Financial adviser Work, Jobs in Grangemouth, Fal (with Salaries)

Practice Administrator
Calderwood Financial —Linlithgow
- £25,500 - £28,000 a year
- Part-time
- Salesforce
- Accounting
- Front desk
- Referral programme
- Sick pay
Quick apply
8h
AML and Financial Crime Lead
Burges Salmon —Edinburgh
- Hybrid work
- Communication skills
Administrator
Lowland Financial Services Ltd —Dunfermline
- Temporary
- CRM software
- Analysis skills
- Travel
- Free parking
- Work from home
Quick apply
14d
Operations Support
Loc Hire —Bonnybridge
- £27,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
14h
Paraplanner - Fixed Term Contract
Attivo Group —Grangemouth
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
1d
Paralegal
TLT —Glasgow
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Executive Assistant & Team Secretary (Investment Trusts) - Edinburgh
Columbia Threadneedle Investments —Edinburgh
- Full-time
- Organisational skills
- Financial services
- In-person
- Work from home
3d
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Paraplanner (Financial Planning)
Executive Benefit Services (U.K.) Ltd. —Lanark
- From £32,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
9d
Customer Service - Senior Personal Banker
National Westminster Bank PLC —Edinburgh
- From £28,475 a year
- Full-time
- Hotel
- Organisational skills
- Communication skills
- Annual leave
9d
General Ledger Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- AI
- Communication skills
- Annual leave
- Employee discount
13d
Prudential Risk Manager
Nucleus Financial Group —Edinburgh
- Analysis skills
- Presentation skills
- Bachelor's degree
Billing Associate
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
13d
Employee Relations Advisor
BAE Systems —Glasgow
- Up to £45,000 a year
- Continuous improvement
- Communication skills
9d
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
LOAN OFFICER (IFS)
DSL Business Finance Ltd —Edinburgh
- £25,500 - £32,000 a year
- Full-time
- Hybrid work
- Basic maths
- Business development
- Travel
- Free parking
- Flexitime
Quick apply
6d
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
IFA Client Support
Whyte Sharp Independent —Edinburgh
- From £26,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
14d
Financial Reporting & Control Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee discount
3d
Telephony Account Manager (Protection)
Royal London —Edinburgh
- CRM software
- Financial services
- Communication skills
- Annual leave

I want to receive the latest job alerts for financial adviser in grangemouth, fal

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Practice Administrator

Calderwood Financial
Linlithgow

Quick apply

Job details

Permanent | Part-time | Seasonal | Full-time
£25,500 - £28,000 a year
8 hours ago

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Meeting coordination
Stakeholder liaison
Salesforce
Administrative support experience
Process improvement
Appointment booking and call handling
Accounting
Payroll
Front desk
Financial services
Client onboarding compliance checks

Full job description

Full-time | Part-time | Term-time

We are a growing financial planning practice based in the heart of Linlithgow.

We provide high-quality financial advice to individuals, families and business owners, helping our clients plan for their future and make confident financial decisions.

As our business continues to grow, we are looking for an organised, professional and personable Practice Administrator to become an important part of our team.

This is much more than a traditional administrative role. You will be at the centre of the day-to-day running of the practice, supporting our advisers, looking after our clients and helping us deliver an exceptional client experience.

The role

You will provide administrative and operational support across the practice, working closely with our financial advisers and wider team.

Your responsibilities will include:

Acting as a welcoming and professional first point of contact for clients, both in person and by telephone
Managing diaries and arranging client appointments and meetings
Preparing for client meetings and ensuring advisers have the information and documentation they need
Processing new business and maintaining accurate client records
Liaising with clients, providers and other professional contacts
Obtaining valuations, policy information and other documentation
Following up outstanding information and keeping cases progressing
Updating CRM and practice management systems
Preparing and issuing client correspondence and documentation
Supporting client onboarding and ongoing servicing processes
Ensuring records and documentation meet regulatory and compliance requirements
Assisting with anti-money laundering and client verification procedures
Monitoring shared inboxes and ensuring enquiries are dealt with promptly
Supporting the smooth day-to-day running of our Linlithgow office
Helping us continually improve our administrative processes and client journey

As a growing business, the role will evolve and there will be plenty of opportunity to take ownership of areas of the practice and develop your responsibilities over time.

About you

We’re looking for someone who genuinely enjoys being organised and making things happen.

You will be:

Highly organised with excellent attention to detail
Professional, friendly and confident dealing with clients
Comfortable managing several priorities at the same time
Proactive and willing to take ownership rather than waiting to be asked
A clear and confident communicator, both verbally and in writing
Comfortable using technology and learning new systems
Reliable and able to work independently as well as part of a small team
Discreet and comfortable handling confidential client information
Someone who takes pride in providing an excellent standard of service

Experience working in financial services, wealth management, a financial advice practice or another regulated professional environment would be particularly welcome.

Previous experience within a St. James’s Place Partner Practice would be a significant advantage, as would familiarity with Salesforce and SJP processes and terminology.

What we offer

Salary of £25,500 - £28,000 depending on experience
A permanent position, available on a full-time, part-time or term-time basis
A professional and friendly working environment in our Linlithgow office
The opportunity to join a growing financial planning business at an exciting stage of its development
A varied role where your contribution will be noticed and valued
Genuine opportunity to develop the role as the practice grows
Training and support to develop your knowledge of financial services
Opportunities for further professional development

Working with us

We’re building a business known not only for the quality of its financial advice, but for the service we give our clients.

That means the person joining us needs to care about the details: returning a call when promised, making sure paperwork doesn’t sit unnecessarily, welcoming clients warmly and spotting things that need to be done before they become a problem.

If you’re an experienced administrator who enjoys responsibility, likes working with people and would like to play an important role in a growing financial planning practice, we’d love to hear from you.

To apply, please submit your CV together with a short covering note explaining why you are interested in joining us.

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Referral programme
Sick pay

Application question(s):

Do you have previous experience of working in Financial Services and/or with Salesforce.

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in grangemouth, fal

Practice Administrator

AML and Financial Crime Lead

Administrator

Operations Support

Paraplanner - Fixed Term Contract

Paralegal

Executive Assistant & Team Secretary (Investment Trusts) - Edinburgh

Client Services Associate (Graduate)

Paraplanner (Financial Planning)

Customer Service - Senior Personal Banker

General Ledger Analyst

Prudential Risk Manager

Billing Associate

Employee Relations Advisor

Associate Wealth Planner

LOAN OFFICER (IFS)

Client Services Associate

IFA Client Support

Financial Reporting & Control Analyst

Telephony Account Manager (Protection)

I want to receive the latest job alerts for financial adviser in grangemouth, fal

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected