Financial Services Coordinator

1 month ago


Glasgow, Glasgow City, United Kingdom Cornmarket Full time
Job Title: Administration Assistant

We are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As a key member of our operations team, you will provide administrative support to our Independent Financial Planners and review team.

Key Responsibilities:
  • Process new business applications for all products in a timely and accurate manner.
  • Respond to client inquiries and prepare paperwork for client meetings.
  • Prepare suitability reports for life, pension, and investment options.
  • Liaise with investment companies and providers to obtain necessary information and documentation.
  • Maintain client data in our system and scan documents as required.
  • Perform ad hoc administrative tasks and provide support to senior team members.
  • Reconcile bank accounts and produce management reports.
Requirements:
  • Excellent customer service skills and experience in administration or cash reconciliation.
  • Knowledge of life, pension, and investment products is desirable but not required.
  • Proficient in Microsoft Office and able to work collaboratively as part of a team.
  • Strong attention to detail and self-organization skills.
What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and organized individual who is passionate about delivering excellent customer service, we encourage you to apply for this exciting opportunity.



  • Glasgow, Glasgow City, United Kingdom NHS National Services Scotland Full time

    Financial Services CoordinatorAbout the RoleNational Services Scotland (NSS) is a national NHS Board operating at the heart of NHSScotland. Our priority is to improve the health and well-being of the people of Scotland by working in partnership with colleagues across Health and Social Care.The PostThis role involves delivering an accurate and comprehensive...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at The Recruitment Council.Key Responsibilities:Manage office administration and ensure seamless day-to-day operationsInteract with clients to build and maintain relationships, providing exceptional client serviceImplement new...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at The Recruitment Council.Key Responsibilities:Manage office administration and ensure seamless day-to-day operationsInteract with clients to build and maintain strong relationshipsProvide exceptional client services and...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at The Recruitment Council.Key Responsibilities:Manage office administration and ensure seamless day-to-day operationsInteract with clients to build and maintain relationships, providing exceptional client serviceImplement new...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at The Recruitment Council.Key Responsibilities:Manage office administration and ensure seamless day-to-day operationsInteract with clients to build and maintain strong relationshipsProvide exceptional client services and...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at The Recruitment Council.The ideal candidate will be responsible for:Managing office operations and administrationInteracting with clients to build relationships and provide exceptional serviceImplementing new business strategies and marketing...


  • Glasgow, Glasgow City, United Kingdom Cornmarket Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cornmarket Group Financial Services.The successful candidate will provide administrative support to our team of Independent Financial Planners and Review Team, ensuring the smooth operation of our financial services.Key...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Collaborate with colleagues...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Collaborate with colleagues...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...


  • Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    Key Responsibilities:We are seeking a highly motivated and organized Financial Services Coordinator to join our team. The primary purpose of the role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.Liaising and Communication:Liaise with policy providers for policy details and...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly organized and customer-focused Client Solutions Transfer Analyst to join our User Client Solutions Operations teams. As a key member of our team, you'll be responsible for delivering exceptional customer service, managing a dynamic workload, and ensuring all queries are resolved within agreed timeframes.Key...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly organized and customer-focused Client Solutions Transfer Analyst to join our User Client Solutions Operations teams. As a key member of our team, you'll be responsible for delivering exceptional customer service, managing a dynamic workload, and ensuring all queries are resolved within agreed timeframes.Key...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    Are you a detail-oriented and organized individual looking for a challenging role in the financial services industry? We are seeking a highly skilled Office Management Specialist to join our team at The Recruitment Council.The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client...


  • Glasgow, Glasgow City, United Kingdom ABM UK Full time

    Billing and Financial OperationsWe are seeking a highly skilled and organized individual to join our team as a Billing and Financial Operations Coordinator. This exciting opportunity will involve playing a pivotal role in the closing of the month-end billing and production of key accounting reports.Key ResponsibilitiesAssist in the preparation and submission...


  • Glasgow, Glasgow City, United Kingdom Cornmarket Full time

    Job Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As a key member of our operations team, you will provide administrative support to our Independent Financial Planners and review team.Key Responsibilities:Process new business applications...


  • Glasgow, Glasgow City, United Kingdom Cornmarket Full time

    Job Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As a key member of our operations team, you will provide administrative support to our Independent Financial Planners and review team.Key Responsibilities:Process new business applications...