ⓘ 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.
Meraki Talent Limited
Glasgow
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
Job Source: Meraki Talent LimitedPARADIGM EMPLOYMENT SERVICES LTD
Glasgow
Financial Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Glasgow 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
Job Source: PARADIGM EMPLOYMENT SERVICES LTDReed
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: ReedKnight 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 RecruitmentST 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 ConsultingGlasgow
My client is one of Scotland’s most well-known Independent Financial Adviser firm’s and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Glasgow office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
The successful candidate will ideally be qualified with some financial planning qualifications, although this isn’t essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms
Responsibilities include
Day to Day client and provider enquiries
Arranging meetings for the financial adviser
Preparing literature for client meetings, including reports and valuations
Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.
Don’t delay, apply today for a confidential discussion.
Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Financial Planning 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.