Financial Service Consultant jobs in West Midlands

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FINANCIAL SERVICES ADMINISTRATOR

Booking appointment for clients. Completing pre-meeting administrative tasks and sending out welcome packs. Log all client calls and queries into an internal CRM system. Ensure protocols are followed, including FCA, GDPR. Inputtin...

CompanyHays Specialist Recruitment Limited
AddressWolverhampton, West Midlands
CategoryAdministrative
Salary£25,000 - £27,000 Annual
Job typePermanent
Date Posted 3 hours ago See detail

Financial Services Administrator New

Hays Specialist Recruitment Limited

Wolverhampton, West Midlands

£25,000 - £27,000 Annual

Booking appointment for clients. Completing pre-meeting administrative tasks and sending out welcome packs. Log all client calls and queries into an internal CRM system. Ensure protocols are followed, including FCA, GDPR. Inputtin...

Financial Customer Service Executive New

Name Confidential

Swindon, Staffordshire

Negotiable

We here at Siamo are currently recruiting for a Financial Customer Service Executive for our client in Swindon.Are you looking to progress your career? With great support and academic investment from our client. Working alongside...

Financial Services / Management Assessor

Km Education Recruitment Ltd

Staffordshire, England

£30,000 - £35,000 per annum

Train, assess and deliver full Apprenticeship Standards in Operations /DepartmentalManager atlevel 5 and Financial Services up to level 3.. Deliver fulltraining and support learners through their Functional Skills Mathsand E...

Financial Services Administrator

Tirebuck Recruitment

West Midlands, England

£30,000 - £35,000 per annum

Conduct research and analysis to support clients and advisers in understanding their requirements. Compile new business files, collaborating with external paraplanners when necessary, and maintain responsibility for client files a...

Senior Financial Services Administrator

Heat Recruitment

Worcestershire, England

28 days holiday, plus bank holidays. Flexible hybrid working - up to 4 days from home. Birthday day off. Income protection for up to 5 years. Pirkx online discounts and cashback plus 24-hour access to a GP. 4x salary death in serv...

Financial Consultant - Stock Reconciliation

Mitchell Adam

West Midlands, England

£80,000 - £90,000 per annum

Be a qualified accountant (ACA, ACCA, CIMA) with knowledge of the E-commerce or Retail industry, our client will be particularly impressed with a Big Four Background. Demonstrate strong knowledge of global stock accuracy, stock ad...

Financial Services Administrator

Hays Specialist Recruitment Limited

West Midlands, England

£25,000 - £27,000 per annum

Booking appointment for clients. Completing pre-meeting administrative tasks and sending out welcome packs. Log all client calls and queries into an internal CRM system. Ensure protocols are followed, including FCA, GDPR. Inputtin...

Client Services Manager- Chartered Financial planning Firm

Njr Recruitment

Shrewsbury, Shropshire

35000.00 GBP Annual

Client Services Manager - Chartered Financial Planning Firm Locations: Shrewsbury/StaffordSalary: 25,000 - 35,000Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join th...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £30,000/annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £25,000/annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Senior Financial Services Administrator

Recruit Uk

West Midlands, England

£28,000 - £35,000 per annum

Experience as an IFA Administrator in a Wealth Management company. Excellent written and verbal communication skills. Ability to work independently and as part of a team....

Financial Services Administrator

Oakley Recruitment

Birmingham, West Midlands

30000.00 GBP Annual

Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships click apply for full job details...

Financial Services Administrator

Recruit Uk

Worcestershire, England

£25,000 - £30,000 per annum

Salaries up to 30,000 (negotiable dependent on your experience). 28 days holiday, plus bank holidays - as well as your Birthday day off. Flexible home and office working. Income protection. Online discounts portal. 4 x DIS. 5% ma...

Financial Services Administrator

Pertemps Redditch Commercial

West Midlands, England

£25,000 - £30,000 per annum

Provide effective and efficient administrative support to a number of independent financial advisers and their clients. Process new business ensuring that all information input is accurate and is completed in a timely manner. Be a...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

West Midlands, England

£20,000 - £25,000 per annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Junior Financial Services Administrator, Solihull (NT-2034)

Clever-Hr

Solihull, West Midlands

£18,000 - £22,000 Annual

Supporting the team in organising client meetings and appointments. Providing administrative support to the financial planning team, including data entry, filing, and record keeping. Maintaining accuracy of client information and...

Service Transition Analyst / Manager / Consultant

Akkodis

West Midlands, England

£500.00 - £650.00 per day

Strong Service Transition. ITIL Certified. Experience on a Datacentre / Cloud / Azure Exit / Migration - programme involves moving to a multi supplier environment and insourcing/outsourcing. Defining Criteria for Midrange, Azure,...

Recruitment Consultant, Business Services

Tmr Group Ltd

West Midlands, England

£26,000 - £30,000 per annum

Advising and placing Administration, Customer Service and Operations candidates. Engaging with our current client base offering suitably candidates. Providing consultative advice to clients regarding vacancies and candidates avail...

Financial Crime Consultant

Coventry Building Society

Coventry, West Midlands

Up to £44,370 dependent on experience

28 days holiday a year plus bank holidays and a holiday buy/sell scheme. Annual discretionary bonus scheme. Personal pension with matched contributions. Life assurance (6 times annual salary)....

Financial Affairs Service - Administrator

Staffordshire County Counci

Stafford, Staffordshire

£23893 - £25119

Use of online financial systems to process payments in accordance with financial regulations & audit requirements. Maintaining and monitoring ICT systems including the input and retrieval of data. Producing high level, accurate do...

Apprentice Financial Client Services Executive

Winner Recruitment

Birmingham, West Midlands

£7.50/hour

Quick Learner: Ability to rapidly absorb and apply new information. Service Excellence: A positive and customer-centric attitude. Communication Skills: Strong verbal and written communication abilities. IT Proficiency: Competency...

Financial Affairs Service - Administrator

Staffordshire County Council

Stafford, Staffordshire

£23893 - £25119

Use of online financial systems to process payments in accordance with financial regulations & audit requirements. Maintaining and monitoring ICT systems including the input and retrieval of data. Producing high level, accurate do...

Interim Service Charge Consultant

Robertson Bell

West Midlands, England

£300.00 - £350.00 per day

Review current Service Charge processes. Make recommendations for changes and process improvements. Complete Service Charge statements for 23-24 so that the organisation can move from fixed to variable Service Charges. Liaise with...

Financial Client Services Executive

Winner Recruitment

Birmingham, West Midlands

£25,000 - £35,000/annum

Engage with clients in a professional and courteous manner, addressing inquiries and providing support as needed. Conduct thorough product and market research to enhance client interactions and provide tailored solutions. Maintain...