Financial Services Coordinator
1 week ago
We are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.
Key Responsibilities- Schedule and coordinate client meetings, recording all activities
- Support compliant new business submissions by completing and distributing relevant documentation, managing progress, and updating the CRM system
- Act as the primary interface for internal and external client queries, as well as third-party providers
- Provide ongoing operational and administrative servicing of existing clients, including preparation of client review reports, issuing recommendation reports, and processing withdrawal requests
- Liaise with third parties regarding letters of authority, policy information, fund switches, and transfers of stock and/or cash
- Reliable and self-motivated individual with administration experience, preferably in the wealth management or investment sector
- Strong problem-solving skills, able to handle high volumes of work and attention to detail when instructing high-value transactions
- Confident communication skills and ability to work effectively in a team and autonomously
- Experience using client management/financial planning tools and familiarity with dealing with third parties to commence transfer proceedings, instructing fund switches, and/or change servicing rights
Coburg Banks Limited is a dynamic financial planning and wealth management business, part of one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. We pride ourselves on our values and offer a range of well-being initiatives to encourage positive mental health both in and out of the workplace.
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Financial Services Coordinator
1 week ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time{"title": "Financial Services Coordinator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our Financial Planning support team, you will play a vital role in providing administrative support to our Financial Planners and Para-planners.Key...
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Financial Services Coordinator
1 week ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time{"title": "Financial Services Coordinator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our Financial Planning support team, you will play a vital role in providing administrative support to our Financial Planners and Para-planners.Key...
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Financial Services Coordinator
3 days ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
3 days ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
4 days ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
4 days ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
1 day ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
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Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeJob Title: Financial Services CoordinatorAs a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.Key Responsibilities:Coordinate and schedule...
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Financial Services Coordinator
5 days ago
Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
-
Financial Services Coordinator
5 days ago
Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
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Financial Services Administration Manager
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Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout the RoleWe are seeking an experienced Financial Services Administration Manager to join our team at Fyfe Financial. As a key member of our administration team, you will be responsible for ensuring the smooth operation of our back-office functions, providing exceptional support to our clients and colleagues, and contributing to the growth and success of...
