Financial Services Coordinator
18 hours ago
Role Overview
We are seeking a highly organized and detail-oriented Financial Services Administrator to support our team in Thrive Group. The successful candidate will have experience working within financial services, particularly in pensions, investments, or insurance.
Responsibilities:
- Collate and organize client policy information for Paraplanners and Advisors.
- Correspond with policy providers on behalf of clients.
- Submit new business proposals on behalf of clients.
- Facilitate annual review processes for clients.
- Process new client information for their first report meeting.
Requirements:
- Previous experience working within financial services, particularly in pensions, investments, or insurance.
- Ideal background supporting an Independent Financial Advisor (IFA).
- Excellent attention to detail and ability to work under pressure is essential.
- A full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 qualification would be beneficial.
What We Offer:
- A competitive salary of £25,000 - £30,000 per annum, dependent on experience.
- A quarterly bonus scheme based on company and individual performance.
- An excellent benefits package including health cover.
- A Monday-to-Friday schedule, 37.5 hours per week, 100% office-based.
- Ongoing training and support within a successful and expanding firm.
-
Financial Services Coordinator
2 months ago
Trowbridge, Wiltshire, United Kingdom Thrive Group Full timeJob DescriptionThrive Group is seeking a skilled Financial Services Administrator to support their vibrant team on a permanent basis.Key Responsibilities:The successful candidate will be responsible for:Collating and organising client policy informationCorresponding with policy providers on behalf of the clientSubmitting new business on behalf of the...
-
Support Services Coordinator
1 week ago
Trowbridge, Wiltshire, United Kingdom Achieve together Full timeWe are currently seeking a skilled Support Services Coordinator to join our team at Achieve Together. In this role, you will be responsible for coordinating support services and ensuring that our clients receive the highest level of care.Your key responsibilities will include:Coordinating support plans and developing personalized care packagesBuilding strong...
-
Support Services Coordinator
1 week ago
Trowbridge, Wiltshire, United Kingdom Wiltshire Council Full timeWelcome to Wiltshire Council, where we strive to provide outstanding care services to our customers. As a Support Services Coordinator, you will play a key role in ensuring that our customers receive the highest level of care and support.About the RoleWe are seeking an experienced and compassionate individual to join our team as a Support Services...
-
Financial Project Coordinator
1 week ago
Trowbridge, Wiltshire, United Kingdom Core 3 Ltd Full timeAbout the RoleWe are excited to offer this exciting opportunity for a Project Accountant to work on a range of major projects driving sustainability and social impact. The successful candidate will collaborate closely with teams across the business, providing financial expertise and constructive challenge to optimise project outcomes.Main responsibilities...
-
Resettlement Services Coordinator
2 hours ago
Trowbridge, Wiltshire, United Kingdom FearFree Full timeAbout the RoleWe are looking for a dedicated and empathetic Resettlement Services Coordinator to support our mission in providing safe and empowering services to victims of domestic abuse.Key ResponsibilitiesCollaborate with multi-agency partners to ensure effective service delivery and risk management.Develop and maintain relationships with housing...
-
Pension and Investment Services Coordinator
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Thrive Group Full timeJob Description:This is an exciting opportunity to join a thriving financial planning practice as a Financial Services Administrator. The successful candidate will provide administrative support to Paraplanners and Advisors, ensuring seamless operations.Responsibilities:- Provide administrative support to Paraplanners and Advisors- Collate and organize...
-
Administrative Assistant
4 weeks ago
Trowbridge, Wiltshire, United Kingdom Thrive Group Full timeAs a Financial Services Administrator at Thrive Group, you will play a vital role in supporting our team of Paraplanners and Advisors. Your key responsibilities will include providing administrative assistance, such as collating and organizing client policy information, submitting new business, and facilitating annual review processes. We are seeking an...
-
Apprentice Financial Services
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Wiltshire College & University Centre Full timeRole Overview:">The Finance Apprentice role at Wiltshire College & University Centre involves supporting the Finance Team in various tasks, including financial operations, task management, and communication. You will work closely with the team to ensure accurate financial records, timely task completion, and effective stakeholder liaison.">Responsibilities...
