Financial Services Coordinator
1 month ago
We are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in supporting our Financial Advisors and ensuring seamless client experiences.
Key Responsibilities:- Proactive Assistance: Collaborate closely with Financial Advisors to provide timely and effective support.
- Calendar Management: Manage calendars and schedule client meetings with precision.
- Client Communication: Communicate with affluent and high-net-worth clients to ensure a positive experience.
- Meeting Preparation: Assemble meeting materials for Advisors before client meetings.
- Financial Administration: Raise invoices where required and manage databases.
As an IFA Administrator at IDEX Consulting Ltd, you will have the opportunity to work in a supportive and collaborative team environment. We offer hybrid/flexible working arrangements, including study support, to help you grow and develop in your career. If you are a motivated and detail-oriented individual looking for a new challenge, we encourage you to apply.
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Full timeAbout the Role:We are seeking an experienced Administrator to join our small Pensions Department. As an Administrator, you will be responsible for maintaining accurate client records, communicating with pension providers and scheme members, and performing various administrative tasks to support the department and office.Key Responsibilities:Maintaining...
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeAbout the Role:We are seeking a highly organized and detail-oriented Administrator to join our Pensions Department at Nicholls Stevens Financial Services Limited. As an Administrator, you will be responsible for maintaining the back-office database, answering incoming telephone calls, and providing excellent customer service to our clients and pension...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full time{"title": "Job Description", "content": "About UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.The Administrator RoleYou will be dealing primarily with the administration within the small Pensions Department. This will include database inputting,...
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Financial Services Office Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full time{"title": "Job Description", "content": "About UsNicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.The Administrator RoleYou will be dealing primarily with the administration within the small Pensions Department. This will include database inputting,...
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Financial Services Office Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full timeJob DescriptionWe are a medium sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.The firm was established over 35 years ago and specialises in retirement advice with a bank of over 800 clients.We are a proactive and dynamic team seeking an experienced Office Administrator to provide administrative support...
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Financial Services Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Full timeAbout the RoleWe are seeking a skilled Financial Services Coordinator to join our team at Hargreaves Lansdown Asset Management. As a key member of our Service team, you will play a vital role in ensuring the smooth operation of our administrative processes.Key ResponsibilitiesDevelop and maintain efficient administrative systems to support the team's...
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Financial Services Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom GreenSquare Group Full timeAbout the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at GreenSquare Group. As a key member of our finance department, you will be responsible for ensuring accurate and timely service charge services are delivered, maximizing income collection and cost efficiency.Key ResponsibilitiesPrepare and monitor service charge...
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Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeWe are seeking a skilled Financial Adviser to join our team at Foresters Financial. As a Financial Adviser, you will be responsible for building and maintaining strong customer relationships, providing financial advice to help families and individuals reach their financial goals.You will enjoy the autonomy of being home-based, with the flexibility to manage...
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Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeWe are seeking a skilled Financial Adviser to join our team at Foresters Financial. As a key member of our team, you will be responsible for building and maintaining strong customer relationships.The ideal candidate will have a professional approach, drive, and determination to succeed. You will also possess strong communication skills and a working...
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Financial Operations Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Pertemps Bristol Commercial Full timeJob Title: Financial Operations CoordinatorWe are seeking a skilled Financial Operations Coordinator to join our team at Pertemps Bristol Commercial. As a Financial Operations Coordinator, you will play a crucial role in managing various aspects of the working capital cycle, including revenue assistance, credit control, and bill production and dispatch.Key...
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Financial Services Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob OverviewWe are seeking a highly skilled Financial Services Coordinator to join our team at Hargreaves Lansdown Asset Management Limited. As a key member of our Service team, you will play a vital role in ensuring the reliability and efficiency of our administrative processes.Your primary responsibilities will include:Ensuring all team administrative...
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Senior Financial Planning Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
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Senior Financial Planning Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
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Financial Controller
3 weeks ago
Bristol, Bristol, United Kingdom BrisDoc Healthcare Services Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Controller to lead our financial operations during a key transitional period. In this critical role, you will be responsible for ensuring strong financial control, delivering timely financial insights, and driving financial efficiency. You will also lead our transition to an improved...
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Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom tPS Recruitment Full timeAbout the RoleThis is an exciting opportunity to join a reputable financial services firm as an Administrator. As an IFA administrator, you will play a crucial role in supporting independent financial advisers to deliver exceptional service to clients.Key ResponsibilitiesManage administrative tasks to ensure seamless communication and organizationAssist in...
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Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom tPS Recruitment Full timeAbout the RoleThis is an exciting opportunity to join a reputable financial services firm as an Administrator. As an IFA administrator, you will play a crucial role in supporting independent financial advisers to deliver exceptional service to clients.Key ResponsibilitiesManage administrative tasks to ensure seamless communication and organizationAssist in...
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Financial Planning and Administration Expert
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeWe're looking for a motivated and conscientious Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services.As a valued member of our team, you'll have the opportunity to contribute to our strategy and make a real impact on our business.Our management style is light touch, so you'll have the trust and support you...
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Financial Operations Coordinator
9 hours ago
Bristol, Bristol, United Kingdom Pax2Pay Ltd Full timeJob DescriptionPax2Pay Ltd is a dynamic and innovative company at the forefront of virtual card issuing solutions for travel businesses.Salary: £35,000 per annum (approximate)About UsWe specialise in secure, scalable, and efficient payment solutions tailored to meet the needs of our global clientele.Role OverviewWe are seeking an organised and analytical...
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Financial Operations Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Harmonic Group Ltd Full timeHarmonic Group Ltd is seeking a highly organized and proactive Financial Operations Coordinator to join their dynamic team. The ideal candidate will handle both finance and operational activities, contributing to the company's next phase of growth.The Financial Operations Coordinator will play a critical role in ensuring the smooth operation of our finance...
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Financial Operations Coordinator
3 weeks ago
Bristol, Bristol, United Kingdom Holiday Inn Bristol - Filton Full timeFinancial Operations CoordinatorAt Holiday Inn Bristol - Filton, we are seeking a meticulous and dedicated Financial Operations Coordinator to support our financial operations and ensure accuracy in all transactions.Key Responsibilities:Maintain the financial integrity and accuracy of daily financial operations within the hotel.Accurately record and balance...