Financial Services Coordinator
1 week ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support duties.
Key Responsibilities:- Process new business administration across investments, pensions, mortgages, and life assurance products.
- Manage client investment and pension transactions, including withdrawals, switches, and rebalances.
- Act as a point of contact for client enquiries, assist with policy changes, and provide general guidance.
- Produce meeting notes, preparation materials, and help coordinate client meetings.
- Work to deadlines and contribute to the smooth running of the office.
- A dynamic and supportive team environment.
- Opportunities for training and development in paraplanning and professional qualifications.
- A strong performance-linked pay review system.
- Flexible working arrangements.
- A comprehensive benefits package.
We are committed to investing in our employees' growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our IFA administration team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesProcess new business and manage client...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our IFA administration team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesProcess new business and manage client...
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Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our IFA team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesProcess new business and manage client relationshipsCoordinate...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our IFA team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesProcess new business and manage client relationshipsCoordinate...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key Responsibilities:Process new business...
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Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key Responsibilities:Process new business...
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Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key Responsibilities:Process new business...
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Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key Responsibilities:Process new business...
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Financial Services Coordinator
2 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business...
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Financial Services Coordinator
2 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business...
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Financial Services Coordinator
3 days ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key...
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Financial Services Coordinator
3 days ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key Responsibilities:Process new business...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key Responsibilities:Process new business...
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Financial Services Coordinator
2 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...
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Financial Services Coordinator
2 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Recruit UK Full timeAbout the RoleWe are seeking a highly organized and proactive Financial Services Administrator to join our Client Services team within the Financial Advice arm of our business.As a Client Service Executive, you will provide essential support to our advisers and their clients, ensuring a seamless client-centric service. Your responsibilities will...
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Financial Services Coordinator
4 weeks ago
Chester, Cheshire, United Kingdom Recruit UK Full timeAbout the RoleWe are seeking a highly organized and proactive Financial Services Administrator to join our Client Services team within the Financial Advice arm of our business.As a Client Service Executive, you will provide essential support to our advisers and their clients, ensuring a seamless client-centric service. Your responsibilities will...
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Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business administration across...
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Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Oval Recruit Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business administration across...
