Financial Planning Administrator
3 weeks ago
Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow? Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team. This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly defined bonus structure. Backed by a skilled paraplanning and administrative support team, you'll have the resources to focus on what you do best—providing expert financial advice. Build and nurture client relationships through face-to-face meetings in the office, clients' homes, or their business premises.
Conduct comprehensive reviews of clients' financial situations, understanding their current provisions and future goals.
Analyse client information and design bespoke financial plans tailored to their unique needs.
Perform risk assessments and deliver sound advice, ensuring clients are informed about the best products and services for them.
Stay up to date with the latest market trends, financial products, and regulations, offering insights on both new and existing offerings.
Develop clear, strategic financial roadmaps, empowering clients to make well-informed decisions.
Continuously monitor and adjust financial strategies as clients' needs evolve over time.
The ideal candidate will be a highly experienced financial advisor, preferably chartered or working towards it, and will have held Competent Advisor Status (CAS) essential. While a background in specialised advice areas is welcome, we seek an advisor comfortable offering holistic financial guidance to a diverse range of clients.
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Paraplanning Administrator
5 months ago
Glasgow, United Kingdom Simple Financial Planning Ltd Full time**Paraplanner Administrator** **Glasgow** **Up to £20,000 plus benefits** We are seeking an individual to join an excellent Financial Planning firm and work with their small and friendly team in Glasgow. This role is a perfect opportunity to join a small firm and make a big impact. This role will teach you everything you need to know from the ground up...
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Financial Planning Administrator
5 months ago
Glasgow, United Kingdom Aspire Search Consultants Full timeFinancial Planning Administrator / Glasgow / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow. In addition to administrative tasks, role holders can also...
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Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator OpportunityEden Scott is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in central Glasgow. As a key member of the financial planning team, you will provide critical support to financial planners, ensuring the smooth operation of the team.Key Responsibilities:Prepare...
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Financial Planning Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full timePensions and Investments AdministratorJohnstonGreer Ltd is seeking an experienced Administrator to join their team in a Financial Planning environment. The successful candidate will be responsible for maintaining and updating back-office databases, operating across Pensions and Investments.Key Responsibilities:Maintain and update back-office databaseThe...
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Senior Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeOur client, a leading wealth manager, is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the financial planning team, you will provide administrative support to the team of financial planners, preparing valuation reports, maintaining internal databases, processing new business, and...
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Financial Planning Assistant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeJob SummaryWe are seeking a highly skilled and organized individual to join our team as a Financial Planning Assistant. In this role, you will provide administrative support to our Financial Planning Managers and collaborate with the administration team to ensure the smooth processing of new and existing business.Key ResponsibilitiesProvide administrative...
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Financial Planning Assistant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeJob Role OverviewThe role of Financial Planning Assistant at Brewin Dolphin involves providing essential support to our Financial Planning Managers and collaborating with the administration team on a daily basis. This position requires a high level of accuracy, numeracy, and attention to detail, as well as excellent communication skills and the ability to...
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Client Support Administrator, Financial Planning
5 months ago
Glasgow, United Kingdom abrdn Full timeJob 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 strategy is to...
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Client Support Administrator, Financial Planning
5 months ago
Glasgow, United Kingdom 1825 Full timeJob 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 strategy is to...
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Financial Planning Assistant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeJob Role OverviewThe role of Financial Planning Assistant at Brewin Dolphin involves providing dedicated support to our Financial Planning Managers and collaborating with the administration team on a daily basis.Key ResponsibilitiesFacilitate the smooth processing of new and existing businessAssist with monitoring the performance and work throughput of the...
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Client Support Administrator, Financial Planning
5 months ago
Glasgow, United Kingdom 1825 Full timeJob 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 strategy is to...
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Financial Planning Assistant
1 month ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week.Key Responsibilities:Support...
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Client Support Administrator, Financial Planning
5 months ago
Glasgow, United Kingdom abrdn Full timeJob 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 strategy is to...
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Financial Planning Assistant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week.Key Responsibilities:Support financial planners with research and report...
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Glasgow Financial Services Administrator Lead
18 hours ago
Glasgow, Glasgow City, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeExciting Opportunity: Senior AdministratorAbout Us:We are a leading Partner Practice of St. James's Place Plc, a highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Key Details:Location: GlasgowSalary: Up to £28,000 per annum (dependent on...
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Financial Planning Assistant
4 weeks ago
Glasgow, United Kingdom Heat Recruitment Ltd Full timeJob Title: Financial Planning AssistantJob Summary: We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will provide administrative support to our financial planners, ensuring the smooth delivery of our services to clients.Key Responsibilities:Obtain information for...
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Wealth Planning
5 months ago
Glasgow, United Kingdom EB Recruitment Ltd Full time**EB Recruitment has a fantastic opportunity for an Administrator to join the Wealth Planning team of a growing legal firm in Glasgow City Centre.** This role will focus on providing effective administrative support to the Financial and Wealth Planning team to ensure an efficient processing of business and to deliver a high quality service to clients. -...
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Financial Administrator
1 month ago
Glasgow, United Kingdom BTO Solicitors LLP Full timeFinancial AdministratorBTO Solicitors LLP is seeking a skilled Financial Administrator to join their team in Glasgow. The successful candidate will be responsible for managing a varied and busy workload, providing an efficient and effective financial administrative service to clients, partners, and staff.Key Responsibilities:Preparation and processing of fee...
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Financial Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeAbout the Role:G2 Legal Limited is seeking a skilled Financial Administrator to join its Finance team in Glasgow. As a Billing Support Specialist, you will provide financial administrative support to the firm's clients, partners, and staff.Key Responsibilities:Perform a variety of administrative tasks, including preparation and processing of fee notes,...
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Senior Financial Services Administrator
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeJob Title: Senior Financial Services AdministratorA financial planning administrator is needed to support a team of financial planners at Eden Scott. The ideal candidate will have a strong understanding of the market, compliance requirements, and time management skills.Key Responsibilities:Preparation of valuation reportsMaintenance of internal...