Financial administrator Work, Jobs in Linlithgow, Wln (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
18h
Edinburgh office - Hybrid Reception and accounts administrator role
Limetree Developments West ltd —Edinburgh
- £26,437 - £31,200 a year
- Part-time
- Hybrid work
- QuickBooks
- Front desk
- Computer skills
- Free parking
- Work from home
Quick apply
2d
Sales Ledger Administrator
ABP UK —Bridge of Allan
- Full-time
- Free parking
- Employee assistance programme
Quick apply
Administrator
3r Solutions Ltd —Broxburn
- £26,500 - £28,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Data entry
Quick apply
7d
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Finance and Accounts Administrator
Saltire Hospitality Ltd —Loanhead
- From £28,000 a year
- Full-time
- Bakery
- Organisational skills
- In-person
Quick apply
9d
Administrator
Lowland Financial Services Ltd —Dunfermline
- Temporary
- CRM software
- Analysis skills
- Travel
- Free parking
- Work from home
Quick apply
14d
Finance Assistant/Administrator
ML Photonic Ltd —Dunfermline
- £28,000 - £35,000 a year
- Full-time
- Computer skills
- In-person
- Communication skills
Quick apply
4d
Voter Engagement Support Officer
The Electoral Commission —Edinburgh
- £29,224 - £30,198 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Presentation skills
- Annual leave
- Flexible schedule
4d
Office Administrator
EQ —Edinburgh
- Hybrid work
- Databases
- Continuous improvement
- Front desk
Quick apply
Early Years Administrator
Bright Horizons —Livingston
- £28,995.20 a year
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Annual leave
Quick apply
4d
Custody Office Admin HMP Addiewell
Sodexo —Addiewell
- £26,721.24 - £28,013.21 a year
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
Business Administrator
Omexom UK —Scotland
- Microsoft Excel
- Data entry
- Organisational skills
10d
Commercial Administrator
OCS Group —Loanhead
- Monday to Friday
- Remote
- Organisational skills
- Contracts
- SharePoint
Quick apply
Accounts Administrator
Made for Trade Windows —Glasgow
- £28,000 - £31,000 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
Quick apply
7d
Administrator - Financial Services - Lanark
Executive Benefit Services (U.K.) Ltd. —Lanark
- £23,000 - £26,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Life insurance
- Sick pay
Quick apply
10d
Business Intelligence Administrator
Sodexo —Addiewell
- £26,227.50 a year
- Microsoft Outlook
- Administrative experience
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
1d
Studio Administrator for Architectural Practice
7N Architects —Edinburgh
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Databases
- Annual leave
Quick apply
20h
Pension Administrator
Aptia Group —Edinburgh
- Full-time
- Computer literacy
- Data entry
- Communication skills
IS Admin Manager
Heriot Watt University —Edinburgh
- £31,236 - £36,636 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Flexible schedule
1d

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financial administrator jobs near linlithgow, wln

Practice Administrator

Calderwood Financial
Linlithgow

Quick apply

Job details

Permanent | Part-time | Seasonal | Full-time
£25,500 - £28,000 a year
18 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 administrator jobs in linlithgow, wln

Practice Administrator

Edinburgh office - Hybrid Reception and accounts administrator role

Sales Ledger Administrator

Administrator

Wealth Management Administrator

Finance and Accounts Administrator

Administrator

Finance Assistant/Administrator

Voter Engagement Support Officer

Office Administrator

Early Years Administrator

Custody Office Admin HMP Addiewell

Business Administrator

Commercial Administrator

Accounts Administrator

Administrator - Financial Services - Lanark

Business Intelligence Administrator

Studio Administrator for Architectural Practice

Pension Administrator

IS Admin Manager

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