Financial Services Administrator
2 days ago
About EIS Financial Services The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to give members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products, including retirement planning, investment planning and teachers pension advice. Purpose Of The Role The Financial Services Administrator will provide administrative support to a small but growing team of Financial Advisors and manage the day‑to‑day administrative requirements of the Glasgow office. Location & Duration Position is maternity cover for a 12‑month period and will be based in the EIS Financial Services offices in Glasgow. Accountabilities Manage the incoming post on a daily basis Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner Scan and process new business documentation on the CRM System (Intelligent Office) accurately and promptly Maintain client information in our CRM System Provide excellent customer service over the phone to both existing and prospective clients Act as the face of the company for customers who may visit the office Liaise with and follow up with third‑party providers, partners or other financial institutions as required Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients, etc.) Prepare and issue client documentation as required Prepare invoices for payment using our Finance System (Xero) Prepare monthly reports using the CRM system (e.g. Monthly Fee Income Report) Update the CRM system to reflect incoming payments and allocate to the relevant accounts Deliver post to the local post office as required Ad‑hoc office duties as required Comply with risk control and regulatory requirements relevant to this role Maintain commercial awareness relevant to this role Knowledge / Skills / Experience (Technical Competency) Experience using Intelligent Office (the financial services CRM system) is an advantage Experience in general office administration is essential Experience providing excellent customer service over the phone is essential Experience in Life Policy administration is preferable Experience in Financial Services is desirable Experience using a CRM system is desirable Proficient in Microsoft Office (Word, Excel, Outlook) Excellent attention to detail Strong organisation skills Experience working collaboratively as part of a team Behavioural Competencies Approachable and a can‑do attitude Quality‑focused with a Customer First approach Excellent attention to detail Excellent communication skills Ability to learn and carry out tasks in line with procedure Works well within a team, shares information, collaborates with and supports other members #J-18808-Ljbffr
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Financial Services Administrator
2 days ago
Glasgow, United Kingdom EIS Financial Services Limited Full timeJoin to apply for the Financial Services Administrator role at EIS Financial Services Limited The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance...
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Financial Services Administrator
4 days ago
Glasgow, Glasgow City, United Kingdom EIS Financial Services Limited Full time £35,000 - £55,000 per yearEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...
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Financial Services Administrator
2 days ago
Glasgow, United Kingdom Cornmarket Group Financial Services Ltd. Full timeEIS Financial Services: The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families’ access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and...
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Financial Services Administrator
2 days ago
Glasgow, United Kingdom EIS Financial Services Limited Full timeA financial services company in Glasgow seeks a Financial Services Administrator for temporary maternity cover. The role includes managing administrative tasks for a small team, customer service over the phone, and processing documentation using Intelligent Office and Xero. Ideal candidates will possess excellent organisational skills, attention to detail,...
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Financial Services Admin
2 days ago
Glasgow, United Kingdom Cornmarket Group Financial Services Ltd. Full timeA financial services provider in Glasgow is looking for a Financial Services Administrator to provide administrative support to their advisors. This role involves managing office communications, handling customer inquiries, maintaining client information, and ensuring excellent service. Experience in office administration and customer service is essential,...
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Financial Services Administrator
6 days ago
Glasgow, United Kingdom Cornmarket Full timeEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning Investment planning and Teachers...
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Financial Services Administrator
2 days ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full time £28,000 - £36,000 per yearEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...
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Financial Services Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full time £30,000 - £40,000 per yearEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...
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Financial Services Administrator
56 seconds ago
Glasgow, United Kingdom Succession Wealth Full time_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ - **12-Month Fixed-Term Contract**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA...
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Financial Services Administrator
1 week ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...
