Client Support Administrator, Financial Planning

Job 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...

Job 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...

Job 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...

**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...

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...

Pensions 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...

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...

Job 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...

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...

Financial 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...

Eden 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...

Exciting 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...

**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. -...

Job OverviewWe are seeking a skilled Financial Planning Support Specialist to join our dynamic team. As a key member of our financial services team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.Our advisers offer holistic independent financial advice to clients,...

Our client, a leading financial planning company, is seeking an experienced Financial Planning Support Specialist to join their team. Based in a hybrid office setup, this role offers flexibility and the opportunity to work with a dynamic team focused on career development.The successful candidate will provide essential support to financial advisers through...

_**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...

Key Role SummaryWe are seeking a skilled Financial Planning Support Specialist to join our team at Eden Scott. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.Day-to-Day ResponsibilitiesCarry out technical support for our...

The Role Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in their Glasgow or Edinburgh Office. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all...

Job 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...

Financial Planning Support SpecialistHeat Recruitment Ltd is seeking a skilled Financial Planning Support Specialist to join their team. As a key member of the financial planning process, you will support several highly successful advisers and their HNW clientele. Your responsibilities will include producing new business illustrations, utilising software...