Financial Services Coordinator
2 weeks ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Liverpool. The ideal candidate will have experience in preparing and packaging financial planning reports, obtaining policy information, and maintaining accurate client records. Key responsibilities include:
* Preparing and packaging financial planning reports for financial planners and their clients
* Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources
* Maintaining accurate client information and recording client interaction on the back office system
* Assisting with the annual review process of existing clients
The successful candidate will have excellent organizational skills, a flexible and proactive approach, and previous experience working within financial services. They will also have knowledge of the financial services industry and experience working in a small to medium-sized financial services environment. If you are a motivated and detail-oriented individual with a passion for financial administration, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeFinancial Services AdministratorHoxton Capital is a leading financial services company that specializes in providing comprehensive financial planning and investment management services to individuals and businesses.We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate...
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Financial Services Coordinator
2 months ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeFinancial Services AdministratorHoxton Capital is a leading financial services company that specializes in providing comprehensive financial planning and investment management services to individuals and businesses.We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate...
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Financial Services Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeCompany OverviewOur client is a reputable private wealth advisory firm that caters to international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they are committed to maintaining excellence and innovation in the wealth management industry. As they continue to grow, they are seeking a...
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Financial Services Coordinator
2 months ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeJob Description**Company Overview**Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management...
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Financial Services Coordinator
2 months ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeJob Description**Company Overview**Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management...
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Operations Coordinator
3 days ago
Liverpool, Liverpool, United Kingdom Bibby Financial Services Full timeAt Bibby Financial Services, we strive to create a truly inclusive workplace where everyone has an equal opportunity to reach their full potential. If you require any accommodations to support you through the recruitment process, please don't hesitate to let us know. Our core values are built around the principles of trust, innovation, and doing the...
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Financial Services Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our back-office support team, you will be responsible for managing the receipt and processing of finance documentation for all applications, ensuring accurate handling and timely fund release.About the RoleThe successful...
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Claims Process Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeJob DescriptionAs a Claims Process Coordinator at Acorn Insurance & Financial Services LTD, you will play a critical role in designing a Claims Resource Database and identifying opportunities for process development and optimization of claims handling.You will work closely with cross-functional teams to ensure efficient and clear processes, contributing to...
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Claims Process Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeJob Title: Claims Process CoordinatorAbout the Role:We are seeking a highly skilled Claims Process Coordinator to join our team at Acorn Insurance & Financial Services LTD. As a Claims Process Coordinator, you will play a critical role in the designing of a Claims Resource Database and identifying opportunities for process development and optimization of...
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Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package...
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Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package...
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Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package...
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Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package...
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Financial Services Coordinator
3 weeks ago
Liverpool, Liverpool, United Kingdom SWARM RECRUITMENT LTD Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our dynamic team at Swarm Recruitment LTD. As a Paraplanning Specialist, you will have the opportunity to work alongside talented financial advisers, helping clients reach their financial goals.Key ResponsibilitiesPrepare and maintain client files and technical reports.Conduct research and...
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Financial Services Coordinator
3 weeks ago
Liverpool, Liverpool, United Kingdom SWARM RECRUITMENT LTD Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our dynamic team at Swarm Recruitment LTD. As a Paraplanning Specialist, you will have the opportunity to work alongside talented financial advisers, helping clients reach their financial goals.Key ResponsibilitiesPrepare and maintain client files and technical reports.Conduct research and...
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Financial Services Coordinator
3 weeks ago
Liverpool, Liverpool, United Kingdom SWARM RECRUITMENT LTD Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our dynamic team at Swarm Recruitment LTD. As a Paraplanner, you will play a crucial role in helping clients achieve their financial goals by working closely with our financial advisers.Key ResponsibilitiesPrepare and maintain client files and technical reports.Conduct research and analysis on...
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Financial Services Coordinator
3 weeks ago
Liverpool, Liverpool, United Kingdom SWARM RECRUITMENT LTD Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our dynamic team at Swarm Recruitment LTD. As a Paraplanner, you will play a crucial role in helping clients achieve their financial goals by working closely with our financial advisers.Key ResponsibilitiesPrepare and maintain client files and technical reports.Conduct research and analysis on...
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Financial Services Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob Title: Financial Administrator ApprenticeAre you a detail-oriented finance professional looking for a challenging role in a dynamic organization?We are seeking a highly organized and motivated Financial Administrator Apprentice to join our team at Aspion, an award-winning finance lender based in Liverpool. As a key member of our back-office support team,...
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Financial Services Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob Title: Financial Administrator ApprenticeAre you a detail-oriented finance professional looking for a challenging role in a dynamic organization?We are seeking a highly organized and motivated Financial Administrator Apprentice to join our team at Aspion, an award-winning finance lender based in Liverpool. As a key member of our back-office support team,...
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Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will be responsible for providing support to our directors and their clients, with a focus on fund switch reports.Key ResponsibilitiesProvide high-quality Paraplanning services to our directors and their clientsAssist with the preparation of fund...