Client Support Administrator jobs in Kirkcaldy

Welcome to DJ Alexander, where we know Scotland inside out. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to cover Edinburgh, Glasgow, St. Andrews, Dundee and Aberdeen with over 300 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now,...

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Services to join their professional and collaborative team in Edinburgh. This is a fantastic opportunity for a detail-oriented and experienced individual to contribute to a dynamic environment where quality and client service are paramount. Key Responsibilities: - Perform manual and...

Cross Resourcing is delighted to be working in partnership with a leading legal client to recruit two Client Onboarding Assistants to join their growing Client Onboarding team, based in the Edinburgh office. The successful candidates will support the Client Onboarding Advisor, ensuring the efficient onboarding of new clients and the effective ongoing administration of existing client...

About the Company Scottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed. About the Role The role would primarily be based in the firms Edinburgh office. The work would involve all...

IFA Administrators x 6 Edinburgh Fantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh.. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The role: - Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts - Manage...

You will join the Edinburgh Private Client team at an exciting period of continued growth. The role offers a broad and stimulating workload spanning asset protection, tax, executries (including contentious matters), succession planning, wills, POAs and guardianships.

About the company: We’re delighted to be working with a leading UK Pensions Consultancy based in Edinburgh, who are now looking for an experienced Senior Pensions Administrator to join on a full-time and permanent basis. This is a hybrid role, working in the office two days per week. If you’re a detail-oriented, organised professional with a solid background in DB Pensions Administration, who...

You will be managing various administrative tasks within the department, including but not limited to the managing of the proposal development process, from identifying RFP opportunities to submission, to secure new business opportunities. The role will work closely with cross-functional teams to gather information, create compelling proposals, and ensure timely submission.

Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: - Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records - Prepare client review...

Sales Administrator Scotland East region, Edinburgh, EH12 9DH Competitive salary + attractive benefits At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment for our people. We create better...

Deans Solicitors and Estate Agents LLP are a fast-paced and customer-focused firm offering Estate Agency, Conveyancing and Private Client services across Edinburgh and The Lothians. Due to growth, we are looking for an experienced Private Client Solicitor to join our supportive and collaborative team. Previous Private Client experience is essential. This is an excellent opportunity for a...

Mortgage Administration Team Leader Edinburgh, Scotland - hybrid Salary dependent on experience + bonus & excellent benefits Our client a customer focused financial services organisation has an exciting opportunity for a Mortgage Administration Team Leader. Reporting to the Head of Mortgage Operations, you will be responsible for the efficient management of the Mortgage Administration...

Role Purpose Our client is an exciting start-up, within the Bridging Finance space. We are looking for an Administrator to join the team - you'll be responsible for handling inbound enquiries from potential borrowers, brokers, and other stakeholders. This role involves assessing the initial eligibility of applications, guiding applicants through the early stages of the process, and preparing...

Were looking for a motivated and enthusiastic Administrator, to join a condition monitoring company and leading provider of plant reliability products and services. The Scotland Administrator & Planner will be responsible for providing administrative support to the Asset Management team along with routine and ad hoc planning for the AM team in Scotland. This will also include equipment ownership...

You should have previous experience of working in a busy office, possessing the skills and competencies normally associated with 3 years experience.

You should be educated to Standard Grade/National 5 level; preferably with an administration qualification at HNC/SVQ3 or equivalent.

You must have the ability to register with SSSC within 6 months of taking up employment in this role (Early Learning Centres/Primary and Special Schools only) and must complete the required Post Registration Training and Learning (PRTL) over the registration period.

You must ensure you complete the qualification within the specified timeframe.

You will bring with you the following skills and experience: Relevant professional qualification (i.

You will help shape how the firm delivers knowledge, training and innovative legal products to both internal teams and major clients across the UK and internationally.

You will be providing support to the team of financial planners, mainly to private clients.

You will help prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc.

You will be expected to provide support to the registered nursing team, by carrying out an extended range of assigned clinical tasks as well as direct patient care and associated administrative duties.

You must be adaptable to change and have the ability to work without direct supervision.