Current jobs related to Financial Services Administrator - Stirling - JohnstonGreer

  • Administrator Financial Services

    4 weeks ago

    Stirling, United Kingdom tPS Recruitment Full time

    General AdministrationSupporting AdvisorsFriendly tam The Role Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Stirling. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product...

  • Financial Services Administrator

    3 days ago

    Stirling, Stirling, United Kingdom tPS Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Stirling. As a key member of our team, you will be responsible for providing exceptional administrative support to our clients and colleagues.Key ResponsibilitiesAssist with reviews and customer requests, acting as a point of contact for...

  • Financial Services Administrator

    3 days ago

    Stirling, Stirling, United Kingdom tPS Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Stirling. As a key member of our team, you will be responsible for providing exceptional administrative support to our clients and colleagues.Key ResponsibilitiesAssist with reviews and customer requests, acting as a point of contact for...

  • Financial Services Administrator

    2 weeks ago

    Stirling, Stirling, United Kingdom tPS Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at tPS Recruitment. As a key member of our team, you will be responsible for providing exceptional administrative support to our clients and colleagues.Key ResponsibilitiesAssist with reviews and customer requests, acting as a point of...

  • Financial Services Administrator

    2 weeks ago

    Stirling, Stirling, United Kingdom tPS Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at tPS Recruitment. As a key member of our team, you will be responsible for providing exceptional administrative support to our clients and colleagues.Key ResponsibilitiesAssist with reviews and customer requests, acting as a point of...

  • Financial Services Administrator

    2 weeks ago

    Stirling, Stirling, United Kingdom tPS Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at tPS Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and ensuring the smooth operation of our office.Key ResponsibilitiesClient Support: Assist with reviews...

  • Practice Administrator

    2 weeks ago

    Stirling, Stirling, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Practice Administrator - Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Practice Administrator to provide administrative support to a team of Financial Advisers within a senior Partner Practice office. The successful candidate will be responsible for providing exceptional customer service, managing day-to-day...

  • Practice Administrator

    2 weeks ago

    Stirling, Stirling, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Practice Administrator - Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Practice Administrator to provide administrative support to a team of Financial Advisers within a senior Partner Practice office. The successful candidate will be responsible for providing exceptional customer service, managing day-to-day...

  • Trainee Financial Planning Administrator

    4 months ago

    Stirling, United Kingdom Recruit UK Full time

    A small and collaborative company in Stirling are looking to bring on a Trainee Financial Planning Administrator. This firm provides independent financial advice to their loyal client base whom they've been servicing for a number of years. This will provide you with an opportunity to enter the Financial Planning profession with a clear cut career path....

  • Service Administrator

    4 months ago

    Stirling, United Kingdom The Food Train Ltd Full time

    **Title**:Service Administrator **Hours**:Full Time 35 Hours Per Week **Responsible to**:Regional Manager (Line Manager) **Contract**: Permanent **Location**:based within the Stirling Office, but travel throughout the local authority area may be required from time to time, with potential occasional visits to other Food Train branches. **Background to...

  • Interim Financial Administrator

    4 weeks ago

    Stirling, United Kingdom Office Angels Full time

    Temporary Finance Administrator (Stirling)Overview:Our client is in search of a diligent Temporary Finance Administrator to enhance their operations.Key Responsibilities:- Take charge of all financial administration tasks for the department.- Previous experience with Sage 200 is a plus, though not mandatory.- Maintain an organized schedule with future tasks...

  • Interim Financial Administrator

    4 weeks ago

    Stirling, United Kingdom Office Angels Full time

    Temporary Finance Administrator (Stirling)Our client is looking for a diligent Temporary Finance Administrator to support their operations. In this position, you will be responsible for overseeing all financial administration tasks for the department. Previous experience with Sage 200 is beneficial, but not mandatory.It will be essential to maintain an...

  • Interim Financial Administrator

    4 weeks ago

    Stirling, United Kingdom Office Angels Full time

    Temporary Finance Administrator (Stirling)Our client is in search of a diligent Temporary Finance Administrator to enhance their operations.In this position, you will have the unique chance to oversee all financial administrative tasks for the department. Familiarity with Sage 200 software is a plus, though not mandatory.Keeping an organized schedule with...

  • HR Administrator

    1 day ago

    Stirling, Stirling, United Kingdom Escape Recruitment Services Full time

    Job OpportunityEscape Recruitment Services is seeking a skilled HR Administrator to support our client, a thriving manufacturing organization in the Stirling area.Key Responsibilities:Update and maintain HR databases and recordsTake minutes at HR meetings and ensure accurate documentationPrepare confidential letters and reportsManage HR spreadsheets,...

  • HR Administrator

    1 day ago

    Stirling, Stirling, United Kingdom Escape Recruitment Services Full time

    Job OpportunityEscape Recruitment Services is seeking a skilled HR Administrator to support our client, a thriving manufacturing organization in the Stirling area.Key Responsibilities:Update and maintain HR databases and recordsTake minutes at HR meetings and ensure accurate documentationPrepare confidential letters and reportsManage HR spreadsheets,...

  • Financial Services Professional

    7 days ago

    Stirling, Stirling, United Kingdom JohnstonGreer Full time

    Financial Services Career Opportunity **About the Role** We are seeking a highly motivated Graduate Trainee to join our team at JohnstonGreer, a specialist consultancy in the Financial Services sector. As a Graduate Trainee, you will be responsible for providing exceptional client service, processing investment paperwork, and setting up new client...

  • Financial Services Professional

    7 days ago

    Stirling, Stirling, United Kingdom JohnstonGreer Full time

    Financial Services Career Opportunity **About the Role** We are seeking a highly motivated Graduate Trainee to join our team at JohnstonGreer, a specialist consultancy in the Financial Services sector. As a Graduate Trainee, you will be responsible for providing exceptional client service, processing investment paperwork, and setting up new client...

  • Financial Services Professional

    1 week ago

    Stirling, Stirling, United Kingdom JohnstonGreer Full time

    Financial Services Career Opportunity **About the Role** We are seeking a highly motivated Graduate Trainee to join our team at JohnstonGreer, a specialist consultancy in the Financial Services sector. As a Graduate Trainee, you will have the opportunity to develop your skills and knowledge in a dynamic and fast-paced environment. **Key...

  • Financial Services Professional

    1 week ago

    Stirling, Stirling, United Kingdom JohnstonGreer Full time

    Financial Services Career Opportunity **About the Role** We are seeking a highly motivated Graduate Trainee to join our team at JohnstonGreer, a specialist consultancy in the Financial Services sector. As a Graduate Trainee, you will have the opportunity to develop your skills and knowledge in a dynamic and fast-paced environment. **Key...

  • Mortgage Administrator

    2 days ago

    Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time

    Mortgage Case Manager (Part-Time)Join JohnstonGreer Ltd, a leading recruitment agency specializing in the Financial Services, Mortgage, and Pension sectors, as a Mortgage Administrator. This part-time opportunity (approximately 15-18 hours) offers the flexibility to work from home.As a Mortgage Administrator, you will be responsible for handling all aspects...

Financial Services Administrator

3 months ago

Stirling, United Kingdom JohnstonGreer Full time

Financial Services Administrator

To £24,000 plus benefits

Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.

Working in support to Financial Planners you will be responsible for -

  • liaison internally with Advisors, Paraplanners and Managers
  • new business
  • valuations and quotations
  • provider and third-party liaison
  • compliance and record keeping
  • client management via industry database
  • good level of client contact
  • prepare for client meetings
  • general office support

Applicants must have core support experience within a Financial Services environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing perman