Financial Planning Administrator
1 month ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in central Glasgow. As a key member of our financial planning team, you will provide essential support to our financial planners, ensuring the smooth operation of our business.
Key Responsibilities:- Prepare valuation reports and maintain internal databases
- Process new business and handle internal and client queries
- Navigate and transact on financial providers' websites, obtaining policy information
- Understanding of the financial market and compliance requirements
- Ability to manage time effectively and maximize profitability
- Excellent systems and IT knowledge, ideally with Adviser Office experience/Iress and various platforms
A competitive salary, benefits, and bonus, with opportunities for career progression and continuous training. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply.
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Paraplanning Administrator
5 months ago
Glasgow, United Kingdom Simple Financial Planning Ltd Full time**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...
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Financial Planning Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning AdministratorAre you a motivated and detail-oriented individual looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles? If so, we may have the perfect opportunity for you!About the RoleWe are...
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Financial Planning Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning AdministratorAre you a motivated and detail-oriented individual looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles? If so, we may have the perfect opportunity for you!About the RoleWe are...
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Financial Planning Administrator
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in central Glasgow. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare...
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Financial Planning Administrator
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in central Glasgow. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare...
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Financial Planning Administrator
5 months ago
Glasgow, United Kingdom Aspire Search Consultants Full timeFinancial 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...
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Financial Planning Administrator
2 months ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full timeJohnstonGreer Ltd, a reputable recruitment agency specialising in the Financial Services, Mortgages and Pension sectors, is seeking an experienced Administrator to join their team.The ideal candidate will have a strong background in Financial Planning and be responsible for maintaining and updating back-office databases.As a key member of the team, the...
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Financial Planning Administrator
2 months ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full timeJohnstonGreer Ltd, a reputable recruitment agency specialising in the Financial Services, Mortgages and Pension sectors, is seeking an experienced Administrator to join their team.The ideal candidate will have a strong background in Financial Planning and be responsible for maintaining and updating back-office databases.As a key member of the team, the...
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Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in central Glasgow. As a key member of our financial planning team, you will provide essential support to our financial planners, focusing on private clients.Key Responsibilities:Prepare valuation reports and...
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Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in central Glasgow. As a key member of our financial planning team, you will provide essential support to our financial planners, focusing on private clients.Key Responsibilities:Prepare valuation reports and...
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Financial Planning Administrator
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator OpportunityEden Scott is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in central Glasgow. As a key member of the financial planning team, you will provide critical support to financial planners, ensuring the smooth operation of the team.Key Responsibilities:Prepare...
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Financial Planning Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full timePensions 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...
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Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator Job DescriptionOur client, a leading IFA firm, is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in central Glasgow. As a key member of the financial planning team, you will provide support to financial planners, preparing valuation reports, maintaining internal databases,...
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Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator Job DescriptionOur client, a leading IFA firm, is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in central Glasgow. As a key member of the financial planning team, you will provide support to financial planners, preparing valuation reports, maintaining internal databases,...
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Financial Planning Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Administrator. As a key member of our Private Client service line, you will provide seamless, effective, and proactive administrative support to our clients, helping them achieve their financial goals and objectives.Your key responsibilities will...
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Financial Planning Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Administrator. As a key member of our Private Client service line, you will provide seamless, effective, and proactive administrative support to our clients, helping them achieve their financial goals and objectives.Your key responsibilities will...
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Senior Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeJob Title: Senior Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Senior Financial Planning Administrator to join our team. As a Senior Financial Planning Administrator, you will provide administrative support to our financial planners, ensuring the smooth operation of our financial planning services.Key...
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Senior Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeJob Title: Senior Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Senior Financial Planning Administrator to join our team. As a Senior Financial Planning Administrator, you will provide administrative support to our financial planners, ensuring the smooth operation of our financial planning services.Key...
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Senior Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator Job OpportunityOur client, a leading wealth manager, is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the financial planning team, you will provide administrative support to financial planners, ensuring the smooth operation of the team.Key...
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Senior Financial Planning Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeFinancial Planning Administrator Job OpportunityOur client, a leading wealth manager, is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the financial planning team, you will provide administrative support to financial planners, ensuring the smooth operation of the team.Key...