
-
Client Manager
6 days ago
Sutton Coldfield, Birmingham, United Kingdom Pro Talent Full time**About ProTalent**We are a reputable accounting firm located in the UK, dedicated to providing high-quality financial services to a diverse range of clients.**Job Overview:**We are seeking a skilled and experienced Client Manager to join our team of financial experts. The Client Manager will be responsible for managing a portfolio of clients, providing...
-
Client Manager
6 days ago
Sutton Coldfield, Birmingham, United Kingdom Pro Talent Full time**About ProTalent**We are a reputable accounting firm located in the UK, dedicated to providing high-quality financial services to a diverse range of clients.**Job Overview:**We are seeking a skilled and experienced Client Manager to join our team of financial experts. The Client Manager will be responsible for managing a portfolio of clients, providing...
-
Financial Support Assistant
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Recruitment Services UK Full time £23,000Full-Time Financial Support AssistantType: Full-time, 37 hours per week.Our client, Recruitment Services UK, is a progressive and independent firm specializing in recruitment solutions.With a strong presence in the industry, they are known for their commitment to excellence and exceptional client service.A position has opened for a Financial Support...
-
Executive Coordinator
7 days ago
Sutton Coldfield, Birmingham, United Kingdom Simpson Recruitment Services Full timeAbout the RoleWe are seeking a highly organized and proactive Executive Assistant to join our dynamic team at Simpson Recruitment Services.The successful candidate will play a pivotal role in coordinating and executing various administrative tasks, ensuring seamless day-to-day operations.Key Responsibilities:Provide administrative support to senior...
-
Executive Coordinator
6 days ago
Sutton Coldfield, Birmingham, United Kingdom Simpson Recruitment Services Full timeAbout the RoleWe are seeking a highly organized and proactive Executive Assistant to join our dynamic team at Simpson Recruitment Services.The successful candidate will play a pivotal role in coordinating and executing various administrative tasks, ensuring seamless day-to-day operations.Key Responsibilities:Provide administrative support to senior...
-
Executive Coordinator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Simpson Recruitment Services Full timeJob DescriptionWe are seeking a highly organized and proactive Executive Coordinator to join our dynamic team at Simpson Recruitment Services.The ideal candidate will possess excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.Key Responsibilities:Provide administrative support to senior...
-
Executive Coordinator
7 days ago
Sutton Coldfield, Birmingham, United Kingdom Simpson Recruitment Services Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Executive Coordinator to join our team at Simpson Recruitment Services.The ideal candidate will have a strong background in administration and be able to provide exceptional support to our executives.Main Responsibilities:Coordinate and execute various administrative tasks, including...
-
Executive Coordinator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Simpson Recruitment Services Full timeJob DescriptionWe are seeking a highly organized and proactive Executive Coordinator to join our dynamic team at Simpson Recruitment Services.The ideal candidate will possess excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.Key Responsibilities:Provide administrative support to senior...
-
Financial Services Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is representing a reputable Financial Planning firm in their search for a Financial Services Administrator to enhance their operations. The successful applicant will possess prior experience within a financial advisory environment.Key Responsibilities:Facilitate the processing of business submissions within designated timeframes;...
-
Financial Services Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is currently seeking a dedicated Financial Services Administrator to enhance our client's Financial Planning practice. The successful applicant will possess prior experience within a financial advisory environment.Key Responsibilities:Manage the processing of business submissions in a timely manner; accurately record new business...
-
Financial Services Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is representing a reputable Financial Planning firm seeking a dedicated Financial Services Administrator to enhance their operations. The successful applicant will ideally possess prior experience within a financial advisory environment.Key Responsibilities:Manage the processing of business submissions in accordance with established...