ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Recruit UK | Certified B Corp™
Glasgow
Job Description A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract. This position is pivotal in su
Job Source: Recruit UK | Certified B Corp™Recruit UK | Certified B Corp™
Glasgow, Scotland, United Kingdom
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract. This position is pivotal in supporting the admini
Job Source: Recruit UK | Certified B Corp™Guidant Global
Glasgow
We are looking for a Administrator to join our growing team where you will provide high quality support to the Doggerbank Project, ensuring our project has the necessary administration support to work as efficiently as possible. You will carry out all aspects of administration duties, including assisting team members in tasks relating to scheduling
Job Source: Guidant GlobalBerry Recruitment
Glasgow
Berry Recruitment is currently out looking for an experienced Administrator/ Office Clerk This will be initially contract until December 2024, with possibility to go permanent or be extended. More Information: Pay: £12 p/h. Monday to Friday 9am to 5pm. Hybrid - after training has been completed. Location: Glasgow - close to train station/ off site
Job Source: Berry RecruitmentTate
Glasgow
Administrator£115 per day40 hours per weekHybrid workingLocation - G2 6AY Tate are working with a leading energy supplier to recruit for an administrator in Glasgow, please read the below and if the role suits you, please feel free to apply and we will get back to you ASAP! You will carry out all aspects of administration duties, including assistin
Job Source: TateThe UPAC Group
Glasgow, Scotland, United Kingdom
NO RECRUITMENT AGENCIES PLEASE Company Description The UPAC Group is a comprehensive packaging solutions provider located in Glasgow. We offer a one-stop solution for all box packaging requirements, from concept to delivery. Our services include the production of diverse packaging solutions, such as corrugated boxes, cartons, and polythene product
Job Source: The UPAC GroupSearch
Glasgow
Administrator North Glasgow £25,000 - £26,700 Are you looking for a new opportunity?If you are a hardworking individual who enjoys variety and working at pace, we have a role that could be perfect for you…Search are partnered with a company to help them source for an administrator. The successful candidate will be providing full administrative su
Job Source: SearchThe UPAC Group
Glasgow
Job Description NO RECRUITMENT AGENCIES PLEASE Company Description The UPAC Group is a comprehensive packaging solutions provider located in Glasgow. We offer a one-stop solution for all box packaging requirements, from concept to delivery. Our services include the production of diverse packaging solutions, such as corrugated boxes, cartons, a
Job Source: The UPAC GroupGlasgow
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.
Key Responsibilities:
Provide administrative support to enhance team operations and client experience.
Manage client accounts throughout their lifecycle, ensuring accurate and timely administration.
Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation.
Process client queries and liaise effectively with Investment Managers and Advisers.
Update internal systems and dispatch client documentation as required.
Support the team by handling inbound client calls and communicating effectively across departments.
Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns.
Qualifications & Experience:
Previous experience in a similar role within Financial Services is preferred but not essential.
Minimum GCSE (or equivalent) in English and Maths at grade C or above.
Proficiency in MS Office, particularly Excel.
Strong organisational skills and a methodical approach to work.
Excellent written and verbal communication skills.
Understanding of the regulatory environment and familiarity with financial products and services.
This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today.
Location: Glasgow
Salary: Up to £30,000 per annum
Contract: 12-month fixed term
REF: 9023
Portfolio Administrator jobs in Glasgow
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.