Wealth Management Administrator

Looking for an exciting opportunity in the financial services industry? Our client is looking for a Wealth Adviser Assistant position to join their company. This is a fantastic opportunity to join a dynamic team and grow your career in the wealth management sector. The successful candidate will be responsible for office management and administration,...

Spectrum Wealth Group is seeking an experienced and exceptional financial planning Operations Manager, based in our Glasgow office, to drive excellence across our growing Scottish based business. This is a unique opportunity to join the leadership team of Glasgow's only 'Vouched For' top-rated firm acclaimed for its bespoke, client-centric approach to wealth...

IFA Administrator - Glasgow - 6 month FTCUp to £25,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Glasgow. Due to increased workload, they now require an Administrator for an initial 6 month period which will likely become a permanent position.You will work across the full range of wealth management...

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a large team in the Glasgow office.Key Responsibilities Key client...

Employee Benefits AdministratorRemote or hybrid from either Succesion's Glasgow or Birmingham officeAs an Employee Benefits Administrator you will work as part of a highly professional support team that enables our Planners to maintain a portfolio of employee benefits clients and ensures that the business is able to deliver an outstanding service to its...

IFA AdministratorTo £25,000 plus benefitsIFA Administrator required by this growing wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking.Supporting a Financial Planner you will be responsible for providing full administration and...

MCS Group are proud to be partnering with a leading modern wealth management firm who are seeking to recruit a Client Administrator for their successful team.The ClientMy client is is the UK's leading integrated wealth management and professional services group. They strive to provide the best solutions and customer service to their clients and rank as one...

One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow. Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth management focused role. This opportunity would suit somebody who is a...

Investment Administrator - Glasgow - Salary Negotiable to £35,000 plus company benefitsMBF are currently working with a National Wealth & Investment Management organisation who are looking to recruit a Client Services Administrator to support their Investment Management team.The role is focused on being the primary point of contact for clients, assuming the...

Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The Jobholder will also support the Commercial Director with his day to day management responsibilities, and oversee the smooth running of the...

_RBC Brewin Dolphin is one of the leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. _- We specialise in helping clients protect and grow their wealth by creating...

IFA Administrator£26,000Glasgow Monday - FridayAre you looking to move to a larger company with genuine opportunities to grow and develop your own skills and career? Looking to work with like-minded individuals, as part of a team that increases everyone's efficiency? If this sounds like you, then this could be the opportunity for you This is an opportunity...

IFA AdministratornCompetitive SalarynPermanentnGlasgowMeraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will...

Job Ref:RBH11399Branch:RBHLocation:RBH Head Office GlasgowSalary/Benefits:£25000 per annumContract type:PermanentHours:Full TimeShift pattern:FlexibleHours per week:37.5Posted date:02/02/2023Closing date:18/03/2023JOIN OUR FAMILYAt RBH we believe our people are our biggest assets and understand the value in putting them first. Our approach to diversity in...

RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.We specialise in helping clients protect and grow their wealth by creating...

IFA AdministratorCompetitive SalaryPermanentGlasgowMeraki Talent is collaborating with a well-established financial planning/wealth management organization situated in Glasgow. They are in search of a skilled and motivated Administrator who preferably possesses prior experience in a financial planning administrative position. As a key member of the team, you...

Recruit UK are hiring for two dedicated and detail-oriented Financial Services professionals to join a thriving Investment Management & Wealth Management firm in Glasgow. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey. This role is a 12 month fixed term contract with scope for...

Role: Project Administrator Contract: 6 months+ Location: Glasgow - Hybrid working Rate: 115/per day PAYE Hours: 40 per week SRG are currently recruiting for a Project Admin to join a highly regarded client due to company growth based in Glasgow on an initial 6 month contract with the view of extension. As the Project Administrator you will support...

Product Propositions Executive | S2 | Wealth Management & Insurance | Glasgow/Milton KeynesCountry: United KingdomWHAT YOU WILL BE DOINGInterested in part-time, job-share, flexible working and hybrid locations? We want to talk to youJoin our community.As part of a well-established team you'll review investment product marketing material and technical...

EZ Waste is a growing company that is passionate about making a positive impact on the environment. We are looking for a dynamic and customer-focused individual to join our team as an Office Administrator / Credit Controller.Responsibilities: Perform general office administration duties, including document management and client communication. Manage credit...