Current jobs related to Financial Services Administrator - Glasgow - Succession Wealth

  • Only for registered members Glasgow

    As the Service Administrator you will work directly to the Service Managers providing comprehensive day to day administrative support for the service. · Provide financial administration for the service, supported by the Service Managers. · Coordinate building and equipment needs ...

  • Only for registered members Glasgow

    Service Administrator is required to run the daily operations of the service department. This requires efficient and effective running of a small team of engineers to meet customers service contracts. · Handling of incoming and outgoing calls with client systems faults · Directin ...

  • Only for registered members Glasgow

    Scot JCB are looking for an experienced Service Administrator to join our busy team in Glasgow. This is a key role where you'll manage customer accounts, coordinate with our dealers, and help deliver the first-class service we are known for. · Acting as the first point of contact ...

  • Only for registered members Glasgow, Scotland

    Scot JCB are looking for an experienced Service Administrator to join our busy team in Glasgow. This is a key role where you'll manage customer accounts, coordinate with our dealers, and help deliver the first-class service we are known for. · Acting as the first point of contact ...

  • Only for registered members Glasgow

    The Financial Services Administrator will provide administrative support to a small team of Financial Advisors and manage the day-to-day administrative requirements of the Glasgow office. · Manage the incoming post on a daily basis · Ensure queries received via the website or by ...

  • Only for registered members Glasgow

    The Financial Services Administrator will provide administrative support to a small team of Financial Advisors and manage the day-to-day administrative requirements of the Glasgow office. · Manage the incoming post on a daily basis · Ensure queries received via the website or by ...

  • Only for registered members Glasgow

    We are seeking a talented individual to join Mercer Marsh Benefits in Glasgow. This is a hybrid role that has a requirement of working at least four days a week in the office. We are recruiting a Client Service Administrator to join our Glasgow team. This part of the business is ...

  • Only for registered members Glasgow

    The Financial Services Administrator will provide administrative support to a small team of Financial Advisors and manage the day-to-day administrative requirements of the Glasgow office. · Manage the incoming post on a daily basis · Ensure queries received via the website or by ...

  • Only for registered members Glasgow, Scotland

    The Financial Services Administrator will provide administrative support to a small team of Financial Advisors and manage the day-to-day administrative requirements of the Glasgow office. ...

  • Only for registered members Glasgow, Scotland

    We are seeking a talented individual to join Mercer Marsh Benefits in Glasgow. This is a hybrid role that has a requirement of working at least four days a week in the office. · Have ongoing communication with clients, colleagues and providers · Accurate and timely completion and ...

  • Only for registered members Glasgow, Scotland

    Murray Recruitment are recruiting a Service Administrator for our client based in Glasgow. This is a fantastic opportunity to join a busy and growing team in a permanent, full-time role. · Efficiently log all breakdowns and maintenance requests onto internal systems. · Allocate j ...

  • Only for registered members Glasgow, United Kingdom

    The Financial Services Administrator will provide administrative support to a small team of Financial Advisors and manage the day-to-day administrative requirements of the Glasgow office. · ...

  • Only for registered members Glasgow

    We are seeking a talented individual to join Mercer Marsh Benefits in Glasgow. This is a hybrid role that has a requirement of working at least four days a week in the office. Within your role you will deliver superior analytical and consulting support to consulting teams and cli ...

  • Only for registered members Glasgow, Scotland

    We are seeking a talented individual to join Mercer Marsh Benefits in Glasgow. This is a hybrid role that has a requirement of working at least four days a week in the office. · Have ongoing communication with clients, colleagues and providers · Accurate and timely completion and ...

  • Only for registered members Glasgow Full time £30,609 - £32,220 (GBP)

    This is a full time role based in either Abingdon, Edinburgh, Glasgow, Manchester, Leeds, Chester, Bristol, Hove, New Exeter. Join us as a Bereavement Associate & make a real difference for families. Step into a truly meaningful role with the UK Private Banking Estate Administra ...

