Financial Services Coordinator
3 days ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Appointed Ltd. This is a hybrid role that requires a strong ability to work independently and as part of a team.
Key Responsibilities:- Book meetings and ensure timely completion of tasks within Consumer Duty timescales.
- Obtain necessary discretions when meetings cannot be booked.
- Arrange meeting rooms as required.
- Ensure accurate upload of review letters and completion of related tasks.
- Generate reports and analyze data.
- Coordinate DD reviews and create advice records.
- Prepare and send packs to advisers prior to meetings.
- At least 1 year of experience in a similar role within the financial services industry.
- Strong communication and teamwork skills.
- Ability to commit to long-term growth and development.
- A competitive salary of circa £28,000 with an annual bonus of 10% (paid quarterly).
- 25 days of holiday plus birthday leave.
- Pension contributions of 3% ER and 5% EE.
- Ongoing support and opportunities for progression.
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Financial Services Coordinator
3 days ago
Hampshire, United Kingdom Appointed ltd Full timeFinancial Services Administrator RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Appointed ltd. This is a hybrid role that requires a strong ability to work independently and as part of a team.Key Responsibilities:Manage meetings and ensure timely completion of tasks within Consumer Duty...
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Financial Services Coordinator
3 days ago
Hampshire, United Kingdom Appointed ltd Full timeFinancial Services Administrator RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Appointed ltd. This is a hybrid role that requires a strong ability to work independently and as part of a team.Key Responsibilities:Manage meetings and ensure timely completion of tasks within Consumer Duty...
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Financial Services Coordinator
1 week ago
Hampshire, United Kingdom Appointed ltd Full time{"title": "Financial Services Administrator", "description": "Role OverviewAppointed Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team on a hybrid basis. This role involves working closely with the Head of Admin and members of the existing team to ensure seamless day-to-day operations.Key...
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Financial Services Coordinator
1 week ago
Hampshire, United Kingdom Appointed ltd Full time{"title": "Financial Services Administrator", "description": "Role OverviewAppointed Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team on a hybrid basis. This role involves working closely with the Head of Admin and members of the existing team to ensure seamless day-to-day operations.Key...
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Financial Planner
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area. As a Financial Adviser, you will play a crucial role in providing expert financial guidance to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for...
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Financial Planner
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area. As a Financial Adviser, you will play a crucial role in providing expert financial guidance to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for...
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Funding Coordinator
5 months ago
Basingstoke, Hampshire, United Kingdom Crone Corkill Full timeCrone Corkill are recruiting for a large global reputable business seeking a talented funding account coordinator, working within a supportive dynamic and supportive team . A role which would suit a business studies / economics graduate or an individual with a background within financial services administration and or customer service / coordination . ...
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Senior Financial Adviser
1 month ago
Hampshire, United Kingdom Financial Divisions Full timeFinancial Adviser Role at Financial DivisionsOversee a portfolio of clients while expanding your business networkProvide expert financial guidance on retirement plans, investment strategies, tax optimization, and moreFocus on high-net-worth clients, including business owners and finance professionalsFlexible work arrangements with opportunities for remote...
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Financial Planner
57 minutes ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning.The successful candidate will have the opportunity to work with a variety of clients, providing expert advice on financial planning and wealth management.Key Responsibilities:Develop and implement financial plans for clientsProvide investment advice and...
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Financial Planner
4 hours ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning.The successful candidate will have the opportunity to work with a variety of clients, providing expert advice on financial planning and wealth management.Key Responsibilities:Develop and implement financial plans for clientsProvide investment advice and...
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Financial Planner
1 hour ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning.The successful candidate will have the opportunity to work with a variety of clients, providing expert advice on financial planning and wealth management.Key Responsibilities:Develop and implement financial plans for clientsProvide investment advice and...
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Financial Planner
1 week ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OpportunityQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area.We offer a fantastic opportunity for career growth and a competitive starting salary of at least \u00a340,000. If you are interested in learning more about this opportunity, please contact us to discuss further.Key ResponsibilitiesProvide...
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Financial Planner
1 week ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OpportunityQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area.We offer a fantastic opportunity for career growth and a competitive starting salary of at least \u00a340,000. If you are interested in learning more about this opportunity, please contact us to discuss further.Key ResponsibilitiesProvide...
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Financial Planning Specialist
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full time £40,000Job Opportunity at Quilter Financial PlanningAbout the RoleWe are seeking a highly skilled and experienced Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Financial Planning Specialist
3 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeExciting Opportunity for Financial AdvisersWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning in the Hampshire area.About the Role:As a Financial Adviser, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...
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Financial Planning Specialist
3 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeExciting Opportunity for Financial AdvisersWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning in the Hampshire area.About the Role:As a Financial Adviser, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...
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Financial Planning Specialist
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full time £40,000Job OpportunityA fantastic opportunity has recently become available for experienced professionals to join Quilter Financial Planning as a Financial Adviser in the Hampshire area.About the RoleWe are seeking a skilled and motivated individual to provide expert financial planning and wealth management services to clients.Key Responsibilities• Provide...
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Financial Planning Specialist
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full time £40,000Job OpportunityA fantastic opportunity has recently become available for experienced professionals to join Quilter Financial Planning as a Financial Adviser in the Hampshire area.About the RoleWe are seeking a skilled and motivated individual to provide expert financial planning and wealth management services to clients.Key Responsibilities• Provide...
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Employed/Self-Employed Financial Advisors
4 weeks ago
Hampshire, United Kingdom Financial Divisions Full timeEmployed/Self-Employed Financial Advisor role Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team. They...
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Financial Operations Coordinator
3 days ago
Hampshire, United Kingdom CCR Recruitment Group Full timeFinancial Operations Role CCR Recruitment Group is seeking a skilled Financial Operations professional to join a dynamic and growing business in Southampton. As a key member of the team, you will play a crucial role in maintaining financial control and supporting the Management Team in making strategic decisions about the company's growth and direction. Key...