Financial Services Administrator

1 month ago


Paisley, United Kingdom Eden Scott Full time
About the Role

We are seeking an experienced IFA Administrator to join our close-knit team based on the outskirts of Glasgow. As a key member of our team, you will provide administrative support to our advisers, working at a senior level to ensure seamless delivery of services to our clients.

Key Responsibilities
  • Provide exceptional administrative support to our advisers, ensuring timely and accurate completion of tasks.
  • Act as the first point of contact for clients, providing a high level of service and ensuring a positive experience.
  • Coach and mentor junior staff members, promoting a culture of excellence and continuous improvement.
  • Carry out analytical work and request documentation as required, ensuring compliance with FCA regulations.
  • Conduct research prior to meetings, providing valuable insights and recommendations to our advisers.
Requirements

We are looking for an individual with experience in an IFA office or provider, with a strong understanding of financial services administration. You will have excellent organisational skills, with the ability to multi-task in a dynamic environment. A flexible approach to work and a commitment to delivering exceptional results are essential.

What We Offer

In return for your expertise and dedication, we offer a highly competitive salary and benefits package, with opportunities for progression and professional development. You will work in a friendly, relaxed, and professional environment, with the chance to learn from experienced professionals and progress towards paraplanning.



  • Paisley, United Kingdom Eden Scott Full time

    Job Title: Financial Services Administrator RoleAre you an organized and detail-oriented individual with a passion for the financial services industry? Do you have experience in administrative roles and a strong understanding of regulatory requirements? We are seeking a skilled IFA Administrator to join our team at Eden Scott, a reputable financial practice...


  • Paisley, United Kingdom Eden Scott Full time

    Job Title: IFA Administrator, Trainee ParaplannerOur client, a reputable Financial practice, is seeking an experienced IFA Administrator to join their close-knit team based on the outskirts of Glasgow. As a key member of the team, you will provide administrative support to advisers, act as the first point of contact for clients, and ensure that all work is...


  • Paisley, United Kingdom Milne Craig Full time

    **Title: IFA Support Administrator** **Firm: Milne Craig** **Location: Paisley** Milne Craig have an exciting opportunity for an IFA Support Administrator. We are a leading Wealth Management and Accountancy firm, with the original accountants Milne Craig & Corson, founded in 1914. Our financial services division was established by our existing Director...


  • Paisley, United Kingdom Search Full time

    Service Contracts AdministratorJob Summary: We are seeking a detail-oriented Service Contracts Administrator to manage company processes, provide back-office support for engineering teams, and ensure smooth project completion.Key Responsibilities:Service Management: Communicate with engineers to ensure timely work completion, manage subcontractor orders, and...


  • Paisley, United Kingdom Search Full time

    Service Contracts AdministratorJob Summary: We are seeking a detail-oriented Service Contracts Administrator to manage company processes, provide back-office support for engineering teams, and ensure smooth project completion.Key Responsibilities:Service Management: Communicate with engineers to ensure timely work completion, manage subcontractor orders, and...

  • HR Administrator

    5 months ago


    Paisley, United Kingdom RT Online Services Ltd Full time

    We are an outsourced Business Support company that provides the HR Services, IT Support and Accounts/Purchasing Administration for several growing retail brands across Scotland. Due to rapid growth within the Business, we have a requirement for an experienced Full Time HR Administrator to join our expanding team. This role will be based in our Head Office...

  • HR Administrator

    5 months ago


    Paisley, United Kingdom RT Online Services Ltd Full time

    We are an outsourced Business Support company that provides the HR Services, IT Support and Accounts/Purchasing Administration for several growing retail brands across Scotland. Due to rapid growth within the Business, we have a requirement for an experienced Full Time HR Administrator to join our expanding team. This role will be based in our Head Office...

  • HR Administrator

    5 months ago


    Paisley, United Kingdom RT Online Services Ltd Full time

    We are an outsourced Business Support company that provides the HR Services, IT Support and Accounts/Purchasing Administration for several growing retail brands across Scotland. Due to rapid growth within the Business, we have a requirement for an experienced Full Time HR Administrator to join our expanding team. This role will be based in our Head Office...


