Administration Work, Jobs in Scotland (with Salaries)

Client Services Administrator
Wren Sterling —Scotland
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
2d
Administrative Assistant
Aberdeen Air Source Heating Ltd —Portlethen
- £12.71 - £15.00 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Flexible schedule
Quick apply
1d
Secretarial Administrator
Scottish Legal Aid Board —Scotland
- £31,220 a year
- Temporary
- Customer service
- IT
- Typing
- Annual leave
- Employee assistance programme
1d
Museum Assistant (Admin)
High Life Highland —Thurso
- £26,717 - £29,247 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Office
- IT
11d
Supreme Courts Administrative Officers
Scottish Courts and Tribunals Service —Edinburgh
- From £28,782 a year
- Full-time
- Annual leave
- Employee discount
12d
Part-Time Administrative Assistant Gail Goodfellow, Solicitor Advocate Criminal Defence Solicitors,
Gail Goodfellow, Solicitor Advocate —Aberdeen
- £1,000 - £1,500 a month
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
9d
Office and Administration Manager
Greenbelt Group —Glasgow
- £28,000 - £32,000 a year
- Temporary
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Administrator – Temp Contact
Blargoans Limited —Caithness-shire
- £26,807 - £31,532 a year
- Temporary
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
Project Support and Finance Administrator
Sustainable Aquaculture Innovation Cluster Ltd —Scotland
- Up to £27,600 a year
- Part-time
- Hybrid work
- CRM software
- Data analysis skills
- Analysis skills
- Work from home
Quick apply
3d
School Administrator - CG2049R
University of St Andrews —St. Andrews
- £27,319 - £31,236 a year
- Full-time
- Hybrid work
- University
- School
- Free parking
- Annual leave
General Admin Assistant (External)
Scottish Prison Service —Kilmarnock
- £28,777 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
5d
252791 Audio Typist/Clerical Officer
NHS Scotland —Dumfries
- £26,696 - £28,988 a year
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
Planning Administrative Assistant - Council Support
East Lothian Council —Haddington
- £27,665 - £29,746 a year
- Call to connect
- Microsoft Excel
- Customer service
- Microsoft Office
7d
Service Admin Assistant
British Red Cross —Dundee
- £24,479 - £24,809 a year
- Microsoft Outlook
- Customer service
- Communication skills
- Annual leave
3d
Administrative Assistant
NHS Scotland —Larbert
- £29,103 - £31,409 a year
- Weekend availability
- English
- Microsoft Office
10d
Trainee Mortgage Adviser (Administration & Customer Support)
Home Sweet Home Estate Agents —Inverness
- From £13 an hour
- Part-time
- Customer service
- IT
- Financial services
Quick apply
5d
Site Administrator
Highview —Scotland
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
4d
HR Administrator (Support & Advice / Data)
University of St Andrews —St. Andrews
- £25,353 - £26,707 a year
- Call to connect
- Hybrid work
- University
- School
- Free parking
- Annual leave
2d
Health Records Clerical Officer
NHS Scotland —Kirkcaldy
- £26,696 - £28,988 a year
- Part-time
- English
- Organisational skills
- Typing
9d
Project and Administration Officer
Cake or Dice CIC —Dundee
- £13.45 an hour
- Part-time
- Hybrid work
- Flexitime
- Work from home
Quick apply
6h

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Client Services Administrator

Wren Sterling
Scotland

Quick apply

Job details

Permanent | Full-time
£26,500 - £30,000 a year
2 days ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation. This role can be based in any of our offices in Scotland.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,500.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Experience:

Independent Financial Advice (IFA) Administrator : 1 year (required)

Work Location: Hybrid remote in Scotland

Quick apply

Refine Your Search

administration jobs in scotland

Client Services Administrator

Administrative Assistant

Secretarial Administrator

Museum Assistant (Admin)

Supreme Courts Administrative Officers

Part-Time Administrative Assistant Gail Goodfellow, Solicitor Advocate Criminal Defence Solicitors,

Office and Administration Manager

Administrator – Temp Contact

Project Support and Finance Administrator

School Administrator - CG2049R

General Admin Assistant (External)

252791 Audio Typist/Clerical Officer

Planning Administrative Assistant - Council Support

Service Admin Assistant

Administrative Assistant

Trainee Mortgage Adviser (Administration & Customer Support)

Site Administrator

HR Administrator (Support & Advice / Data)

Health Records Clerical Officer

Project and Administration Officer

I want to receive the latest job alerts for administration in scotland

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