Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow.
You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades.
Ideally you will have had exposure to the True Potential system, but anything similar will be trained.
My client is one of Scotland's most well-known Independent Financial Adviser firm's and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Glasgow office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
Meraki Talent are supporting a well respected Investment Management firm who are looking to appoint a Client Onboarding Administrator to join their new offices in Glasgow.
Working as part of established team you will provide end to end administration for new clients onboarding, ensuring a first class customer service throughout.
They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role.
Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow.
As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
A leading Independent Global Loss Adjuster with offices around the world providing Loss Adjusting, Claims and Risk Management Services who have a focus on Speciality Markets and Complex Commercial are now seeking an experienced Insurance Administrator/Customer Advisor to join their Glasgow base which will be hybrid working.
You will report to the Claims Manager and be responsible for providing administrative support to the Claims team where they work with both the UK and Europe handling a mixture or Property & Liability (Personal Injury) losses through to settlement.
Key responsibilities
Ensuring data is accurately input in order to achieve high standards of quality and management information.
Meraki Talent are delighted to be engaged on the role of an Administration Assistant for a market leading and well-respected business based East Kilbride.
The salary is up to £25,000
This client is a large-scale global firm, who is growing and building their brand in markets throughout the world in 24 countries.