Financial Services Coordinator

4 weeks ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Our client is a reputable financial planning and wealth management practice seeking a skilled Financial Services Coordinator to join their team. The ideal candidate will have a minimum of 1 year of administrative experience and be proficient in Microsoft Office.

Key Responsibilities

  1. Prepare client valuations and review packs
  2. Process post-review related paperwork and prepare relevant correspondence
  3. Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner
  4. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures
  5. Ensure all client records and data are maintained accurately
  6. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications
  7. Send out letters of authority and correspondence to clients, professional introducers, and other third parties
  8. Prepare new client meeting packs
  9. Other general administration duties as assigned

Requirements

  1. A minimum of 1 year working in an administrative position (is desirable)
  2. Confident in the use of Microsoft Office
  3. Confident with numbers and working to a high degree of accuracy
  4. Ability to work unsupervised (following training)

Office hours are 9am-5pm, Monday to Friday. Hybrid working is available post-probation. 28 days holiday, this includes closure between Christmas and New Year. Death in service 4 x salary, Pension. Free Parking (outside office). Bonus scheme based on company performance, entitlement after probation period completed. Pension is 5% Employee + 5% Employer contribution.



  • Norwich, Norfolk, United Kingdom Financial Divisions Full time

    Establish a thriving client portfolio in the Colchester area by overseeing existing relationships and cultivating new connections.As a respected Financial Adviser, you will leverage your expertise to drive growth and deliver exceptional results for high net worth individuals in East Anglia and London.This role is ideal for an experienced Financial Planner...


  • Norwich, Norfolk, United Kingdom Future Projects Careers Full time

    Job Summary:The Money Matters Project Coordinator plays a pivotal role in enhancing financial resilience among disadvantaged communities in Norwich. This project focuses on providing crucial financial support to families at risk of falling into debt and financial instability.Key Responsibilities:Coordinate the overall project, ensuring its success and...


  • Norwich, Norfolk, United Kingdom FIRE Full time

    Financial Operations CoordinatorAt FIRE, we are seeking a highly motivated Financial Operations Coordinator to assist with the preparation of the monthly management accounts, the monthly financial performance reports pack, and the annual statutory accounts. The successful candidate will work closely with the Management Accountant to ensure the accuracy and...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Summary:To deliver exceptional client service, ensuring a high-quality, efficient, and professional experience that adheres to the strictest regulatory standards.Key Responsibilities:To maintain accurate and efficient scheme administration, including ongoing assessments, new joiners, scheme leavers, claims, and address changes in compliance with...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to provide exceptional corporate client service, ensuring a high focus on quality and accuracy in all aspects of scheme administration.Maintain accurate and efficient ongoing scheme administration, including Auto-Enrolment assessments, for new joiners, scheme leavers, claims,...


  • Norwich, Norfolk, United Kingdom Anglian Home Improvements Full time

    Financial Operations CoordinatorWe are seeking a detail-oriented Financial Operations Coordinator to support our finance department at Anglian Home Improvements. As a key member of our team, you will be responsible for managing accounts, maintaining accurate financial records, and preparing financial reports.Key ResponsibilitiesProcess invoices and handle...


  • Norwich, Norfolk, United Kingdom Epos Now Full time

    Job Title: Financial Operations CoordinatorWe are looking for a skilled Financial Operations Coordinator to help us manage our financial operations in the UK. In this role, you will be responsible for maintaining accurate financial records and providing support to the finance team.Key Responsibilities:Post payments and perform payment gateway receipt...


  • Norwich, Norfolk, United Kingdom Anglian Home Improvements 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 Anglian Home Improvements. As a key member of our finance department, you will be responsible for managing accounts, maintaining accurate financial records, and supporting financial reporting.Key...


  • Norwich, Norfolk, United Kingdom Anglian Home Improvements Full time

    Job Title: Financial Operations CoordinatorJob Summary: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to support our finance department at Anglian Home Improvements. As a key member of our team, you will be responsible for managing accounts, maintaining accurate financial records, and preparing financial reports.Key...


  • Norwich, Norfolk, United Kingdom Keeler Recruitment Full time

    Financial Operations CoordinatorWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team. As a key member of our finance department, you will be responsible for analyzing and reconciling financial data, processing transactions, and maintaining accurate records.Key Responsibilities:Analyze and reconcile financial...


  • Norwich, Norfolk, United Kingdom Anglian Home Improvements Full time

    Financial Operations CoordinatorWe are seeking a diligent and detail-oriented Financial Operations Coordinator to support our finance department at Anglian Home Improvements.Key ResponsibilitiesManage Accounts: Process invoices, handle payments, and reconcile accounts payable/receivable.Keep Records: Maintain accurate financial records and ledgers. Record...


  • Norwich, Norfolk, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking a Financial Planner to join our team at Financial Divisions. As an Independent Financial Advisor, you will be responsible for managing client bank transfers from retiring advisors over the next 3 years and bringing on new clients.About the RoleThis is a BRAND NEW ROLE that offers an attractive salary and benefits package, including...


  • Norwich, Norfolk, United Kingdom East Anglian Air Ambulance Full time

    **Financial Operations Role**We are seeking a highly organized and detail-focused individual to support our Finance Team as a Financial Operations Assistant.In this key role, you will be responsible for processing financial transactions, raising invoices, and performing reconciliations of the Charity and trading subsidiary's purchase and sales ledgers.You...


  • Norwich, Norfolk, United Kingdom Financial Divisions Full time

    About the Role:We are seeking a highly skilled Financial Adviser to manage an existing book of business from a retiring adviser and bring on new clients for our company, Financial Divisions.Key Responsibilities:Manage client bank generating from retiring adviser over the next 3 yearsBring on new clientsWork with HNW individuals and provide a quality...


  • Norwich, Norfolk, United Kingdom Future Projects Full time

    Job DescriptionWe are seeking a highly skilled Financial Project Coordinator to join our team at Future Projects.Key Responsibilities:Support the management of financial projects from initiation to completion.Collaborate with cross-functional teams to ensure project deliverables are met.Develop and maintain project schedules, budgets, and resource allocation...


  • Norwich, Norfolk, United Kingdom Anglian Home Improvements Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Anglian Home Improvements.About the RoleThis is an exciting opportunity for a dedicated professional to support our finance department in ensuring seamless financial operations. The successful candidate will be responsible for managing...


  • Norwich, Norfolk, United Kingdom Keeler Recruitment Full time

    Financial Operations CoordinatorNorwich-based employer seeks a Financial Operations Coordinator to support the smooth operation of finance systems.Key Responsibilities:Analysing aged debtors and creditorsProcessing day-to-day transactionsPerforming month-end reconciliationsBuilding and maintaining strong relationships with customers and suppliersProcessing...


  • Norwich, Norfolk, United Kingdom Norwich City Services Ltd Full time

    At Norwich City Services Ltd, a company wholly owned by Norwich City Council, we pride ourselves on our ambition, vision, and commitment to excellence. We care for and maintain Norwich's streets, parks, and properties, providing vital environmental and building maintenance services across the city. Now, we are seeking a visionary Chief Financial Officer...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to an Employee Benefits Consultant in the day-to-day running of client accounts across a range of...

  • Service Coordinator

    4 weeks ago


    Norwich, Norfolk, United Kingdom Contract Personnel Ltd Full time

    Job Title: Service CoordinatorJob Summary:We are seeking an experienced Service Coordinator to join our team at Contract Personnel Ltd. The successful candidate will be responsible for coordinating and overseeing the delivery of services, acting as a liaison between clients, service providers, and internal teams to ensure that services are delivered...