HNW Individual Financial Services Specialist

Job Title: HNW Client Services AdministratorOur Mission: At JohnstonGreer Ltd, we strive to deliver exceptional service to our high net worth clients and corporate partners by leveraging our expertise in financial planning and investments.Annual Salary Range: This position comes with a salary of £23,000 to £24,000 per annum, accompanied by benefits and...

About UsAt JohnstonGreer Ltd, we pride ourselves on delivering exceptional customer service to our HNW clients.Job Description:We are looking for a highly skilled Administrator to join our team and assist with providing quality customer service to our clients across investments, retirement planning and tax.Requirements:Similar administration experience,...

Job Description:We are seeking a skilled Mortgage Administrator to join our team at JohnstonGreer Ltd. The successful candidate will have experience in Mortgage & Protection Broker roles and be able to advise HNW individuals on various financial products, including Mortgages and Protection. Key responsibilities include managing client relationships,...

Job OverviewWe are seeking an experienced Administrator to provide quality customer service to HNW Private Clients across investments, retirement planning and tax.

Job Description: Focus Hotels Management Limited invites applications for the position of Administrative and Financial Services Specialist.About the Role:This role involves managing financial transactions, preparing and maintaining financial reports, and providing administrative support to the hotel's financial operations.Key Responsibilities:Manage...

Job Title: Financial Planning SpecialistAbout Us: JohnstonGreer Ltd is a top-quality wealth manager dedicated to providing expert advice to high net worth individuals and corporate clients.Salary: £23,000 to £24,000 plus benefits and bonus per annum.Job Description:We are seeking a motivated individual with a financial degree to manage databases and...

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Diligenta. This role is an exciting opportunity to work with our clients' customers, providing exceptional service and ensuring their satisfaction.The ideal candidate will have a strong background in financial services or complaint handling, with excellent...

Job Title: Financial Services ProfessionalWe are seeking a highly motivated and skilled individual to join our team as a Financial Services Professional at JohnstonGreer Ltd. The ideal candidate will have excellent communication skills, a resilient mindset, and a desire to establish a career in the Financial Services industry.Key Responsibilities:-...

Diligenta: Transforming Operations and Delivering Excellence.We're committed to becoming the Best-in-class Platform-based Life and Pensions Administration Service provider. As a Complaint Handler in our Stirling office, you'll play a vital role in this transformation by delivering exceptional customer service and resolving complaints in a timely and...

We are currently recruiting for a Financial Control Specialist to join our Finance Team at Stirling Council.This role is responsible for overseeing the payment process and ensuring accurate financial control. The ideal candidate will have a strong understanding of Accounts Payable practices and procedures in Local Government, as well as experience with...

The role of Graduate Financial Specialist is an exciting opportunity for a recent graduate or someone looking to transition into a finance career. As a Graduate Financial Specialist, you will be responsible for processing paperwork, setting up client accounts, and financial reporting. Your duties will include: Processing investment paperworkSetting up of new...

About the Role:DILIGENTA is seeking a Financial Services Advocate to join its team, providing high-quality customer service and resolving customer complaints and queries in a timely and effective manner.Job Description:The Financial Services Advocate will be responsible for managing customer complaints and queries via various channels, including phone,...

Job Overview:Hiring a seasoned Mortgage & Protection Broker to manage client relationships, lead generation from professional networks, and deliver Whole of Market Mortgages and Protection services. The ideal candidate will have expertise in advising HNW individuals on New, Re-mortgage, and FTB Mortgages, as well as Life, CIC, and IP Protection.About the...

Job Description:We are seeking a highly motivated and experienced Financial Management Specialist to join our team at Park's Motor Group in Stirling. As a key member of our finance department, you will be responsible for ensuring the day-to-day financial operations run smoothly and efficiently.The ideal candidate will have a strong background in management...

Stirling Office OpportunityWe require a skilled Bookkeeper to support our client's operations in Stirling. The role offers flexibility, allowing for either full-time or part-time engagement.Main Duties:Managing comprehensive bookkeeping tasks, including VAT returns.Providing assistance with payroll processing activities.Performing general office...

Job OverviewSS&C Technologies Holdings, a global leader in financial services and software, is seeking a skilled Customer Service Resolution Specialist to join their team. This role involves investigating customer complaints, analyzing facts, and providing timely resolutions. ResponsibilitiesInvestigate and Resolve Complaints: Research and analyze complaint...

Key Responsibilities:Collate dataManage databasePerform general office dutiesAssist with projects and processesThe ideal candidate will have similar administration experience, ideally within a Financial organisation such as Pensions Provider, Financial Advisor, Bank or Investment firm.A competitive salary of £35,000 - £45,000 per annum is on offer, along...

About UsENGINEERINGUK is a leading provider of financial products and services, offering a range of innovative solutions through Asset Management, Life and Wealth. Our company culture values diversity and inclusivity, providing opportunities for networking and professional growth.The Finance function plays a critical role in generating value for the...

At Exchange Street Claims ltd, we prioritize our employees' growth and well-being through a comprehensive package of benefits.The estimated salary for this role is $90,000 - $130,000 per annum, depending on your qualifications and experience.We offer a generous holiday allowance, with a number of days off to recharge and refocus.In addition to this, we have...

Join Our TeamWe are looking for a highly motivated and results-driven Personal Financial Services Representative to join our dynamic team at BMO. As a key point of contact for our customers, you will be responsible for providing expert advice and guidance on personal banking products and services, as well as identifying opportunities to grow our business.