  • Only for registered members Greater Glasgow Area

    The Customer Service Administrator role at GAP Group involves building strong customer relationships, understanding hire needs, and ensuring stock levels meet demand. The successful applicant will demonstrate excellent customer service skills, effective communication skills, and ...

  • Only for registered members Glasgow Full time

    We are looking to fill the role of HR Shared Services Administrator in our Glasgow/Manchester city centre office. The successful candidate will have a strong administration background, customer experience, and working in a process-driven environment. · ...

  • Only for registered members Glasgow Full time

    We are looking to fill the role of HR Shared Services Administrator in our Glasgow/Manchester city centre office. The successful candidate will have a strong administration background, customer experience, and working in a process-driven environment. · Case Management through the ...

  • Only for registered members Glasgow

    We are looking to fill this role quickly therefore encourage early applications as interviews will commence as soon as possible. This is an excellent opportunity to take your first step into our HR team at Mott MacDonald. · Case Management through the Mott MacDonald MyHR system · ...

  • Only for registered members Glasgow

    We are looking to fill this role quickly therefore encourage early applications as interviews will commence as soon as possible. This is an excellent opportunity to take your first step into our HR team at Mott MacDonald. · Case Management through the Mott MacDonald MyHR system · ...

  • Only for registered members Glasgow G SE

    We have an excellent opportunity for a Client Administrative Services Associate to join the Chief Administrative Office (CAO). The successful candidate can be based within a commutable distance to any of the RBC Brewin Dolphin office network. · Carry out client call backs/direct ...

  • Financial Services Administrator - Glasgow - Succession Wealth

    Succession Wealth
    Succession Wealth Glasgow

    2 months ago

    Description

    Financial Services Administrator - Wealth Management

    12m Fixed Term and Permanent Roles Available

    Excellent benefits package (see below for full details)

    Hybrid working, based partly from home and partly from our Glasgow office.

    We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

    Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team on a 12 month fixed term contract. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

    The role:

    The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times.

    On a day to day basis you can expect to be:

    • Liaising with policy providers for policy details and obtaining policy illustrations.
    • Processing new business applications, tracking to completion.
    • Co-ordinating wealth planner's diaries and arranging client meetings.
    • Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
    • Responding to email enquiries and liaising directly with clients.
    • Sending prepared investment information and reports to clients.
    • Ensuring all data entry is completed accurately and within specified timelines.

    To be successful in the role you will need:

    • At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support.
    • Experience of XPLAN is desirable.
    • Good communication, literacy and numeracy skills with a high degree of accuracy.
    • Excellent interpersonal and organisational skills.
    • Good working knowledge of Microsoft Word and Excel.

    What you can expect from us:

    A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

    • 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
    • Excellent company pension scheme with a generous employer contribution.
    • Agile and family friendly working arrangements to allow for a great work/life balance.
    • Company sick pay.
    • Enhanced maternity, paternity and adoption pay.
    • Up to 40% discount on Aviva Insurance & Investment products.
    • £465 towards the purchase of home office equipment.
    • Group Life Assurance Scheme: 8 x salary.
    • Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more
    • A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
    • Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
    • Support with cost of professional exams /study days.
    • Charity Days.
    • Company Events

    Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

    • Employee Assistance Programme including access to a 24/7 support line.
    • Access to mental health first aiders.
    • Menopause support.
    • Parental and compassionate leave.
    • Wellbeing Library and Hub.
    • Aviva DigiCare and Workplace.
    • Bereavement Helpline.

    Support in achieving your career goals:

    • Sponsorship for relevant professional exams and study leave.
    • Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
    • Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
    • Clear career pathways and endless internal job opportunities.
    • Access to a huge range of free courses via our Learning Management system.

    We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

    Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

    In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

    Job Type: Full-time

    Pay: £25,000.00-£28,000.00 per year

    Benefits:

    • Company events
    • Enhanced maternity leave
    • Enhanced paternity leave
    • Health & wellbeing programme
    • Life insurance
    • Sick pay
    • Work from home

    Work Location: Hybrid remote in Glasgow G1


Jobs
>
Financial services administrator
>
Financial services administrator in Glasgow