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Risk Free Recruitment Ltd
Glasgow
FINANCIAL ADMINISTRATOR- Job Description Our national Wealth Management client is growing and is looking to build the team with excellence in their Glasgow office. Primary Tasks: Application Processing * Prepare application forms for many different plan types (investment including IHT plans and offshore products, life including income protectio
Job Source: Risk Free Recruitment LtdKnight Temple Recruitment
Glasgow
Our client is a well-known long-established award-winning provider of some of the best life and protection products and private health products on the market today. Due to maternity leave, we are seeking to appoint appropriate cover to work within their offices in Cambuslang, Glasgow. The duration of the contact is between 7-10 months and may for
Job Source: Knight Temple RecruitmentReed
Glasgow
? Join Our Clients Financial Planning Team as an Executive Assistant in Glasgow! ? Are you a skilled professional with a passion for providing top-notch support services to Financial Planners? Do you thrive in a fast-paced environment where exceptional client service is the norm? Look no further! As an Executive Assistant, you’ll play a pivotal rol
Job Source: ReedReed
Glasgow
�? Join Our Clients Financial Planning Team as an Executive Assistant in Glasgow! �? Are you a skilled professional with a passion for providing top-notch support services to Financial Planners? Do you thrive in a fast-paced environment where exceptional client service is the norm? Look no further! As an Executive Assistant, you’ll play a pivotal r
Job Source: ReedReed
Glasgow
�? Join Our Clients Financial Planning Team as an Executive Assistant in Glasgow! �? Are you a skilled professional with a passion for providing top-notch support services to Financial Planners? Do you thrive in a fast-paced environment where exceptional client service is the norm? Look no further! As an Executive Assistant, you’ll play a pivotal r
Job Source: ReedST Resourcing Ltd
Glasgow
Having the skills and experience to be successful in a consultancy role requires confidence that what you promise to clients, can be delivered. This is why this role is a great opportunity for you as the supporting departments covering technical content and compliance checking are tried, tested and established which means that you can consult with
Job Source: ST Resourcing LtdPropSource Consulting
Scotland, United Kingdom
*** PropSource Consulting has entered an exclusive agreement with a fast-growing, boutique planning consultancy in Central London as they look to grow their team with the addition of a Director *** Vacancy: Infrastructure Planning Director (Energy) Benefits include (but not limited to) equity, annual bonus, 29 days annual leave, hybrid / remote w
Job Source: PropSource ConsultingParadigm Employment Services
Glasgow
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: Paradigm Employment ServicesGlasgow
Financial Planning Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.
Background: Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
Strong attention to detail and accuracy in data entry and documentation.
Proficient computer skills, including MS Office Suite and CRM software.
Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
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Financial Planning Administrator jobs in Glasgow
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