Executive Assistant

Job Title: IFA AdministratorLocation: Glasgow (occasionally in Edinburgh) Salary Range: £25,000 - £35,000 per annum (DOE) + bonus, benefits, and study support Employment Type: Full-time, Permanent, HybridAbout EWS Financial AdvisersEWS is a Chartered Independent Financial Adviser firm offering whole-of-market advice across pensions, investments, estate planning, and protection. With nearly 20 years of experience, EWS is known for its client-first, fee-based approach, delivering optimal financial performance with transparency and integrity.Our team works tirelessly to help our clients live the life they want to live, and this ethos translates down to our staff as well. We are keen to speak to anyone who puts people at the heart of what they do, take pride in their work, deliver great outcomes, do the right thing and relish the chance for self-improvement.Key ResponsibilitiesProvide high-level administrative support to Chartered Financial PlannersReport directly to the Practice, Position: Call Centre Advisor Location: Kilmarnock (Hybrid) Salary: £25,000 + monthy bonus Pertemps are currently working with a global financial services organisation, who are looking for Customer Solutions Agents to join their busy team. We are keen to speak to...

ManagerProcess new business applications across pensions, investments, and protection productsLiaise with providers to obtain valuations, policy details, and manage client servicingMaintain and update client records using internal CRM systems (Intelliflo Office)Prepare documentation for client meetings and ensure timely follow-upEnsure compliance with FCA regulations and internal proceduresSupport onboarding of new clients using EWS's paperless systemsAssist in managing the advisers' diaries and meeting arrangementsCandidate RequirementsEssentialMust have experience in an IFA or wealth management environmentMust have experience with IO (Intelliflo Office) and some experience with Genovo, FE Analytics and/or CashCalcStrong understanding of pensions, investments, and protection productsExcellent organisational and communication skillsStrong team working ethicHigh attention to detail and ability to manage multiple tasksFamiliarity with FCA compliance and regulatory frameworksDesirableSome
progress towards CII RO qualifications (potential support for further study towards these qualifications if only part achieved)Experience in producing high level reports via above platformsParaplanning experienceBenefitsCompetitive salary with annual performance bonus28 days holiday plus bank holidaysPension scheme and private healthcareOpportunities for career progression within a Chartered firm, EWS has clearly defined succession planning pathways and career development opportunitiesSupportive and collaborative team cultureJob Type: Full-timeBenefits:Company pensionFinancial planning servicesOn-site gymExperience:IFA Administrative : 1 year (required)Intelliflo Office: 1 year (required)Work Location: Hybrid remote in Glasgow, G2 6HJ
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£31,827 - £35,000

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Customer Service Agent

Pertemps Scotland
£25,000

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