Financial Services Administrator
5 months ago
_**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 Administrator to join our Client Delivery team. You will be working as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.
**We’re proud to provide opportunities for people with the energy and skills to drive their careers and contribute to team success. If that’s you, we’d be delighted to talk to you**
- **The role**_
The primary purpose of the role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.
**On a day-to-day basis you can expect to be**:
- Liaising with policy providers for policy details and obtaining policy illustrations.
- Co-ordinating wealth planner’s diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
**You will need**:
- At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
- Experience of XPLAN is desirable.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.
- **Who are Succession Wealth?**_
Established in 2009 and recently acquired by Aviva, we are a leading financial planning and wealth management firm of more than 200 Wealth Planners nationwide, delivering high-quality independent financial advice to more than 20,000 clients.
Our Wealth Planners along with their Support Teams are committed to forming long-lasting relationships with both our private and commercial clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege.
- **Why join our Team?**_
We offer a **competitive basic salary, annual pay reviews **and performance linked increases as well as a fantastic range of benefits (see below).
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, accounting & finance.
- Clear career pathways and endless internal job opportunities.
**Our core benefits include**:
- 25 days annual leave a year (increasing every year for 3 years), plus bank holidays and additional days off at Christmas.
- Excellent company pension scheme with a generous employer contribution
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay
- Enhanced maternity, paternity and adoption pay
- Up to 40% discount on Aviva Insurance & Investment products
- Group Life Assurance Scheme: 8 x salary
- Group Income Protection (financial support during long term illness)
- Benefit Hub; discounts on shopping, dining out, holidays and lots more
- A range of health benefits including eye care vouchers and flu vaccinations
- Voluntary flexible benefits platform including Private Medical Insurance, MediCash Plan, Dental Insurance and Critical Illness.
- Community Days and Company Events.
- Wellbeing Support including: mental health first aid, menopause support, parental and compassionate leave.
We also provide an **excellent IT package** so that you can work effectively from home, as well as funding for bigger items to enable **safe and ergonomic working** from home.
**Job Types**: Full-time, Temporary contract, Fixed term contract
**Salary**: £25,000.00-£28,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- Work from home
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Glasgow: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Administrative: 1 year (required)
- Financial services: 1 year (preferred)
Work Location: Hybrid remote in Glasgow
Reference ID: CDLGlas
-
Glasgow Financial Services Administrator Lead
22 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...
-
Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly organized and detail-oriented Financial Services Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver exceptional service to our clients.Key...
-
Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeAbout the Role:The Administration Assistant will work within the operations team and provide administrative support to our small team of Independent Financial Planners and our review team.Key Responsibilities:Acknowledge, vet and process new business applications for all products in an accurate and timely manner.Check and field enquiry emails.Prepare...
-
Senior Administrator
2 weeks ago
Glasgow, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior AdministratorLocation - Glasgow Salary - Up to £28,000 (DoE)Hours - Full-time / In OfficeWorking as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent opportunity has arisen for a professional Senior Administrator to work in the Glasgow office of a successful Partner Practice. You will be part of a fast-paced...
-
Financial Services Administrators
6 months ago
Glasgow, United Kingdom Meraki Full timeMeraki Talent are seeking client Financial Services Administrators for a project, based in the heart of Glasgow. It is essential applicants are able to process and manage large amounts of data, ensuring accuracy at all times. Key Duties will include; - Processing account openings - Transfer of accurate customer data from legacy accounts - Updating in house...
-
Financial Services Administrator
5 months ago
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...
-
Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeAt Cornmarket, we are seeking a highly organized and detail-oriented Financial Services Administrator to join our operations team. The successful candidate will provide administrative support to our team of Independent Financial Planners and review team.The role involves a range of tasks, including:Processing new business applications for all products in an...
-
Financial Services Administrator
7 months ago
Glasgow, United Kingdom Cross Resourcing Full timeWe are working in partnership with a leading Accountancy and Finance Firm in Glasgow, to recruit a Financial Services Administrator to join their team on a full time, permanent basis. You will provide administrative and technical support to advisors and managers, ensuring the highest level of service to clients. **What you’ll do** - Work closely with...
-
Financial Services Administrator
5 months ago
Glasgow, United Kingdom HRC Recruitment Full time_**Team Administrator **_ - **Location: Glasgow - Finnieston **_ - **Salary: £22,000 **_ **Hours - Flexible five days over seven, including weekends.** Are you an administrator ready to take your career to the next level? Our client is one of the UK’s leading motor finance companies who are a different kind of car finance lender - they use a mix of...
-
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...
-
Financial Services Administrator
5 months ago
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...
-
Financial Services Transfer Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...
-
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...
-
Office Administrator
6 months ago
Glasgow, United Kingdom CIB Financial Management Ltd Full timeOffice Administrator An opportunity has arisen for an enthusiastic and experienced administrator to join a small family run mortgage and financial services business in the heart of the West End of Glasgow. We are looking for someone who is keen and willing to learn to help drive our business forward. Experience within the Financial Services industry is...
-
Financial Administrator
4 weeks ago
Glasgow, United Kingdom BTO Solicitors LLP Full timeFinancial AdministratorBTO Solicitors LLP is seeking an experienced Financial Administrator to join our Finance Department in Glasgow. This role will provide an efficient and effective financial administrative service to the Firm's clients, partners, and staff.The successful candidate will be required to manage a varied and busy workload under pressure while...
-
Trainee Administrator
5 months ago
Glasgow, United Kingdom Finesco Financial Services Ltd Full time**TRAINEE ADMINISTRATOR** Ø General clerical & administration work Ø Support across the Consultant administration team Ø Photocopying & filing Ø Operating computerised records/information/communication systems Ø Management of mail and office supplies. **Job Types**: Full-time, Permanent Schedule: - Monday to Friday Ability to...
-
Financial Services Transfer Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...
-
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,...
-
Financial Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeAbout the Role:G2 Legal Limited is seeking a skilled Billing Assistant to join its Finance team in Glasgow. As a key member of the team, you will provide financial administrative support to clients, partners, and staff.Key Responsibilities:Perform a variety of administrative tasks, ensuring accuracy and attention to detail.Prepare and process fee notes,...
-
Financial Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeA highly skilled Billing Assistant is required to join our busy Finance team at G2 Legal Limited in Glasgow.The Role:Provide financial administrative support to our clients, partners, and staff.Perform a variety of administrative tasks with no two days being the same.Preparation and processing of fee notes, including credit control and attention to...