Job description A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...
My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the...
Job Description This post is Fixed Term initially to 27/09/2026. West Dunbartonshire Health and Social Care Partnership is responsible for ensuring that we raise charges where people are assessed as being eligible to contribute to the cost of their care and support in a fair and equitable way. The team also looks after payment run for residential / nursing placements which are set up to pay our...
Full time or part time considered We are looking for an Admin & Invoicing Administrator to join a busy head office team in South Lanarkshire. This is an excellent opportunity for someone starting out in office administration or someone who is already working in administration but looking to gain experience in accounts and invoicing. The role will provide hands-on support across the office and...
You will apply your knowledge through live labs that reflect workplace environments, giving you the practical experience needed to move into a network-focused role. Step 4 – Job Placement Once qualified, our recruitment team works with you directly to prepare applications, set up interviews, and secure your first role in network engineering.
Location: Kilmarnock, Scotland Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Salary: £25,000 - £26,000 Hours: 40 Hours per week (5 days over 7, therefore available to work Saturday and Sunday on a rota basis) We are looking for an enthusiastic individual to join our busy Customer Support (Telesales) team working...
Elvet Recruitment are working with a successful and trusted Commercial Building Contractor to assist them finding a Site Administrator to assist with their £75m project in the North East. With a stable clientele, this company’s growth is consistently accelerating through the strong pipeline of projects as well as their successes of recent projects completed. As an Administrator, you will play a...
Location: Glasgow City Centre Hours: Monday to Friday - 8.30am to 5pm Salary: 26K to 28K dependant on experience Are you highly organised, detail-oriented, and passionate about supporting a fast-paced recruitment environment? We're looking for a Recruitment Administrator to join our thriving team within a leading recruitment agency. What you'll do: Screen CVs against set criteria to identify...
You should apply for this post by completing the application process on Jobtrain. DO NOT upload a CV as this will not be used for short listing purposes. Posts close at midnight on the indicated date unless the advert states otherwise. Post may close early due to volume of applications.
We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition. Essential requirements include: - Significant B2B sales experience within the UK financial advice sector - Experience within a national sales role covering Scotland & Northern Ireland simplybiz is the UK’s leading provider of compliance and business...
Job Description This post is Fixed Term to 26/06/2026. As this is term-time, part-time post the salary will be pro-rata to the hours worked. We are looking for an enthusiastic and organised Clerical/Administrative Assistant to join our friendly team. Reporting directly to the Head Teacher you will have responsibility for the effective and efficient delivery of a comprehensive clerical and...
You will be providing support to the team of financial planners, mainly to private clients.
You will 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 responsible for organising and scheduling key committees, managing high-impact projects, and supporting service-wide initiatives.
You will play a key role in project planning and will take ownership of developing administrative policies and protocols in collaboration with stakeholders across the service.
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported. In addition, you will be provided with study support for CII qualifications and a competitive salary.
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.
A financial services firm in Glasgow is seeking an IFA sales support professional to join their dynamic team. This role involves producing client valuations, suitability reports, and assisting with new business transactions. Applicants must have experience in an IFA practice and be familiar with compliance protocols. The position offers significant growth potential within a supportive...
You will mainly be providing support directly to the MD.
You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)
You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports
You will have a hybrid working arrangement.
You must have 1 years + experience as an IFA administrator to be successful in your application.
A financial services firm in Dundee is seeking an experienced advisor to join their high-performing team. This role offers a competitive package up to £75,000 plus bonuses, extensive support, and a well-established client portfolio. The ideal candidate will have a track record in business development and a strong professional network. This opportunity is ideal for those looking to make a...
You will mainly be providing support to the team of financial planners.
You will 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 whilst working alongside the other administrative staff/paraplanner(s)