Financial advisory support occupations 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
5d
Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Wealth Management Administrator
RGH‑Global Limited —Scotland
- £24,000 - £28,000 a year
- Full-time
- Customer service
- IT
- Communication skills
Paraplanner / Experienced Financial Services Administrator
Advanced Financial Planning —Inverurie
- £32,000 - £35,000 a year
- Temporary
- Financial services
- In-person
- Life insurance
Quick apply
6d
Team Leader SIPP and SSAS Administration
Punter Southall Group —Edinburgh
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Trusts and Tax Administrator
DC Thomson —Dundee
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Financial Planning Administrator — route to Paraplanner and Adviser
Purpose Financial Planning —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
12h
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Principal Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Mentoring
- Employee stock purchase plan
- Life insurance
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Pension Administrator
XPS Pensions Group —Perth
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Administration Apprenticeship
Hymans Robertson LLP —Glasgow
- £24,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
Senior Paraplanner
RGH‑Global Limited —Glasgow
- From £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
Senior Pension Administrator
XPS Pensions Group —Perth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
IFA Administrator
RGH‑Global Limited —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Financial services
- Communication skills

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financial advisory support occupations jobs near scotland

Client Services Administrator

Wren Sterling
Scotland

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Job details

Permanent | Full-time
£26,500 - £30,000 a year
5 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

financial advisory support occupations jobs in scotland

Client Services Administrator

Client Administrator

Wealth Management Administrator

Paraplanner / Experienced Financial Services Administrator

Team Leader SIPP and SSAS Administration

Client Services Associate

Trusts and Tax Administrator

Senior IFA Administrator

Financial Planning Administrator — route to Paraplanner and Adviser

Pension Administrator

Senior Pension Administrator

Principal Pensions Associate

Pensions Administrator

Paraplanner

Associate Wealth Planner

Pension Administrator

Administration Apprenticeship

Senior Paraplanner

Senior Pension Administrator

IFA Administrator

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