Financial Services Administrator
3 weeks ago
Location:
Scotland, Perth and Kinross
- Discipline:
Financial Services
- Job type:
Permanent
- Benefits:
£22,000 - £28,000 Basic
- Published:
2023-06-09
- Expiry date:
2023-07-21
- Reference:
3620
We are currently looking for a Financial Services Administrator to join our clients, an established financial planning firm in Scotland. You would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all the service levels are met.
**The successful Financial Services Administrator will be offered**:
- £22,000 - £28,000 Basic (Depending on Experience)
- Great progression opportunities
- Attractive benefits package
- An extra day off for your birthday
- Shopping discounts
- Death in Service
- 24/7 GP
**To be considered for the Financial Services Administrator role you must have**:
- Minimum of one year in a Financial Services Administrator Role
- Must have an excellent understanding of the financial planning process.
- Must have excellent communication skills and telephone manners.
- Proficient IT skills, basic spreadsheet, and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work
**As a Financial Services Administrator, your role will involve the following**:
- Client Servicing: including creating new client packs, preparing, and processing authority letters, and ensuring relevant documents are uploaded.
- Compliance: performing relevant anti-money laundering checks and checking compliance documentation is completed.
- New Business Submission: use client database to track new business and current position, updating planner accordingly.
- Assist the Management Team on any administrative or office-based tasks as deemed appropriate.
This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client, who is confidential at this stage.
-
Administrator - Estates
5 days ago
Perth, Perth and Kinross, United Kingdom Pertemps Full timeEstates AdministratorHours: 37 hours per week; Monday to Thursday 8.00am - 4.30pm and Friday 8.00am - 3.45pmLocation: PerthPay rate: £14.72 per hourDuration: Starting ASAP to end of June with possible extensionPertemps are recruiting on behalf of our well-known Public Sector client for an Estates Administrator on a temporary contract starting as soon as...
-
Financial Planning Administrator
1 day ago
Perth, United Kingdom Recruit UK Full time**Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?** Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth if...
-
Financial Planning Administrator
1 day ago
Perth, United Kingdom Recruit UK Full time**Looking for professional growth within a highly regarded Independent Financial Advice firm?** Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice in Perth, presenting an excellent opportunity for professional growth. The company places immense value on delivering tailored...
-
Payroll Administrator
3 days ago
Perth and Kinross, United Kingdom Huntress Full timePayroll Administrator - Immediate start Work from home, start ASAP £12.11 per hour (£23,362) rising to £12.79 after 6 months (£24,682) (9 Month Contract Initially) You will be responsible for the accurate processing of a high volume of transactions on a weekly and monthly basis varying in complexity and will be committed with providing our customers...
-
Senior Client Servicing Administrator
4 weeks ago
Perth, Perth & Kinross, United Kingdom Wild Recruitment Full timeCustomer Services Administrator - Perth We are looking for Customer Service Administrators to join a busy office in Perth. The role will include: managing customers billing, admin work, answering customer emails, answering phones and making telephone calls to customers to help with general queries. Previous call centre experience Customer Service 3...
-
Team Leader
1 day ago
Perth and Kinross, United Kingdom BranWell Ford Full timeTitle: Team Leader & Pension Administrator **Job Type**: Perm Specialism: Third Party Administration Workstyle: Hybrid working pattern County/Region: Perth and Kinross Salary/rate: £Highly competitive pa Job ref: CB18347 Are you a Senior Pensions Administrator who is looking to join a UK leading and award winning Pension Consultancy? Chances are,...
-
Perth, Perth & Kinross, United Kingdom C & P Recruitment Full timeHere’s where you can find out more about the rewarding and exciting career opportunities across all our sectors, and all our partners. We help everyone get the most out of their careers here. Job Title: Customer Care Administrator About Us: Our client prides itself on delivering exceptional customer service and building strong relationships with their...
-
Customer Service Administrator
2 weeks ago
Perth, Perth & Kinross, United Kingdom Engage Recruitment Full timeAre you an organised individual with a strong attention to detail? Does the opportunity to work with a successful manufacturing business appeal? What you'll be doing: · Processing orders daily to a high standard · Working closely with internal and external stakeholders · Amend and cancel orders where necessary · Routinely review the files and delete...
-
Financial Services Administrator
3 days ago
Redcar and Cleveland, United Kingdom EGRecruiting Full time**Location**: Teesside **Salary**: £22,000 (negotiable, depending on experience) - Previous experience of working as an Administrator within a wealth business is advantageous - Alternatively, knowledge of pensions, investments and protection products - Excellent communication skills, both written and verbal - Able to deliver accurate work - XPLAN...
