Current jobs related to Financial Services Administrator - Glasgow, Glasgow City - Search

  • Financial Services Administrator

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    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...

  • Financial Services Administrator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.Collate data,...

  • Financial Services Administrator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.Collate data,...

  • Financial Services Administrator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

    Financial Services Administrator **Job Summary** We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting. As a key member of our team, you will provide administrative support to our Advisers, ensuring the smooth operation of our financial services business. **Key Responsibilities** *...

  • Financial Services Administrator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

    Financial Services Administrator **Job Summary** We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting. As a key member of our team, you will provide administrative support to our Advisers, ensuring the smooth operation of our financial services business. **Key Responsibilities** *...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job SummaryIDEX Consulting is seeking an experienced 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 high-quality financial advice and wealth management services to clients.Key...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job SummaryIDEX Consulting is seeking an experienced 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 high-quality financial advice and wealth management services to clients.Key...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Title: Administrator - Independent Financial Adviser (IFA)We are seeking a highly organized and detail-oriented Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Client Support: Provide exceptional support to...

  • Financial Services Administrator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Cornmarket Full time

    Job Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As an Administration Assistant, you will provide administrative support to our small team of Independent Financial Planners and our review team.Key Responsibilities:Process new business...

  • Financial Services Administrator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Cornmarket Full time

    Job Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As an Administration Assistant, you will provide administrative support to our small team of Independent Financial Planners and our review team.Key Responsibilities:Process new business...

  • Financial Services Administrator

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...

  • Financial Services Administrator

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...

  • Financial Services Administrator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key Responsibilities:Provide...

  • Financial Services Administrator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key Responsibilities:Provide...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

    Job SummaryThe IFA Administrator is a key role within our team, responsible for providing administrative support to our Advisers across a range of financial services. This includes investment, protection, and pensions, as well as other areas of financial planning.Key ResponsibilitiesClient Contact: Manage client relationships, including phone calls,...

  • Financial Services Administrator

    1 month ago

    Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

    Job SummaryThe IFA Administrator is a key role within our team, responsible for providing administrative support to our Advisers across a range of financial services. This includes investment, protection, and pensions, as well as other areas of financial planning.Key ResponsibilitiesClient Contact: Manage client relationships, including phone calls,...

  • Financial Services Administrator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job SummaryIDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key ResponsibilitiesProvide...

  • Financial Services Administrator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job SummaryIDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key ResponsibilitiesProvide...

Financial Services Administrator

2 months ago

Glasgow, Glasgow City, United Kingdom Search Full time

We are seeking a highly skilled and empathetic Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients during a difficult time.

This is a remote opportunity, with occasional on-site work required at one of our banking hubs. You will be working closely with our team to ensure that our clients receive a first-class service and a positive experience.

Key responsibilities will include:

  • Providing customer support and guidance via various communication channels
  • Scanning and verifying documentation, including ID and legal paperwork
  • Processing estate closures and payments
  • Assisting with Inheritance Tax queries and providing administration support
  • Managing and prioritizing workload to meet deadlines

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills
  • Ability to work in a sensitive and empathetic manner
  • Strong attention to detail and organizational skills
  • Ability to work independently and as part of a team

We are an equal opportunities recruiter and welcome applications from all suitably skilled or qualified applicants. Please note that a credit check and full criminal and disclosure Scotland check will be required as part of the recruitment process.