We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Glasgow office.
Financial Planning Administrator - Glasgow, hybrid - up to £28K plus excellent company benefits including 13% Pension & 40 days holiday
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Please note this is not a fully remote role - Minimum requirement of 2 days working in the office per week.
Start Date 16th September
Starting salary between £24,200 - £27,300 (depending on hours, location, skills and experience) Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary of up to £31,200
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.
Posted by IDEX Consulting Ltd • £30K/yr to £36K/yr
The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.
We are looking for 3 IFA administrators for the team.
We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan.
Posted by Meraki Talent Limited • £29K/yr to £31K/yr
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
Posted by Meraki Talent Limited • £30K/yr to £60K/yr
General
You will be responsible for all aspects of fund administration for a number of funds.
Meraki Talent are working with a global investment bank who are looking for an experienced Fund Administration to join an expanding function in Glasgow.
Key duties will include
Liaising with the Investor Relation team, answering queries.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
You will be capable of building relationships with both new and existing private clients.