Financial Services Administrator

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...

At IDEX Consulting, we are seeking a highly organized and detail-oriented Financial Services Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver exceptional service to our clients.Key...

About the Role:The Administration Assistant will work within the operations team and provide administrative support to our small team of Independent Financial Planners and our review team.Key Responsibilities:Acknowledge, vet and process new business applications for all products in an accurate and timely manner.Check and field enquiry emails.Prepare...

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...

Senior AdministratorLocation - Glasgow Salary - Up to £28,000 (DoE)Hours - Full-time / In OfficeWorking as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent opportunity has arisen for a professional Senior Administrator to work in the Glasgow office of a successful Partner Practice. You will be part of a fast-paced...

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...

_**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...

Job Title: Senior Financial Services AdministratorA financial planning administrator is needed to support a team of financial planners at Eden Scott. The ideal candidate will have a strong understanding of the market, compliance requirements, and time management skills.Key Responsibilities:Preparation of valuation reportsMaintenance of internal...

**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 DescriptionThe role of the Administration Assistant is to provide administrative support to our team of Independent Financial Planners and review team.This position is a great opportunity for someone looking to work in a dynamic and supportive environment, with flexible working hours and the possibility of remote work once training is complete.

About the RoleWe are seeking an experienced Administration Assistant to join our operations team at EIS Financial Services. The successful candidate will be responsible for providing administrative support to our financial planners and review team, including processing new business applications, checking emails, preparing paperwork, and maintaining client...

Financial AdministratorBTO Solicitors LLP is seeking a skilled Financial Administrator to join their team in Glasgow. The successful candidate will be responsible for managing a varied and busy workload, providing an efficient and effective financial administrative service to clients, partners, and staff.Key Responsibilities:Preparation and processing of fee...

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...

Financial AdministratorBTO Solicitors LLP is seeking an experienced Financial Administrator to join our Finance Department in Glasgow. This role will provide an efficient and effective financial administrative service to the Firm's clients, partners, and staff.The successful candidate will be required to manage a varied and busy workload under pressure while...

**TRAINEE ADMINISTRATOR** Ø General clerical & administration work Ø Support across the Consultant administration team Ø Photocopying & filing Ø Operating computerised records/information/communication systems Ø Management of mail and office supplies. **Job Types**: Full-time, Permanent Schedule: - Monday to Friday Ability to...

We're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...

About the Role:G2 Legal Limited is seeking a skilled Billing Assistant to join its Finance team in Glasgow. As a key member of the team, you will provide financial administrative support to clients, partners, and staff.Key Responsibilities:Perform a variety of administrative tasks, ensuring accuracy and attention to detail.Prepare and process fee notes,...

A highly skilled Billing Assistant is required to join our busy Finance team at G2 Legal Limited in Glasgow.The Role:Provide financial administrative support to our clients, partners, and staff.Perform a variety of administrative tasks with no two days being the same.Preparation and processing of fee notes, including credit control and attention to...