Financial Services Administrator

Quilter Financial Advisers, a UK-based advisory business, is dedicated to helping individuals with their financial planning needs. Our commitment to exceptional service has earned us a reputation as one of the industry's top advisory businesses.We believe in face-to-face interactions and have a large team of advisers across the UK, including Scotland and...

Financial Services Administrator To £25,000 plus benefits Financial Services Administrator required by this national IFA firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, and now requires and Administratorfor the regional financial planning...

Financial Services Administrator £23,000 to £25,000 plus benefits Administrator required by this regional firm that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administration duties. You will be responsible for preparation...

**Financial Services Administrator** Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports, including preparing and maintaining client records and valuation reports. Your main responsibilities will include: Liaising with product providers...

Meraki Talent’s industry leading Financial Services client are looking for a Financial Services Support Administrator to join an expanding team. This is a key role as you support Fund Managers to ensure client correspondence is administered in a accurate and timely fashion. **Responsibilities of the Position**: - Audio Typing - To build strong...

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...

About the RoleWe are seeking an experienced Business Operations Manager to join our team. The successful candidate will have a strong background in operations within a financial services institution. Key responsibilities include:Providing administrative support to the operations team.Liaising with fund managers and external parties to resolve...

Meraki 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...

**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...

_**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...

We 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...

_**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...

**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...

Job OverviewWe are seeking an experienced Financial Planner to join our team at Quilter Financial Advisers.This role offers a unique opportunity to work with clients, providing expert advice on their financial planning needs and helping them achieve their goals.The successful candidate will have a proven track record of delivering exceptional client service...

**Our client is a successful IFA firm based in Glasgow advising its clients for over 20 years, creating long-term relationships with its customers and staff. They are now looking for an experienced Part-Time c 3 days a-week IFA Administrator to jointheir team.** **Responsibilities** - Provide financial planning support to financial advisers - Help financial...

Key ResponsibilitiesThe Administrative Analyst - Financial Services will be responsible for:Supporting Financial Planners with data collection and analysisPreparing suitability letters and new business documentationSetting up products/investments with providers, both paper-based and electronicallyThe ideal candidate will have strong analytical skills and...

At Quilter Financial Advisers, we pride ourselves on delivering exceptional financial planning services to individuals across the UK.About the Role:Your primary objective will be to empower clients with informed decisions that align with their financial goals.You will develop tailored financial plans to ensure clients meet their objectives and overcome...

**About us** VWM Wealth is a small business in Glasgow, G2 4EU. We are innovative, collaborative and rewarding, and our goal is to develop great relationships in order to change people's lives. Our work environment includes: - Regular social events - Work-from-home days - On-the-job training **Job Advert** At VWM Wealth, we believe that everyone has the...

Office 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...

About the OpportunityWe are seeking an experienced Administrative Assistant to join our Financial Services team in Glasgow. As a key member of our support team, you will play a crucial role in ensuring the smooth operation of our business.Your primary responsibility will be to provide administrative support to our Financial Planners, including maintaining...