Financial Services Coordinator
2 weeks ago
At Oval Recruit, we are seeking a skilled Financial Services Coordinator to support our financial advisory & wealth management team.
This key role will encompass a range of client servicing, technical administration and support duties in a friendly stable office environment.
- Coordinate the preparation of meeting packs, illustrations, valuations, and notes to support consultants.
- Develop and maintain accurate annual reviews letters.
- Provide technical support to paraplanners and advisors as required.
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Project Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom https:www.energyjobline.comsitemap Full timeProject Coordinator - Financial ServicesYolk Recruitment is seeking an experienced and motivated Project Coordinator to join their dynamic team in the financial services industry. The successful candidate will play a key role in coordinating projects to ensure successful delivery.Key Responsibilities:Project Management: Overseeing the day-to-day delivery of...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom TSR Legal Recruitment Full timeJob Title: Financial Operations CoordinatorJob Summary: We are seeking a highly skilled Financial Operations Coordinator to join our team at TSR Legal Recruitment. As a key member of our finance team, you will be responsible for ensuring the smooth operation of our financial processes, including managing cash flow, processing invoices, and maintaining...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom TSR Legal Recruitment Full timeJob Title: Financial Operations CoordinatorJob Summary: We are seeking a highly skilled Financial Operations Coordinator to join our team at TSR Legal Recruitment. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Manage day-to-day accounts functions,...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeBrook Street NMR is seeking a dedicated Group Finance Administrator to play a pivotal role in ensuring the smooth financial operations of our growing organisation.Key Responsibilities:Financial Management: Oversee all aspects of financial coordination and payroll administration.System Development: Implement and maintain efficient financial systems and...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom TSR Legal Recruitment Full timeJob Title: Financial Operations CoordinatorJob Summary: We are seeking a highly skilled Financial Operations Coordinator to join our team at TSR Legal Recruitment. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Manage day-to-day accounts functions,...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeAt Brook Street NMR, we are seeking a highly skilled Group Finance Administrator to play a pivotal role in ensuring the smooth financial operations of our growing organisation.Key Responsibilities:Financial Management: Oversee all aspects of financial coordination and payroll administration, ensuring accuracy and efficiency.System Development: Implement and...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeJob Title: Finance AdministratorJob Summary:We are seeking a highly skilled Finance Administrator to join our dynamic team at Brook Street NMR. As a key member of our finance department, you will play a crucial role in ensuring the smooth financial operations of our growing organisation.Key Responsibilities:Financial Management: Oversee all aspects of...
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Senior Financial Services Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full timeCareer Opportunity in Financial PlanningWe are working with a leading Financial Planning firm in Cardiff to find an experienced Administrator to support their back office team.The ideal candidate will have a strong background in the Financial Planning industry and be able to work independently and as part of a team.Duties will include but not be limited...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom TSR Legal Full timeJob Summary: TSR Legal is seeking a highly skilled Financial Operations Coordinator to join their central team in Cardiff or Bristol. The successful candidate will play a crucial role in ensuring a seamless and friction-free accounts service to the legal team.Key Responsibilities:Manage day-to-day accounts functions, including maintaining cash flow, checking...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeBrook Street NMR is seeking a highly skilled Group Finance Support Specialist to play a pivotal role in the smooth financial operations of our growing organisation.Key Responsibilities:Financial Management: Oversee all aspects of financial coordination and payroll administration, ensuring accuracy and timeliness.System Development: Implement and maintain...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Full timeWe are seeking a detail-oriented Financial Operations Coordinator to support our Credit Control team. The ideal candidate will have 6-12 months of experience in a similar role or have been working in credit control administration and be looking for the opportunity to step up.Key Responsibilities:Supporting the Credit Control team with day-to-day...
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Senior Financial Transactions Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Accountancy Recruitment Wales Full timeWe are seeking a Senior Financial Transactions Coordinator to join our team at Accountancy Recruitment Wales. The ideal candidate will have AAT qualifications and proven experience as a senior bookkeeper, with proficiency in accounting software and Microsoft Excel.Key Responsibilities:Maintain organized and accurate financial records, including accounts...
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Financial Operations Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Full timeWe are seeking a detail-oriented Financial Operations Coordinator to support our Credit Control team at Yolk Recruitment. The ideal candidate will have 6-12 months of experience in a similar role or have been working in credit control administration and be looking for the opportunity to step up.Key Responsibilities:Supporting the Credit Control team with...
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CYP Service Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Victim Support Careers Full timeWe are seeking a dedicated CYP Service Coordinator to join our team at Victim Support Careers. As a key member of our digital CYP service team, you will be responsible for supporting our established and growing service, working from the comfort of your own home.This is a full-time, fixed-term contract until the end of July 2025, working 37.5 hours per week....
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Financial Services Coordinator
2 days ago
Cardiff, Cardiff, United Kingdom Heat Recruitment Full timeJob DescriptionWe are seeking a skilled Paraplanner to join our team at Heat Recruitment.Estimated Salary: £35,000 per annumThis is a hybrid working role based in Cardiff.Key Responsibilities:Build and maintain strong relationships with clients, ensuring effective communication and tailored support.Maintain compliance with terms and conditions, as well as...
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Financial Services Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full time**Role Summary:**We are seeking a highly skilled Financial Services Specialist to join our team at Redmore Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Adviser in providing excellent client service and ensuring that all financial solutions are tailored to meet our clients' needs.**Key...
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Financial Services Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Full timeAbout the RoleWe are seeking a skilled Financial Services Specialist to join our team at Redmore Recruitment. As a Financial Services Specialist, you will be responsible for building relationships with clients, reviewing and formalizing files, and attending client meetings.Key ResponsibilitiesEffectively build relationships with clients and confidently...
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Financial Services Analyst
2 days ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full timeWe are seeking a highly skilled Financial Services Analyst to join our team. The successful candidate will be responsible for building strong relationships with clients, reviewing and formalizing files, and attending client meetings as required.Role ResponsibilitiesEffectively build relationships and confidently communicate with clientsReview, check, and...
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Financial Services Consultant
3 hours ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeAbout the RoleWe are seeking a skilled Financial Services Consultant to join our IFA team. The ideal candidate will have a minimum of two years' experience in the financial services industry and hold or be studying towards a relevant Diploma level qualification.Key ResponsibilitiesProduce high-quality reports outlining recommendations and their suitability...
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Customer Service Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Workwales Full timeJob OverviewIn our Customer Support team, you will work closely with a Senior Account Manager to ensure clients receive top-tier service. Key responsibilities include:• Client Relations: Respond promptly to client inquiries and foster strong relationships.• Inventory Management: Maintain optimal stock levels and coordinate restocking efforts to meet...