Practice Support Specialist

2 weeks ago

Glasgow, United Kingdom Gilson Gray Full time

**Who We Are**

Gilson Gray Financial Management are part of Gilson Gray Law Firm. A comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime. Gilson Gray Financial Management provide a wide range of services whether clients are looking to build, grow, protect or preserve their wealth.

Based in Glasgow and Edinburgh, GGFM focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have an increasing number of advisers and support staff aiming to grow our market presence significantly. We have doubled the business in the last six months. We pride ourselves in looking after our clients personally.

**Our Team**

We have a highly engaged, collaborative team that support each other. We work hard but take time to celebrate success also.

We are a company that cares about building an inclusive, collaborative place to work where you can stretch yourself, personally and professionally. We value a diverse team and believe the variety of experiences and backgrounds in our team make us stronger.

We have hybrid working in place along with excellent career development opportunities and networking.

We are looking to hire a Practice Support Specialist to join our Team. This is a highly important role so you will need experience in financial services demonstrating excellent client outcomes.

**The Role**

As a Practice Support Specialist at GGFM you’ll be responsible for:
**Tasks**
- Provide support on products and services to Advisors and Clients
- Prepare, complete and submit investment related documents such as trust forms
- Process withdrawals, fund switches, letters of authority and update on Salesforce
- Issuing Letters of Authority for the Practice and day to day management of this key activity
- Managing the Practice pipeline of new business and contributing to meeting monthly targets by diligent oversight of this
- Managing relationships with Clients when required on behalf of Advisors
- Being a key point of contact for the Practice for St. James’s Place Administration Centre
- Responsible for all incoming and outgoing paper Client documentation to ensure 100% accuracy and meets brand requirements
- Maintain accurate client information, files/records, ensuring that clients are placed into a review system on Salesforce as agreed with the Partner
- Support the advisers to ensure the end-to-end business process is adhered to and tracked efficiently in line with regulatory standards
- Attend and contribute to regular update meetings and workshops as offered by St. James's Place;
- Maintain technical competence at an appropriate level to meet the requirements of the role
- Gather ceding scheme information from third parties and update on Salesforce

Required Knowledge and Experience:

- Previous experience of working in a Financial Services role
- Demonstrate the ability to work under pressure in a highly regulated environment
- Able to pass regular internal testing of knowledge and regulatory CBTs
- Take pride in producing high quality, accurate and timely information
- Demonstrate excellent verbal and written communication skills
- Previous CPD record of achievement
- Experience of using client management systems
- Broad experience of Microsoft Office, advanced Excel and experience of using Salesforce
- Have excellent social and interpersonal skills dealing with clients
- Have excellent communication, organizational and attention to detail skills
- Problem solving and analytical skills
- Ability to work as part of a large team and contribute to the overall business aims
- Ensure that your actions are consistent with the culture of the business.
- Consistently strive to be the best you can be.

**Benefits**
- A competitive salary with annual review and potential bonus award depending upon performance
- Full training and career development plans including St. James’s Place Accreditation and support to complete R0 exams
- 32 days holiday a year (inc. Bank Holidays)
- 3 x Death in Service Benefits
- Membership of an occupational pension scheme
- Wellbeing initiatives and opportunity to access online Health Provider
- Hybrid Working

While this position is Glasgow based, we operate a hybrid working model so remote working during the week is available.

**Job Type**: Permanent

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Company pension
- Referral programme
- Wellness programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: One location

  • Practice Manager

    3 weeks ago

    Glasgow, United Kingdom Alexandra Park Dental Practice Full time

    Your Role You will be responsible for overseeing the day-to-day activities of the practice and ensuring the delivery of excellent patient experience. You will play an important role in the operational management of Health & Safety, Practice Performance and Budgetary controls in line with our goals and values. Other duties include: Taking a proactive...

  • Specialist Practice Nurse

    4 weeks ago

    Glasgow, United Kingdom General Medical Council Full time

    Specialist Practice Nurse - Kentigern House Medical Centre - 37.5 hours Specialist Practice Nurse - Kentigern House Medical Centre - 37.5 hours Ref : SN8981 Nursing Start Date : 02 Apr 2024 End Date : 28 Jun 2024 Specialist Practice Nurse - Essential Requirements: • Must be Registered Nurse (Adult) Level 1 with Nursing and Midwifery Council...

  • Specialist Practice Nurse

    3 weeks ago

    Glasgow, United Kingdom Military Medical Personnel Full time

    Specialist Practice Nurse - Kentigern House Medical Centre - hours Ref : SN8981 Nursing Start Date :ASAP End Date :28 Jun 2024 Specialist Practice Nurse - Essential Requirements: •Must be Registered Nurse (Adult) Level 1 with Nursing and Midwifery Council (NMC) and hold a valid, in date Personal Identification Number (PIN) and not be...

  • Specialist Orthodontist

    4 weeks ago

    Glasgow, United Kingdom MBR Dental Full time

    **Specialist Orthodontist / Glasgow, North Lanarkshire, Scotland / Part Time**: MBR Dental are currently assisting a dental practice located in Glasgow, North Lanarkshire who are looking to recruit a Specialist Orthodontist to join their team on a permanent basis. - Available as soon as possible. - Notice periods are taken into consideration. - Part-time...

  • NHS Specialist Orthodontist

    4 weeks ago

    Glasgow, United Kingdom MBR Dental Full time

    Specialist Orthodontist – Glasgow, North Lanarkshire, Scotland ~ Salary: NHS and Private cases / Part time opportunity / Specialist Orthodontic Practice Specialist Orthodontist / Glasgow, North Lanarkshire, Scotland / Part Time MBR Dental are currently assisting a dental practice located in Glasgow, North Lanarkshire who are looking to recruit a...

