Investment Administrator

About the BusinessQuilter, a leading wealth management firm, has been a trusted partner for individuals and families for over 250 years. With a presence throughout the UK, Ireland, and Channel Islands, we offer expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning.We are part of Quilter...

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised...

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service...

**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. -...

Pension and Investment Administrator RoleThis is an exciting opportunity to join our team as a Pension and Investment Administrator, where you will be responsible for processing customer and IFA requests received via various channels. You will work in a controlled environment, ensuring excellent service levels while adhering to regulatory and client...

About the Role:This is an exciting opportunity to join our team as a Pension and Investment Administrator, where you will play a key role in processing customer and IFA requests, ensuring accuracy and attention to detail in a fast-paced environment.Key Responsibilities:Process customer and IFA requests in a timely and accurate mannerEnsure compliance with...

About QuilterWe are a leading provider of wealth management services to individuals and families.Job OverviewThis is a role for an experienced administrator looking to work in the investment management industry.The RoleYou will assist three Investment Managers and work alongside a very experienced administrator who has been with our company for several...

Meraki Talent are seeking a Financial Services professional who has gained experience within a client vetting function for a permanent opportunity within Glasgow. Applicants should have come from a compliance background, where they have gained exposure within AML and KYC requirements. As part of this varied role you will be required to; - Checking and...

Ambitious Professionals Wanted!This exciting opportunity as a Pension and Investment Administrator is now available in our innovative team at Aviva. We're looking for talented individuals who are passionate about delivering exceptional results and contributing to the success of our Savings and Retirement business.You'll have the chance to develop your skills...

Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the...

**IFA Administrator** **Glasgow** **Permanent** **£23,000 - £32,000 DOE** Do you have experience offering administrative support within a financial services organisation? Maybe you have financial services customer service experience, looking to transfer into a more technical administration role? CORE Talent Solutions is delighted to be partnering with...

Job Title: Administration AssistantWe are seeking an experienced and skilled Administration Assistant to join our operations team at Cornmarket Group Financial Services. The ideal candidate will have a strong background in administration and customer service, with the ability to maintain accurate records and provide excellent support to our team of...

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...

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...

**Glasgow** **£31,000** Utopian Professional Recruitment are delighted to be working with our Glasgow based client in the legal and wealth management sector who are looking to expand their team with a Wealth Management Administrator **Your key responsibilities will include**: - Providing day to day administration support to the Wealth Managers - Ensure...

IFA Administrator Glasgow Up to £28,000 (depending on experience) Monday - Friday (Hybrid working) Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under appreciated for the work you do? If any of the above statements are true...

Job SummaryWe are seeking an experienced and detail-oriented individual to fill the position of Pension and Investment Administrator. In this role, you will be responsible for managing a high volume of customer requests and IFA communications while maintaining accuracy and attention to detail.The ideal candidate will possess excellent communication skills,...

Fund Administration - NAV Pricing - Operations Analyst Meraki Talent’s financial services client is actively looking for a Fund Administration professional to work with their expanding Pricing and Valuations team. The Fund Administrator will be responsible for ensuring NAV production is completed accurately, whilst adhering to set timescales. This would...

A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in...

We are looking for an experienced IFA administrator or paraplanner to join our small, but well-established team in Glasgow. This position is office based and located near Blythswood Square. The Role - Processing and checking all aspects of pension and investment administration - Administration of client paperwork - Completing review reports for clients -...