About

Overview
We are seeking a dedicated and detail-oriented Administrative Assistant to join our team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires strong organisational skills, proficiency in various software applications, and excellent phone etiquette. If you thrive in a fast-paced environment and are eager to contribute to our success, we encourage you to apply.

Responsibilities

• Manage incoming calls and emails with professionalism and courtesy, demonstrating excellent phone etiquette.
• Perform data entry tasks accurately and efficiently, ensuring all information is up-to-date and organised.
• Assist with clerical duties such as filing, photocopying, and scanning documents.
• Maintain office supplies inventory and place orders as necessary to ensure smooth operations.
• Prepare reports and presentations using Intelligent Office and other relevant software.
• Organise meetings, including scheduling appointments and preparing meeting materials.
• Provide general administrative support to various departments as required.

Skills

• Proficient in MS Office suite and other office software applications.
• Strong organisational skills with the ability to prioritise tasks effectively.
• Experience with Xero is an advantage but not essential.
• Experience in working within a financial services environment, preferably at Wealth management/IFA level Is preferred.
• Experience using Intelligent Office back office system is a strong advantage.
• Experience using investment platforms such as Abrdn WRAP is preferred but not essential.
• Basic understanding of financial services products such as ISA’s and pensions is an advantage.
• Excellent data entry skills with a keen eye for detail.
• Strong clerical skills including filing, typing, and document management.
• Ability to work independently as well as part of a team in a dynamic environment.
• Demonstrated ability to handle confidential information with discretion.

If you possess the necessary skills and are ready to take on this exciting opportunity as an Administrative Assistant, we look forward to receiving your application.

Job Types: Full-time, Permanent

Pay: £25,850.00-£29,950.00 per year

Additional pay:

• Yearly bonus

Benefits:

• Additional leave
• Company events
• Company pension
• Employee mentoring programme
• Financial planning services
• Free parking
• Health & wellbeing programme
• Life insurance
• On-site parking
• Private medical insurance
• Sick pay

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Glasgow G3 7SL: reliably commute or plan to relocate before starting work (required)

Education:

• GCSE or equivalent (preferred)

Experience:

• Financial services: 1 year (preferred)
• Administrative: 2 years (preferred)

Language:

• English (required)

Licence/Certification:

• Driving Licence (preferred)

Work authorisation:

• United Kingdom (required)

Work Location: In person

Application deadline: 12/06/2025