Financial Services Administrator
4 weeks ago
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 Responsibilities:- Provide administrative support to the financial advisers, including data collation, processing, and reporting.
- Assist with report preparation, valuations, quotations, and system updates.
- Deal with clients via phone and face-to-face, providing excellent customer service.
- Research and create accurate and professional reports for clients under supervision.
- A good team player with excellent communication and organizational skills.
- Previous administration experience, ideally in a financial services environment.
- Ability to work in a fast-paced office environment and adapt to changing priorities.
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeAbout 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...
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Financial Services Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeAbout 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...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeAt Cornmarket, we are seeking a highly organized and detail-oriented Financial Services Administrator to join our operations team. The successful candidate will provide administrative support to our team of Independent Financial Planners and review team.The role involves a range of tasks, including:Processing new business applications for all products in an...
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Financial Services Transfer Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...
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Financial Services Transfer Specialist
1 month ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
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Financial Services Transfer Specialist
1 month ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
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Financial Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeAbout the Role:G2 Legal Limited is seeking a skilled Financial Administrator to join its Finance team in Glasgow. As a Billing Support Specialist, you will provide financial administrative support to the firm's clients, partners, and staff.Key Responsibilities:Perform a variety of administrative tasks, including preparation and processing of fee notes,...
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Financial Services Transfer Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe'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...
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Financial Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom KBM RESOURCING LTD Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at KBM Resourcing Ltd. As a Finance Administrator, you will play a crucial role in supporting our finance team with administrative tasks and financial duties.Key ResponsibilitiesAssist with month-end accounting processes, including reconciliation and...
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Financial Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom KBM RESOURCING LTD Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at KBM Resourcing Ltd. As a Finance Administrator, you will play a crucial role in supporting our finance team with administrative tasks and financial duties.Key ResponsibilitiesAssist with month-end accounting processes, including reconciliation and...
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Financial Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeAbout 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,...
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Financial Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeA 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...
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Financial Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Puro Accountancy Full timeJob Summary:We are seeking a highly skilled Financial Administrator to join our team at Puro Accountancy. As a key member of our accounting team, you will be responsible for managing financial transactions, preparing payroll, and assisting with VAT and tax returns.Key Responsibilities: Manage financial transactions in Xero Prepare payroll and assist with VAT...
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Financial Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom G2 Legal Limited Full timeA leading Scottish law firm is seeking a skilled Financial Administrator to join its Finance team in Glasgow. The ideal candidate will have 3 years of experience in a finance role and be proficient in IT office and financial systems.Key Responsibilities:Provide financial administrative support to clients, partners, and staff.Prepare and process fee notes,...
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Financial Services Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cornmarket Group Financial Services.The successful candidate will provide administrative support to our team of Independent Financial Planners and Review Team, ensuring the smooth operation of our financial services.Key...
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Research Financial Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom University of Glasgow Full timeJob Title: Research Financial AdministratorUniversity of Glasgow is seeking a highly skilled Research Financial Administrator to join our team. As a key member of our Research Support Office, you will play a vital role in providing financial administration support to our research staff and ensuring the smooth operation of our research projects.Key...
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Financial Services Coordinator
1 month ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeJob Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As a key member of our operations team, you will provide administrative support to our Independent Financial Planners and review team.Key Responsibilities:Process new business applications...
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Financial Services Coordinator
1 month ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeJob Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As a key member of our operations team, you will provide administrative support to our Independent Financial Planners and review team.Key Responsibilities:Process new business applications...