Financial advisory support occupations Work, Jobs in Glasgow, Sct (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
7d
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Client Relationship Support
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Administration Apprenticeship
Hymans Robertson LLP —Glasgow
- £24,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Communication skills
8d
Digital Support Apprentice
QA Apprenticeships —Glasgow
- £20,000 - £21,000 a year
- Full-time
- Microsoft Outlook
- Communication skills
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Senior Onboarding Calculations Consultant
Legal & General Investment Management —Glasgow
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Senior Onboarding Calculations Consultant
LegalAndGeneral —Glasgow
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Quick apply
IFA Administrator
RGH‑Global Limited —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Financial services
- Communication skills
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
8d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience

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Pensions Administrator
Hymans Robertson LLP —Glasgow
We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.
£24,000 - £32,000 a year
Quick apply
Patient Administrator
Circle Health Group —Glasgow
Staff engagement hub with access to discounts and extensive rewards and voluntary benefits. Maths, English GCSE at grades A to C or equivalent functional skills…
Up to £28,000 a year

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financial advisory support occupations jobs near glasgow, sct

Executive Assistant/Financial Services Administrator

AFS Financial Partners Ltd
Irvine

Quick apply

Job details

Permanent | Full-time
£27,000 - £30,000 a year
7 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

financial advisory support occupations jobs in glasgow, sct

Executive Assistant/Financial Services Administrator

Pensions Administrator

Client Relationship Support

Senior IFA Administrator

Associate Wealth Planner

Administration Apprenticeship

Pension Administrator

Wealth Management Administrator

Digital Support Apprentice

Senior Pension Administrator

Senior Onboarding Calculations Consultant

Senior Onboarding Calculations Consultant

IFA Administrator

Paraplanner

Senior Paraplanner

Paraplanner

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