Financial Services Coordinator

4 weeks ago


Manchester, United Kingdom fish4.co - Jobboard Full time

Job Summary:

We are seeking a highly motivated and organized Financial Services Coordinator to join our team. As a key member of our operations team, you will be responsible for supporting our advisors by processing new business applications, fund switches, and investment withdrawals.

Key Responsibilities:

  • Liaising with advisors to ensure seamless communication and efficient processing of client transactions
  • Preparing valuation reports to provide accurate and timely information to our advisors
  • Conducting research on products and market trends to stay up-to-date on industry developments
  • Managing client data and maintaining accurate records

Requirements:

  • Background in an IFA practice with a strong understanding of financial services and regulations
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

About Us:

We are a leading wealth management firm in the Northwest, providing a premium service to a range of clients. We offer a supportive and collaborative work environment, with opportunities for career progression and professional development.



  • Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd have an exciting opportunity available for a Financial Services Administrator to join their team in Manchester on a hybrid contract. You will join them on a full-time, permanent basis and in return, you will receive a competitive salary of £23,660.We've supported small and medium-sized enterprises (SMEs) since 1982 and today we...


  • Manchester, United Kingdom GBS Global Applied Knowledge Full time

    Financial Services CoordinatorAt GBS Global Applied Knowledge, we are seeking a highly skilled Financial Services Coordinator to join our team. This role will provide critical support to students throughout the admissions and enrolment processes, ensuring a seamless experience for all.The ideal candidate will possess excellent communication and...


  • Manchester, United Kingdom GBS Global Applied Knowledge Full time

    Financial Services Coordinator - GBS Global Applied KnowledgeDuration: Up to 12 monthsWe are seeking a highly organized and detail-oriented Financial Services Coordinator to support students with their student finance applications during our admissions and enrolment processes.The successful candidate will be responsible for contacting students, scheduling...


  • Manchester, United Kingdom Quilter Financial Advisers Full time

    Job Role:We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers.As a key member of our advisory business, you will play a vital role in helping clients achieve their financial goals by providing expert advice and guidance on financial planning, investments, and wealth management.Key Responsibilities:Provide personalized...


  • Manchester, United Kingdom Page Personnel Full time

    Page Personnel is seeking a skilled Financial Services Coordinator to join their team in Manchester. The ideal candidate will have a solid understanding of billing procedures and be proficient in accounting software such as Excel.Key Responsibilities:Accurate preparation and issuance of invoices to clientsMaintaining and updating billing files and customer...


  • Manchester, United Kingdom N Brown Full time

    **Job details**: - Discipline Financial Services & Customer Operations - Reference013662 **N Brown - who we are and why work for us?** At N Brown, we’re committed to building a diverse workforce and creating an inclusive environment that values equality for all. Our vision is that by ‘championing inclusion, we’ll become the most loved and trusted...


  • Manchester, United Kingdom Bibby Financial Services Ltd Full time

    About Bibby Financial ServicesBibby Financial Services Ltd is a leading provider of invoice finance and credit control solutions to small and medium-sized enterprises worldwide.Salary and BenefitsThe successful candidate will receive a competitive salary range of £24,000 - £26,000 per annum, plus various benefits including private healthcare for themselves...


  • Manchester, United Kingdom LG select Ltd Full time

    LG select Ltd is seeking a highly skilled Senior Financial Services Bid Coordinator to support the Investment Team in managing all aspects of the bid process.The ideal candidate will have a background in Financial Services and strong PowerPoint skills, with excellent reporting and communication skills to keep the team informed and engaged throughout the...


  • Manchester, United Kingdom Manchester Metropolitan University Full time

    Financial Operations CoordinatorWe are seeking a highly skilled Financial Operations Coordinator to join our Finance Service and Support Team. The successful candidate will be responsible for reconciling university income and expenditure, ensuring the security and control of all cashiering functions, and providing advice and guidance to staff and...


