Administrative Assistant, Wealth Planning, Glasgow

6 months ago


Glasgow, United Kingdom Wright, Johnston & Mackenzie Full time

We are a growing firm, currently with 34 Partners, specialising in the areas of private client, commercial property, corporate, commercial dispute resolution, renewable energy, healthcare, telecoms and family businesses. We have offices in Glasgow, Edinburgh, Inverness, Dunfermline and Dunblane.

The role

We are looking for an experienced Financial Planning Administrative Assistant to join our Wealth Planning team in Glasgow. Our Wealth Planning team sit within our Private Client team and provides a specialist Wealth Planning service to clients. In this role, you will provide investment administrative support to the Wealth Planning team using our Inteliflo system to record new business and commissions, dealing with investment sales and purchases, investment reconciliation and providing valuations and custody statements for clients. You can also expect to have daily telephone contact with investment and insurance companies/other product providers.

This is a service-focused and busy wealth planning environment where everyone works as a together so teamwork and positive attitude is imperative.

If you have the experience and attributes described, are commercially and client focused, can provide excellent technical service and deliver on time this is a great opportunity to become a key part of our team.
- Wright, Johnston & Mackenzie LLP is committed to providing equality of opportunity in employment and to developing working practices and policies that support work-life balance._
- We are happy to discuss flexible working and offer a hybrid working model for most roles._
- Please tell us if you require any reasonable adjustments during the recruitment process._


  • Wealth Planning

    6 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. -...


  • Glasgow, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...


  • Glasgow, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial...


  • Glasgow, United Kingdom Succession Wealth Full time

    _**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ - **12-Month Fixed-Term Contract**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA...

  • Aab Wealth Graduate

    6 months ago


    Glasgow, United Kingdom AAB Full time

    VACANCY NUMBER - VN429 EMPLOYMENT TYPE - Permanent LOCATION - Glasgow JOB DETAILS **_ Do you want to become a Wealth Graduate?_** - AAB Wealth is looking for the next generation of graduates to join our growing Glasgow team. _ - AAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with...

  • Clerical Assistant

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Glasgow Full time

    About the Role We are looking for a skilled and experienced Clerical Assistant to join our team in Glasgow City Council. As a key member of the Customer & Business Services (CBS) team, you will provide administrative support to the council family, employees, and citizens of Glasgow. Your main duties will include providing administrative support, processing...


  • Glasgow, United Kingdom Utopian Professional Recruitment Full time

    **Glasgow** **£31,000** Utopian Professional Recruitment are delighted to be working with our Glasgow based client in the legal and wealth management sector who are looking to expand their team with a Wealth Management Administrator **Your key responsibilities will include**: - Providing day to day administration support to the Wealth Managers - Ensure...


  • Glasgow, Glasgow City, United Kingdom Glasgow Full time

    Job OverviewThe role of Construction Contract Administrator presents a unique opportunity to deliver key projects within the Property and Consulting Services department of Glasgow City Council.This position involves working with a team responsible for cost and contract administration duties on various council services. Key responsibilities include assisting...


  • Glasgow, United Kingdom Aspire Search Consultants Full time

    Financial 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...


  • Greater Glasgow, United Kingdom Heat Recruitment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Assistant to join our wealth management team in Glasgow. As a key member of our organization, you will play a vital role in supporting the growth and success of our business.The ideal candidate will have strong administrative experience, with a proven track record of...


  • Glasgow, Glasgow City, United Kingdom Successionwealth Full time

    Job RoleWe are looking for a skilled Administrator to join our Client Delivery team, supporting our Wealth Planners in providing high-quality services to our clients.Main TasksObtain policy details from policy providers and create policy illustrationsProcess new business applications and track their progressDevelop strong relationships with clients to ensure...


  • Glasgow, Glasgow City, United Kingdom Glasgow Guarantee Recruitment Full time

    Job DescriptionGlasgow Guarantee Recruitment is currently seeking a highly motivated and organized Administrative Support Professional to join their team at Queen's Park. This role offers the opportunity to develop your skills and gain experience in a fast-paced administrative environment.About the Role:This position involves providing clerical and...

  • Dental Administrator

    6 months ago


    Glasgow, United Kingdom Orthodontic Lounge Glasgow Full time

    Job Vacancy: Administrative Dental Administrator for Orthodontic Lounge Glasgow (Part-Time/Full-Time) Company: Orthodontic Lounge Glasgow Location: Buchanan Street, Glasgow City Centre Type: Part-Time or Full-Time **Job Description**: Are you an organized and detail-oriented professional seeking an administrative role in the heart of Glasgow's city...


  • Glasgow, Glasgow City, United Kingdom Glasgow Full time

    About This RoleThis Architect/Urban Design Officer role offers an exciting opportunity to join our dynamic team and contribute to the delivery of high-quality developments across Glasgow.Key ResponsibilitiesProvide expert architectural and urban design advice on development proposals, policy guidance, and regeneration initiatives.Work closely with...


  • Glasgow, Glasgow City, United Kingdom Glasgow Full time

    Glasgow Career OpportunityAre you a dedicated and passionate educator looking for a new challenge? Do you want to make a difference in the lives of children in Glasgow? We are seeking a skilled Primary Teacher to join our team and contribute to the development of our students.About the RoleThis is a full-time position, requiring a minimum of 35 hours per...


  • Glasgow, Glasgow City, United Kingdom Glasgow Full time

    About the RoleWe are seeking a dedicated and passionate education professional to join our team in Glasgow. As a Class Teacher, you will play a vital role in inspiring the learning of our children and young people.Key Responsibilities:To teach and support students in a Glasgow school settingTo develop and implement engaging lesson plans that cater to diverse...

  • Events Assistant

    3 weeks ago


    Glasgow, United Kingdom Glasgow Life Full time

    Job Description Glasgow Life is looking for an Events Assistant – Venue Hire to join us on a 35hrs (full time) permanent contract. As Events Assistant you will be joining our in-demand Arts, Music & Cultural Venue team. You will be part of a dedicated team which supports Cultural Venue Hire. More about our Arts and Music teamsAs an Events Assistant...


  • Glasgow, United Kingdom Integro Partners Full time

    Wealth Management Administrator Up to £30K Glasgow Central Hybrid working - Looking for an opportunity to join a larger firm, with internal progression at the forefront of their plans?- Wanting to sit your Diploma and require support to do this?- Looking for a more favorable work / life balance?If any of the above are true, then get in touch… A Glasgow...

  • Events Assistant

    2 weeks ago


    Glasgow, United Kingdom Glasgow Life Full time

    Job DescriptionGlasgow Life is looking for an Events Assistant – Venue Hire to join us on a 35hrs (full time) permanent contract.As Events Assistant you will be joining our in-demand Arts, Music & Cultural Venue team.You will be part of a dedicated team which supports Cultural Venue Hire.More about our Arts and Music teamsAs an Events Assistant – Venue...


  • Glasgow, Glasgow City, United Kingdom Glasgow Full time

    About Glasgow City Council Glasgow City Council is seeking a highly skilled and motivated Customer Service and Administrative Clerk to join our team. As a key member of the Customer & Business Services (CBS) team, you will provide administrative support to the council family, employees, and citizens of Glasgow. Your main duties will include providing...