-
Administrator
3 days ago
Kinross, United Kingdom Balhousie Care Group Full time**Salary: £10.00ph rising to £10.75ph** Join us now in a career that makes a difference. As Scotland’s largest private care provider, with 25 homes, over 900 residents and 1500 staff; Balhousie is one of the country’s leading providers of elderly and specialist care. As well as award-winning care home teams throughout Scotland, we boast a stunning HQ...
-
Junior Administrator
1 month ago
Kinross, United Kingdom Douglas Miller Plumbing Services Full time**Douglas Miller Plumbing Services** are looking for an outgoing and enthuastic **Junior Administrator** to join our team and learn all areas of the business with the intention to progress within the company. **Responsibilities**: - Perform clerical tasks such as filing, data entry, and answering phones - Support and assist with various administrative...
-
Senior Client Servicing Administrator
2 weeks ago
Perth, Perth & Kinross, United Kingdom Engage Recruitment Full timeAre you an organised individual with a strong attention to detail? Does the opportunity to work with a successful manufacturing business appeal? What you'll be doing: · Processing orders daily to a high standard · Working closely with internal and external stakeholders · Amend and cancel orders where necessary · Routinely review the files and delete...
-
Head of Finance
3 hours ago
Perth, Perth & Kinross, United Kingdom Jenson Fisher Consulting Ltd Full timeJenson Fisher are delighted to be partnering with St. Johnstone Football Club to recruit a Head of Finance and Administration on a permanent, full time basis. Established in 1884, the club has a rich history and a strong tradition of success alongside a passionate fan base and a commitment to excellence. St. Johnstone FC is dedicated to upholding the values...
-
Head of Finance
1 week ago
Perth, Perth & Kinross, United Kingdom Jenson Fisher Consulting Ltd Full timeJenson Fisher are delighted to be partnering with St. Johnstone Football Club to recruit a Head of Finance and Administration on a permanent, full time basis. Established in 1884, the club has a rich history and a strong tradition of success alongside a passionate fan base and a commitment to excellence. St. Johnstone FC is dedicated to upholding the values...
-
Commercial Contracts Coordinator
4 weeks ago
Perth, Perth & Kinross, United Kingdom Bmt Defence Services LTD Full timeWork at a global high-end design house and technical consulting firm solving complex real-world problems. We Design. BMT is a leading international design, engineering, science, and risk management consultancy with a reputation for excellence. Delivering independent, complex design and consultancy capabilities for over 37 years, we pride ourselves on...
-
Customer Service Administrator
3 days ago
Perth, United Kingdom Highland Homestyle Ltd Full timeHighland Homestyle Limited is recruiting an experienced Customer Service Administrator to join our local forward-thinking family run company, providing an excellent opportunity for its staff to flourish in a friendly, fast-paced but fun office environment. We thrive on our reputation for honesty and integrity and are proud of the excellent service we have...
-
Customer Service Administrator
4 weeks ago
Perth, United Kingdom Wild Recruitment Full time**LHPER_1714472816**: Salary Package: £14.00 - £14.02 per hour Location: Perth, Scotland Consultant: Lisa Hull Posted: 30/04/2024 Description: **Customer Services Administrator - Perth** We are looking for Customer Service Administrators to join a busy office in Perth. Previous call centre experience Customer Service Strong Communication Skills Good...
-
Customer Service Administrator
1 month ago
Perth, United Kingdom Wild Recruitment Full time**LHPER_1709572295**: Salary Package: £14.00 - £14.02 per hour Location: Perth, Scotland Consultant: Lisa Hull Posted: 04/03/2024 Description: **Customer Services Administrator - Perth** We are looking for Customer Service Administrators to join a busy office in Perth. Previous call centre experience Customer Service Strong Communication Skills Good...
-
Customer Service Administrator
4 weeks ago
Perth, United Kingdom Wild Recruitment Full time**Customer Services Administrator - Perth** We are looking for Customer Service Administrators to join a busy office in Perth. Previous call centre experience Customer Service Strong Communication Skills Good IT Skills Personable and engaging Problem Solving Skills 3 month contract - Potential to go perm This is a Monday to Friday Role. 8.30am -...
-
Customer Service Administrator
4 days ago
Perth, United Kingdom Strathearn Stone and Timber Ltd Full time**Job Title**: Customer Service Administrator (12-month maternity cover with possibility of permanent employment) **Working Hours**: Full Time. Saturday show room cover will be required in due course (generally once per month) **Salary**: £25,000 (indicative) Strathearn Stone and Timber are looking for a Customer Service Administrator to join their busy...