  • Paisley, Renfrewshire, United Kingdom NHS National Services Scotland Full time

    Job Title: Administrative Support OfficerNHS National Services Scotland is seeking an experienced Administrative Support Officer to join our team in the Dermatology department.About the Role:This is an exciting opportunity to work in a dynamic and supportive environment, providing administrative and secretarial services to the Dermatology Service Manager,...


  • Paisley, Renfrewshire, United Kingdom NHS National Services Scotland Full time

    Job Title: Administrative Support OfficerNHS National Services Scotland is seeking an experienced Administrative Support Officer to join our team in the Dermatology department.About the Role:This is an exciting opportunity to work in a dynamic and supportive environment, providing administrative and secretarial services to the Dermatology Service Manager,...

  • Administrator

    2 weeks ago


    Paisley, United Kingdom Turning Point Scotland Full time

    Post: Administrator Service: Turnaround Based: Gleniffer Road, Paisley, PA2 8UL Hours: Full Time/ Part Time Salary: £23, - £24, Contract: Permanent Unleash Your Potential: Help us Change Lives? Because People Matter at Turning Point Scotland , why not join us to reach your full potential. Our Turning Point Scotland Service in ...


  • Paisley, Renfrewshire, United Kingdom Sytner Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Trainee Service Administrator to join our Aftersales Department at Porsche Centre Glasgow. As a critical member of our team, you will support the Service Management Team, Service Advisors, and Warranty Administrator in ensuring the smooth operation of our Service Department.Key...


  • Paisley, Renfrewshire, United Kingdom Sytner Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Trainee Service Administrator to join our Aftersales Department at Porsche Centre Glasgow. As a critical member of our team, you will support the Service Management Team, Service Advisors, and Warranty Administrator in ensuring the smooth operation of our Service Department.Key...

  • HR Administrator

    5 months ago


    Paisley, United Kingdom Consilium Contracting Services Full time

    About Us: Consilium delivers combined reactive and planned works primarily in the public sector for many RSLs, making us the go-to partner for these essential services. Established in 2014, we take pride in being a diverse, flexible, and competent team. Our head office is based in Paisley, Renfrewshire, with regional offices strategically located in...


  • Paisley, United Kingdom Turning Point Scotland Full time

    Administrative Support RoleWe are looking for an enthusiastic and dynamic individual to join our team as an Administrator. As part of our thriving and diverse team, you will provide general administrative support, including financial administrative tasks.Key responsibilities include:Providing administrative support to the teamManaging and prioritizing a busy...


  • Paisley, United Kingdom Thermo Fisher Scientific Full time

    **Work Schedule** Other **Environmental Conditions** Office - Lead Administrative Services Coordinator **Position Summary**: To provide administrative support to the Inchinnan site Operational Support team interacting with all other departments across the site, ensuring efficient running of the maintenance activities of the site. **Main...


  • Paisley, United Kingdom Thermo Fisher Scientific Full time

    Lead Administrative Services Coordinator To provide administrative support to the Inchinnan site Operational Support team interacting with all other departments across the site, ensuring efficient running of the maintenance activities of the site. **Main Responsibilities**: - Duties of the Administrative Assistant include providing support the team. -...

  • Administrator

    5 months ago


    Paisley, United Kingdom Turning Point Scotland Full time

    Job Description *** **Service: Turnaround Residential** **Based: Paisley** **Hours**:Full Time - 37 Hrs Week** **Salary: £23,088 (£12.00 per hour) - Cost of living award pending** **Contract: Permanent** **Unleash Your Potential: Help us Change Lives?** **Because People Matter** at **Turning Point Scotland**, why not join us to reach your full...


  • Paisley, United Kingdom Pertemps Scotland Full time

    Financial Officer RolePertemps Scotland is partnering with an organisation to add to their Finance Team. This role is initially for a period of 3 months, with an opportunity to become permanent. The client seeks someone with previous experience in a busy finance department or a recent graduate with a BA in Accountancy looking to develop their career. The...


  • Paisley, United Kingdom Pertemps Scotland Full time

    Financial Officer RolePertemps Scotland is partnering with an organisation to add to their Finance Team. This role is initially for a period of 3 months, with an opportunity to become permanent. The client seeks someone with previous experience in a busy finance department or a recent graduate with a BA in Accountancy looking to develop their career. The...