HNW Client Services Administrator

1 week ago


Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time
Job Title: HNW Client Services Administrator

Our 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 bonuses.

Key Tasks:

As an administrator in our HNW client services team, you will be responsible for supporting the delivery of top-notch client care and ensuring seamless interactions with our clients and colleagues. Key tasks include:
  • Engaging in comprehensive training to stay updated on industry trends and best practices.
  • Managing client databases with precision and accuracy.


Successful Candidate:

The ideal candidate will hold a degree in finance and possess excellent communication and interpersonal skills. Your passion for learning and commitment to delivering exceptional results will make you a valuable asset to our team.

  • Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time

    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,...


  • Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time

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


  • Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time

    About the Job:We are looking for a highly skilled and motivated Mortgage Advisor to join our team at JohnstonGreer Ltd. In this role, you will be responsible for advising HNW individuals on Mortgages and Protection products, as well as servicing an existing client base. To succeed in this position, you will need to have experience in Mortgage & Protection...


  • Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time

    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,...


  • Stirling, Stirling, United Kingdom Aberdein Considine Full time

    About the RoleWe are seeking an experienced Administrative Support Specialist to join our busy Private Client Department in Glasgow or Stirling. The successful candidate will provide high-quality administrative support to our team of solicitors and paralegals, ensuring seamless delivery of services to our clients.Job SummaryThe role involves providing a wide...


  • Stirling, Stirling, United Kingdom Aberdein Considine Full time

    Aberdein Considine is seeking an experienced Private Client Administration Support Specialist to join their team in Glasgow or Stirling.As a key member of the Private Client Department, you will provide administrative support to solicitors and paralegals, ensuring the smooth delivery of services to clients across Scotland and beyond.With a focus on...


  • Stirling, Stirling, United Kingdom Iconic Resourcing Full time

    **Job Overview:**We are seeking an experienced Client Accounts Assistant to provide an outstanding accounting service for a reputable industry leading company based in Stirling. The role is a temporary position with a minimum contract period of 6 months.Responsibilities:Generating and distributing invoices accurately and efficientlyProcessing received income...


  • Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time

    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...


  • Stirling, Stirling, United Kingdom ABLE BRIDGE RECRUITMENT LIMITED Full time

    We are seeking an experienced Accounts Assistant/Bookkeeper to provide accounting support to a number of clients. This role will involve processing purchase invoices, reconciling client bank accounts, and assisting with the month-end process.About the RoleThis is a fantastic opportunity for a skilled administrator to join our team in Stirling. You will be...


  • Stirling, Stirling, United Kingdom Iconic Resourcing Ltd Full time

    About the JobWe are seeking a highly skilled Junior Accounting Assistant to join our team at Iconic Resourcing Ltd. As a key member of our accounting department, you will play a vital role in providing exceptional accounting services to our clients.Responsibilities will include generating and distributing invoices, documenting received income, establishing...


  • Stirling, Stirling, United Kingdom Robertson Group Full time

    As an Administration & Customer Service Advisor, you will be responsible for delivering high-quality customer care and first-class administration services. You will work closely with clients and contractors to build strong relationships and resolve any issues that may arise.Key Responsibilities:Administration Tasks: Manage office tasks, maintain accurate...


  • Stirling, Stirling, United Kingdom Focus Hotels Management Limited Full time

    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...

  • Sales Administrator

    3 weeks ago


    Stirling, Stirling, United Kingdom Pertemps Full time

    Pertemps is seeking a motivated and detail-oriented Sales Administrator to join our team in Stirling. As a key member of our sales team, you will support the sales team by managing administrative tasks, ensuring customer satisfaction, and maintaining accurate records.Job SummaryWe are looking for an individual who thrives in a fast-paced environment and has...


  • Stirling, Stirling, United Kingdom CV-Library Full time

    About the Role: We are currently recruiting for an Administrative Coordinator to join our established professional services firm in Stirling. This role offers a pathway for career development for those who demonstrate commitment and capability.The ideal candidate will possess strong organisational skills and attention to detail, with a pleasant telephone...


  • Stirling, Stirling, United Kingdom Iconic Resourcing Ltd Full time

    About the RoleIconic Resourcing Ltd is seeking a highly skilled Client Accounts Assistant to join our team. As a key member of our accounting department, you will play a vital role in providing exceptional accounting services to our clients.Your main responsibilities will include generating and distributing invoices, documenting received income, establishing...


  • Stirling, Stirling, United Kingdom Galliford Try Full time

    Our Trainee Programme is designed to give you a valuable, hands-on experience where you will develop your technical skills, meet new people and gain an academic qualification.We've been voted second in TheJobCrowd's list of Top Construction and Civil Engineering Companies for Apprentices across the UK, and we're proud to be a platinum member of the % club...


  • Stirling, Stirling, United Kingdom Pertemps Full time

    We are looking for an Administrative Coordinator to support our Installations and Equipment team in Stirling. The successful candidate will have a strong administrative background, with experience in scheduling, equipment management, and service delivery.The ideal candidate will possess excellent organizational skills, with the ability to multitask and...


  • Stirling, Stirling, United Kingdom Robertson Group Full time

    Job OverviewWe are seeking a highly skilled and organized individual to join our team as an Administration & Customer Service Advisor. This role is perfect for someone who enjoys building relationships with clients and contractors, handling complaints, and managing office tasks.


  • Stirling, Stirling, United Kingdom University of Stirling Full time

    Job Title: Administrative Programmes Coordinator We are seeking a highly organized and skilled Administrative Programmes Coordinator to join our team at the University of Stirling. About the RoleThe successful candidate will be responsible for coordinating and supervising tasks within a team of Administrators, ensuring that systems, processes, and procedures...


  • Stirling, Stirling, United Kingdom NHS Scotland Full time

    About the RoleWe are seeking an experienced Administrative Support Specialist to join our team at Falkirk Community Hospital as part of the Women and Children's Directorate. This is a fantastic opportunity for someone who is highly organized, efficient, and has excellent communication skills.