Business operations assistant Work, Jobs in Largs, Nay (with Salaries)

Executive Assistant/Financial Services Administrator
AFS Financial Partners Ltd —Irvine
- £27,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
8d
General Admin Assistant (External)
Scottish Prison Service —Kilmarnock
- £28,777 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Accommodation - Accommodation Supervisor - HK1
Parkdean Resorts —Wemyss Bay
- Weekend availability
- Supervising experience
- Resort
- Store discount
- Employee assistance programme
Quick apply
Assistant General Services Manager
Sodexo —Paisley
- Up to £35,000 a year
- Weekend availability
- Laboratory experience
- Microsoft Office
- Administrative experience
- Employee assistance programme
Quick apply
6d
Sales Assistant - UNIQLO Glasgow
UNIQLO —Glasgow
- From £13.45 an hour
- Part-time
- Customer service
- Employee discount
Property Assistant
Awaze —Isle Of Arran
- Weekend availability
- Employee discount
Cruise Product Assistant (CruiseKings)
Brooklyn Travel —Ayr
- Hybrid work
- Up to 50% travel
- Administrative experience
- Employee discount
Quick apply
3d
Personal Assistant
Chisholm Hunter Ltd —Glasgow
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
Assistant General Manager
RES Events Limited —Glasgow
- Full-time
- Hospitality
- Bar
- Management
Quick apply
11d
Retail Assistant (Opticians)
Boots —Clydebank
- Weekend availability
- Employee assistance programme
- Employee discount
Retail Assistant (Ardrossan/Troon)
CalMac Ferries Limited —Troon
- £13.45 an hour
- Part-time
- Customer service
- Computer literacy
- Communication skills
- Annual leave
13d
Solutions Analyst II
JPMorganChase —Glasgow
- Full-time
- Data analysis skills
- Master's degree
- SQL
Temporary Sales Assistant - UNIQLO Argyle Street
UNIQLO —Glasgow
- From £13.45 an hour
- Part-time
- Customer service
- Employee discount
Finance Assistant - SEC Glasgow
Levy —Glasgow
- £32,000 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Office
- Annual leave
- Employee assistance programme
12d
Senior Project Support Assistant
Assystem —Helensburgh
- Hybrid work
- Communication skills
- Employee assistance programme
- Sick pay
Retail Assistant - Online Picker
Iceland —Alexandria
- £11.60 - £12.71 an hour
- Part-time
Retail Customer Service - 24 Hours
Betfred —Saltcoats
- £12.71 an hour
- Part-time
- Customer service
- Cash handling
- Annual leave
- Employee assistance programme
Quick apply
Sales Assistant
JACK & JONES —Glasgow
- Part-time
- Merchandising
- Employee discount
22h
Finance Assistant
T-Squared —Glasgow
- Full-time
- Microsoft Office
- Analysis skills
- Travel
- Employee discount
- Life insurance
Quick apply
Depot Assistant
First Bus —Glasgow
- Full-time
- Computer literacy
- Administrative experience
- Time management
- Employee assistance programme
- Employee discount
5d

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business operations assistant jobs near largs, nay

Executive Assistant/Financial Services Administrator

AFS Financial Partners Ltd
Irvine

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Job details

Permanent | Full-time
£27,000 - £30,000 a year
8 days ago

Benefits

Free parking
Financial planning services
Company pension
Employee discount
Referral programme

Qualifications

Microsoft Word
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services
Communication skills
Time management

Full job description

Experienced Financial Services Professionals Only

We are seeking an experienced and highly organised Executive Assistant / Financial Services Administrator to join our growing Independent Financial Adviser (IFA) practice.

We are looking for someone who can make an immediate contribution to the business and who already has experience working within an Independent Financial Adviser (IFA), Wealth Management or Financial Planning firm.

If you do not have previous experience in financial services administration, your application will unfortunately not be considered.

This is a varied role that combines Executive Assistant responsibilities with financial services administration, supporting the Directors and advisers while helping to ensure the smooth running of the business and delivering an exceptional service to our clients.

The Role

This is an excellent opportunity to become a key member of a growing financial planning business. The successful candidate will have the opportunity to take ownership of processes, contribute to business improvements and develop their career as the business continues to grow.

As a key member of our team, you will be responsible for providing high-level administrative support while also managing a wide range of financial services administration tasks.

Your responsibilities will include:

Executive Assistant Duties

Managing diaries, appointments and meetings.
Organising workloads and prioritising key business activities.
Managing emails and correspondence.
Preparing meeting packs and documentation.
Coordinating projects and following up outstanding actions.
Supporting the Directors with day-to-day business operations.
Maintaining accurate records and ensuring deadlines are met.

Financial Services Administration

Processing new business applications.
Preparing client documentation and suitability paperwork.
Liaising with investment platforms, pension providers and insurers.
Managing client records using the firm's back-office systems.
Monitoring applications through to completion.
Assisting with annual reviews and ongoing client servicing.
Ensuring all work complies with FCA regulatory requirements and internal procedures.

Essential Requirements

To be considered for this position, you must have:

A minimum of two years' experience working within an Independent Financial Adviser (IFA), Wealth Management or Financial Planning firm.
Previous experience as an Executive Assistant, Personal Assistant, Senior Administrator or Financial Services Administrator.
Experience of financial services administration, including pensions, investments, protection and/or mortgages.
Experience liaising with financial providers, platforms and clients.
Excellent organisational and time management skills.
Outstanding attention to detail and accuracy.
Strong written and verbal communication skills.
The ability to work independently, manage multiple priorities and maintain confidentiality.

Desirable Experience

While not essential, experience of the following would be advantageous:

Intelligent Office (IO).
Provider platforms such as Aviva, Quilter, Transact, Abrdn, Aegon, Royal London or similar.
Microsoft Office 365, including Outlook, Word and Excel.
An understanding of FCA regulatory requirements and Consumer Duty.

What We Offer

Competitive salary of £27,000–£30,000, depending on experience.
A permanent, full-time office-based role.
A supportive and friendly working environment.
Opportunities for ongoing training and professional development.
The chance to become an integral part of a growing and ambitious financial planning business.
Company pension.

Before You Apply

Please ensure your CV clearly demonstrates your experience within an IFA, Wealth Management or Financial Planning practice.

Applications from candidates without relevant financial services experience will not be progressed.

If you are an experienced Executive Assistant or Financial Services Administrator looking for a varied role where you can make a genuine impact within a professional and growing business, we would be delighted to hear from you.

Pay: £27,000.00-£30,000.00 per year

Benefits:

Company pension
Employee discount
Financial planning services
Free parking
Referral programme

Work Location: In person

Quick apply

Refine Your Search

business operations assistant jobs in largs, nay

Executive Assistant/Financial Services Administrator

General Admin Assistant (External)

Accommodation - Accommodation Supervisor - HK1

Assistant General Services Manager

Sales Assistant - UNIQLO Glasgow

Property Assistant

Cruise Product Assistant (CruiseKings)

Personal Assistant

Assistant General Manager

Retail Assistant (Opticians)

Retail Assistant (Ardrossan/Troon)

Solutions Analyst II

Temporary Sales Assistant - UNIQLO Argyle Street

Finance Assistant - SEC Glasgow

Senior Project Support Assistant

Retail Assistant - Online Picker

Retail Customer Service - 24 Hours

Sales Assistant

Finance Assistant

Depot Assistant

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