  • Manchester, United Kingdom The Growth Company Full time

    Job Title: Financial Inclusion CoordinatorJob Summary: We are seeking a highly organized and detail-oriented Financial Inclusion Coordinator to join our Corporate Services team. The successful candidate will be responsible for processing accounts payable and receivable, managing cash and bank transactions, and ensuring the integrity of financial data.Key...


  • Manchester, United Kingdom Douglas Scott Legal Recruitment Full time

    Financial Operations CoordinatorManchesterA leading sports and media law firm seeks a skilled Financial Operations Coordinator to join its team.This role offers a unique opportunity to work in a dynamic and prestigious firm, recognized by Chambers and Legal 500. As a Financial Operations Coordinator, you will play a pivotal role in managing the firm's...


  • Manchester, United Kingdom Shared Services Connected Ltd Full time

    Job Summary:We are seeking a highly skilled Finance Manager to join our team at Shared Services Connected Ltd. The successful candidate will be responsible for supporting the growth of the Consulting sector, providing financial insights, and producing financial documents.Key Responsibilities:Support the growth of the Consulting sector in line with NHS SBS...


  • Manchester, United Kingdom Manchester Metropolitan University Full time

    We are seeking a highly organized and detail-oriented Student Services Coordinator to join our Student Financial Support team. The successful candidate will be responsible for processing claims for emergency support funds, utilizing strict assessment criteria to ensure accurate and efficient processing.Key ResponsibilitiesThe Student Services Coordinator...


  • Manchester, United Kingdom TP Accounting & Consultancy Ltd Full time

    We are seeking a highly skilled Financial Transaction Coordinator to manage our company's accounts payable and receivable processes. As a key member of our team at TP Accounting & Consultancy Ltd, you will be responsible for reviewing and reconciling accounts, processing payments to external partners, and maintaining updated records of invoices and...


  • Manchester, United Kingdom TP Accounting & Consultancy Ltd Full time

    We are seeking a highly skilled Financial Operations Coordinator to manage our company's accounts payable and receivable at TP Accounting & Consultancy Ltd. The ideal candidate will have a strong background in finance and accounting, with experience in bookkeeping and financial software.Key ResponsibilitiesManage obligations to suppliers, customers, and...


  • Manchester, United Kingdom NCC Group Full time

    Unlock your career potential with NCC Group, a leading global Cyber Security and Risk Mitigation business.We are seeking an experienced Financial Operations Coordinator to join our team in Manchester. As a key member of our finance operations team, you will play a vital role in ensuring the smooth day-to-day functioning of our financial processes.The...


  • Manchester, United Kingdom Barcrest Group Limited Full time

    Company Overview:We are Light & Wonder, a leading provider of gaming solutions and technologies. Our team is comprised of talented individuals who work together to deliver exceptional services that drive the success of our organization and ensure the well-being of our employees. Job Summary:We are seeking a skilled Financial Services Coordinator to join our...


  • Manchester, United Kingdom TP Accounting & Consultancy Ltd Full time

    We are seeking a highly skilled Financial Transaction Coordinator to manage our company's accounts payable and receivable. The ideal candidate will have a strong background in finance and accounting, with experience in reviewing and reconciling accounts, processing payments to external partners, and maintaining updated records of invoices and receipts.Key...


  • Greater Manchester, United Kingdom Hays Specialist Recruitment - Education Full time

    Job Title: Financial Operations CoordinatorJob Summary: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Hays Specialist Recruitment - Education. As a Financial Operations Coordinator, you will play a vital role in managing the school's financial operations, ensuring compliance with financial...


  • Manchester, United Kingdom Hays Specialist Recruitment - Education Full time

    We are seeking a highly skilled Financial Operations Coordinator to join our team at Hays Specialist Recruitment - Education. As a key member of our finance team, you will play a vital role in managing the school's financial operations, ensuring compliance with financial regulations, and providing assistance to the wider financial team.Key...