-
Care Services Coordinator
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Voyage Care Ltd Full timeVoyage Care Ltd - Join Our TeamAbout the Position: We are seeking an experienced Care Co-ordinator to join our team at Voyage Care Ltd. This is an exciting opportunity to work in a dynamic and supportive environment, where you will have the chance to make a real difference in the lives of our service users.Key Responsibilities: The successful candidate will...
-
Support Service Coordinator
1 week ago
Trowbridge, Wiltshire, United Kingdom Achieve together Full timeBenefitsFlexible hours to suit a range of lifestylesCareer progression and training opportunitiesEmployee welfare and wellbeing initiativesRecognition schemes, team events and social activitiesEmployee discount schemes across a range of retailers and servicesWagestream - a financial health app that gives you the ability to receive optional pay advancesStaff...
-
FTC Property Services Coordinator
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Selwood Housing Full timeJob DescriptionWe are seeking a highly skilled and motivated individual to fill the role of Property Administrator FTC within our Property Service team.The successful candidate will be responsible for managing daily schedules, coordinating works orders, and interacting with various stakeholders, including tenants and clients. You will also perform...
-
Operations Coordinator
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full timeAdministrative Support PositionWe are seeking an experienced Office Manager to join our team in Trowbridge on a permanent basis. As an Operations Coordinator, you will be responsible for overseeing daily office operations and ensuring maximum efficiency.Main Responsibilities:Manage daily correspondence, including emails, phone calls, and mail.Perform basic...
-
Office Operations Coordinator
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full timeWe are pleased to offer a challenging opportunity for an Office Operations Coordinator to join our team in Trowbridge. The successful candidate will be responsible for overseeing daily office operations, managing correspondence, and performing basic accountancy duties.Key Requirements:Proven experience in office administration, including basic accountancy...
-
Care Coordinator
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Voyage Care Ltd Full timeWe are seeking a skilled Care Coordinator to join our team in Trowbridge. The successful candidate will play a vital role in ensuring the safe delivery of care services by coordinating the deployment of care staff and administering relevant documentation.As a key member of our care team, you will be responsible for managing and coordinating the care delivery...
-
Financial Planning Professional
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Thrive Group Full timeJob Summary:Thriving financial planning practice is seeking a skilled Financial Services Administrator to join their dynamic team on a permanent basis. As a key member of the team, you will provide administrative support to Paraplanners and Advisors, ensuring seamless operations.Key Responsibilities:- Collate and organize client policy information-...
-
Construction Project Coordinator
4 weeks ago
Trowbridge, Wiltshire, United Kingdom The Thrive Group Full timeThe Thrive Group is seeking an experienced Construction Project Coordinator to manage the intricacies of our projects from start to finish. This includes assessing client needs, reviewing project plans and specifications, generating quotes and cost estimates, collaborating with internal teams and external suppliers, identifying potential risks and...
-
Carer Needs Coordinator
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Wiltshire Council Full timeJob OverviewWe are seeking a skilled professional to join our Integrated Front Door service as a Carer Needs Coordinator. This role plays a vital part in ensuring the well-being, protection, and development of young carers who are under 18 and caring for loved ones facing health challenges or substance misuse.The successful candidate will be responsible for...
-
Financial Planning Manager
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Core 3 Ltd Full timeJob OverviewWe are seeking a skilled Financial Planning Manager to join our client's team. The successful candidate will be responsible for managing financial projects and providing high-quality accounting services.Key Responsibilities:Develop and implement financial plans to drive business growthManage financial projects from start to finish, ensuring...
-
Senior Financial Consultant
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Core 3 Ltd Full time £50,000 - £55,000Project Finance Specialist required by Core 3 Ltd. This exciting opportunity involves managing project finances, including budgeting, forecasting, and financial reporting. If you're a detail-oriented finance professional with a passion for project management, we want to hear from you!The estimated salary for this position is £51,000 - £56,000 per annum,...
-
Home Care Coordinator
2 weeks ago
Trowbridge, Wiltshire, United Kingdom Voyage Care Ltd Full timeJoin our Team as a Home Care Coordinator!We're looking for an experienced Home Care Coordinator to join our team in Trowbridge. You'll work with vulnerable adults and children, supporting them to maintain independence and live fulfilling lives.Responsibilities:To develop and implement individualized care plans in collaboration with service users and their...