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Financial Administrator
1 week ago
FINANCIAL ADMINISTRATOR- Job DescriptionOur national Wealth Management client is growing and is looking to build the team with excellence in their Glasgow office.Primary Tasks: Application Processing
- Prepare application forms for many different plan types (investment including IHT plans and offshore products, life including income protection and relevant life cover and pension including SIPPs and SSASs) with 20+ different providers with varying requirements and processes;
- Vet and process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion;
- Update business trackers and actively maintain the client record with notes regarding all activity undertaken;
- Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all actions required and set up accurate work tasks.
- Action changes to clients' policies as instructed e.g. fund switches, withdrawals, income payments etc.
- Accurately maintain all client records with any activity undertaken;
- Assist in answering telephone calls related to cases in progress;
- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation;
- Attend and contribute to Team and staff meetings;
- Take responsibility for managing own workload and proactive problem solving;
- Actively look for and contribute to process improvements for the benefit of all Team members;
- Support Team Leader and other Team members with higher workloads;
- Undertake personal training to maintain and develop knowledge and communicate with the rest of the team;
- Actively manage and monitor a rolling caseload of 30 to 40 client applications and servicing requests;
- Stay calm under pressure;
- Prioritise own workload effectively;
- Work independently;
- Adapt to a fast-changing environment working with Team Leaders and Senior Managers as well as helping other staff.
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Financial Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Rangers Football Club Full timeBACKGROUNDRangers Football Club, formed in 1872, is one of the world's longest established and most successful clubs, having won 55 League titles, 34 Scottish Cups, 27 League Cups and the European Cup Winners' Cup in 1972. This collection of titles and cups makes Rangers the most successful club in the world, and it is currently the 9th strongest football...
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Financial Planning Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Full timeFinancial Planning Administrator£22,000 to £26,000 plus benefitsIFA Supporequired by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in administration the firm will look to move you into paraplanning.- servicing existing business- liaison with Providers- valuations...
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Financial Service Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Meraki Full timePension Admin Financial ServicesMeraki Talent's industry leading Financial Services client are looking for a Financial Services Administrator to join a leading Pension and Investment firm based in Glasgow.This is a key role as you will be providing administration and project support as well as assisting the implementation of pension admin...
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Senior Financial Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Rangers Football Club Full timeJOB TITLE: Senior Financial AdministratorREPORTING LINE: Head of TicketingDEPARTMENT: Ticket CentreLOCATION:Ibrox StadiumCONTRACT:Permanent, Full TimeTHE ROLEAn exciting opportunity has arisen to join the Ticket Centre as a Senior Financial Administrator. The purpose of this role is to provide financial, administrative, and clerical services in order to...
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Financial Planning Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeRBC 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...
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Financial Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Mott MacDonald Full timeAbout the roleWorking within our highly skilled and growing finance team, you will be providing a broad range of financial services within the Energy Networks Division, as well as the wider Energy Unit (EEN).This is a diverse and stimulating role which will give you the opportunity to develop your career.You will be supporting the Divisional Accountant, who...
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Financial Services Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Limited Full timeMeraki Talent are looking to appoint an experienced Financial Services Administrator who has gained experience within investment operations.Key duties will include; Processing management fees Liaising with Fund Managers with fee listings Processing fees within strict SLAs Collating and producing meaningful MI Processing closures and any adhoc fees for...
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Glasgow, Glasgow City, United Kingdom abrdn Full timeJob Description Job Description- abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. Our...
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Glasgow, Glasgow City, United Kingdom abrdn Full timeJob Descriptionabrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.Our strategy is to build...
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Glasgow, Glasgow City, United Kingdom 1825 Full timeJob Descriptionabrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.Our strategy is to build...
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Financial & Commercial Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Cleartech Group Ltd Full timeCleartech Group are one of the UK's leading water treatment and HVAC commissioning specialists - with offices in Glasgow, Sunderland and London.Working for a wide range of MEP Contractors and Blue-Chip end users in the FM Sector, Cleartech are a well-established company striving for long-lasting partnerships and continuous improvement in quality and...
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Ifa Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Full timeIFA Administrator£22,000 to £26,000 plus benefitsIFA Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning.- servicing existing business- liaison with Providers- valuations amd...
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Trainee Financial Planner
1 week ago
Glasgow, Glasgow City, United Kingdom ASPIRE SEARCH CONSULTANTS LLP Full timeTrainee Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid workingDue to continued growth, our client is seeking a Glasgow-based Trainee Financial Planner to assist with developing its award-winning wealth offering further and eventually inherit a client portfolio.Extremely client-focused, this well-established, secure and...
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Trainee Financial Planner
1 month ago
Glasgow, Glasgow City, United Kingdom ASPIRE SEARCH CONSULTANTS LLP Full timeTrainee Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid workingDue to continued growth, our client is seeking a Glasgow-based Trainee Financial Planner to assist with developing its award-winning wealth offering further and eventually inherit a client portfolio.Extremely client-focused, this well-established, secure and...
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IFA Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom meraki talent ltd Full timeIFA 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...
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IFA Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeIFA 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...
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Finance Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom University of Strathclyde Full timeFaculty of EngineeringThe Department of Architecture within the University of Strathclyde is looking to appoint a Finance Administrator. This is a permanent post with responsibility for the administration of finances for all operational activities across the Department. This role is based on campus with flexibility for partial working from home.FTE: 1 (35...
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Ifa Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Full timeIFA 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...
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IFA Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeIFA 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...
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Senior Pensions Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Full timeSenior Pensions AdministratorTo £34,000 plus benefits and bonusSenior Pensions Administrator required by this successful consultancy that is well established across a range of pension and actuarial services for DB schemes. They are looking to enhance and strengthen the existing team with the recruitment of an experiencedand skilled pensions...