  • Practice Educator-specialist Surgery

    6 days ago

    Glasgow, United Kingdom NHS Scotland Full time

    NHS Greater Glasgow and Clyde is one of the largest healthcare systems in the UK employing around 40,000 staff in a wide range of clinical and non-clinical professions and job roles. We deliver acute hospital, primary, community and mental health care services to a population of over 1.15 million and a wider population of 2.2 million when our regional and...

  • Software Support Specialist

    4 days ago

    Glasgow, United Kingdom Cornerstone Community Care Full time

    **Calling all computer savvy, technology confident individuals!! Our IT department is Hiring!** We have a great opportunity for an experienced and customer-focussed first line business **Software Support Specialist** to join us on a full-time permanent basis working with software from The Access group. **Our Software Support Specialist can be based...

  • Specialist Orthodontist

    4 weeks ago

    Glasgow, United Kingdom MBR Dental Full time

    Specialist Orthodontist – Glasgow, North Lanarkshire, Scotland Salary: NHS and Private cases / Part time opportunity / Specialist Orthodontic Practice Specialist Orthodontist / Glasgow, North Lanarkshire, Scotland / Part Time MBR Dental are currently assisting a dental practice located in Glasgow, North Lanarkshire who are looking to recruit a...

  • Equipment Support Specialist

    6 days ago

    Glasgow, United Kingdom Orion Full time

    **Job description**: **Equipment Support Specialist** **Contract - 6 months, possibly longer** **Location - Glasgow** **Salary - Competitive salary and fantastic flexible benefits package** Our client is looking for a positive, proactive and self-motivated Equipment Support Specialist to join their global warehousing and distribution facility in Glasgow...

  • Clinical Practice Educator

    4 days ago

    Glasgow, United Kingdom NHS Scotland Full time

    **Clinical Practice Educator** Are you a qualified Adult Nurse with extensive experience looking for a new opportunity? Do you have experience of delivering training or supporting development programmes? Are you passionate about developing people and supporting training in a clinical environment? **Who We Are** As NHS Scotland's unique provider of a...

  • Employment Lawyer

    5 days ago

    Glasgow, United Kingdom Obelisk Support Full time

    Our client is looking for an experienced Scottish qualified Employment lawyer to assist with a six month project to start in the next few weeks. Our client is looking for an experienced Scottish qualified Employment lawyer to assist with a six month project to start in the next few weeks. This role can be done remotely, although occasional office visits...

  • Senior Clinician in Equine Practice

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    We have an exciting opportunity for a Senior Clinician in Equine Practice to contribute to the activities of the Division of Equine Clinical Sciences, School of Biodiversity, One Health, and Veterinary Medicine by developing, leading, and contributing to the clinical service offered by Glasgow Equine Practice.Glasgow Equine Practice launched in June 2020 and...

  • Technology Support Specialist

    4 weeks ago

    Glasgow, United Kingdom H&R Talent Full time

    A prestigious global law firm based in Glasgow is seeking for a Technology Support Specialist to provide daily 2nd level IT support to the company and its users. The candidate for this role must have strong problem solving skills, technical knowledge to support both software and hardware concerns, and excellent customer service skills. Duties and...

  • Practice Development Manager

    6 days ago

    Glasgow, United Kingdom With Kids Full time

    Based Glasgow, with regular travel to our services across Scotland (On site) Closing27th May 2024 Advertised from 6th May 2024 Pay award pending PDM/HO/18654 Role At Key and Community Lifestyles, we provide person-centred support to over 2,000 disabled people, across 17 Scottishlocal authorities, to enable each person to lead full, active lives in their...

  • Tax Partner Designate

    2 weeks ago

    Glasgow, United Kingdom Public Practice Recruitment Ltd Full time

    Tax Partner Designate Job Vacancy? Are you a tax specialists with your sights set on partnership in the future? This Tax Partner Designate job in Glasgow is a fantastic opportunity to join a reputable accountancy practice with a significant presence across the UK. We’re looking for someone who can lead a tax function with a commercial mindset, bring a...

  • Pension Specialist

    1 week ago

    Glasgow, United Kingdom M&G plc. Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities . To help us achieve...

  • Medical Receptionist

    4 weeks ago

    Glasgow, United Kingdom Gordon Practice Full time

    This friendly, supportive hard working Practice Team are looking to recruit a part-time Medical Receptionist to join our Reception Team within the New Gorbals Health & Care Centre. An exciting opportunity has arisen to join our GP Practice Team. We are looking for an enthusiastic, motivated, competent and reliable individual who is able to work on their own...

  • Specialist Children’s Services Business Support

    7 days ago

    Glasgow, United Kingdom NHS Scotland Full time

    This is a Permanent Post Full Time 37.5 Hours Monday - Friday We are recruiting for the role of a Business Support Assistant within the NHSGGC Specialist Children’s Services Headquarters based in Glasgow. The post forms part of the business support team and provides a comprehensive, administrative and secretarial service to the senior management team as...

  • Product Support Specialist

    7 days ago

    Glasgow, United Kingdom Stryker Corporation Full time

    **Why join Stryker?**: Our total rewards package offering includes bonuses, healthcare, insurance benefits, retirement programs, wellness programs, as well as service and performance awards - not to mention various social and recreational activities, all of which are location specific. **Know someone at Stryker?**: Product Support Specialist - Manual &...

  • Senior Security Operations Specialist

    7 days ago

    Glasgow, United Kingdom Nine Twenty Recruitment Full time

    Security Operations Specialist Hybrid working/Cumbernauld Nine Twenty are partnering with a renowned family ran business here in Scotland, who are actively seeking a Security Operations Specialist to join their team based in Cumbernauld. The Security Operations role is integral to the security team, which is responsible for ongoing monitoring against...