National AI Awards 2025Discover AI's trailblazers! Join us to celebrate innovation and nominate industry leaders.

Nominate & Attend

Business Support Assistant - Financial Services

Stirling
3 weeks ago
Create job alert

The role - Business Support (Financial Services)

Location - Stirling

Salary - £24-28k (depending on experience)

Hours - 9.00-17.00

We are seeking a detail-oriented and proactive Financial Services Administrator to join our clients Wealth Management team. The successful candidate will provide comprehensive administrative support to our financial advisers and clients, ensuring the efficient operation of their wealth management services.

Key Responsibilities:

Client Support: Assist clients with account inquiries, transaction processing, and service requests. Ensure a high level of client satisfaction through prompt and professional communication.
Documentation Management: Prepare, review, and maintain client documentation, including account opening forms, investment proposals, and compliance records. Ensuring all documents are accurate and up to date.
Data Entry and Reporting: Accurately input client data into our financial systems and generate regular reports for advisers and management. Maintain data integrity and confidentiality.
Meeting Coordination: Schedule and coordinate client meetings, including preparing necessary materials and follow-up actions. Assist in organising client events and seminars.
Compliance and Regulatory Support: Ensure all activities comply with industry regulations and company policies. Assist in the preparation of compliance reports and audits.Administrative Tasks: Perform general administrative duties such as filing, mail handling, and office supply management. Support the team with ad-hoc tasks as needed.

Experience: Previous experience in financial services or wealth management.

Experience of using Salesforce, Apus or similar CRM systems (desirable)Skills:

Strong organisational and multitasking abilities.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite and financial software.
Attention to detail and high level of accuracy.
Ability to work independently and as part of a team.If you are interested in taking on this exciting opportunity, please contact us at (phone number removed) to discuss your experience and learn more about our client. We look forward to hearing from you soon!

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Related Jobs

View all jobs

Finance Business Partner

Assistant Group Head of IT

Mandarin Speaking AVP Business Intelligence Analyst

Data Analyst Assistant

Payroll Assistant

Administrative Assistant - Talent Acquisition

National AI Awards 2025

Subscribe to Future Tech Insights for the latest jobs & insights, direct to your inbox.

By subscribing, you agree to our privacy policy and terms of service.

Industry Insights

Discover insightful articles, industry insights, expert tips, and curated resources.

LinkedIn Profile Checklist for Data Science Jobs: 10 Tweaks to Elevate Recruiter Engagement

Data science recruiters often sift through dozens of profiles to find candidates skilled in Python, machine learning, statistical modelling and data visualisation—sometimes before roles even open. A generic LinkedIn profile won’t suffice in this data-driven era. This step-by-step LinkedIn for data science jobs checklist outlines ten targeted tweaks to elevate recruiter engagement. Whether you’re an aspiring junior data scientist, a specialist in MLOps, or a seasoned analytics leader, these optimisations will sharpen your profile’s search relevance and demonstrate your analytical impact.

Part-Time Study Routes That Lead to Data Science Jobs: Evening Courses, Bootcamps & Online Masters

Data science sits at the intersection of statistics, programming and domain expertise—unearthing insights that drive business decisions, product innovation and research breakthroughs. In the UK, organisations from fintech and healthcare to retail and public sector are investing heavily in data-driven strategies, fuelling unprecedented demand for data scientists, machine learning engineers and analytics consultants. According to recent projections, data science roles will grow by over 40% in the next five years, offering lucrative salaries and varied career paths. Yet many professionals hesitate to leave their current jobs or pause personal commitments for full-time study. The good news? A vibrant ecosystem of part-time learning routes—Evening Courses, Intensive Bootcamps and Flexible Online Master’s Programmes—empowers you to learn data science while working. This comprehensive guide explores every pathway: foundational CPD units and short courses, hands-on bootcamps, accredited online MScs, plus funding options, planning strategies and a real-world case study. Whether you’re an analyst looking to formalise your skills, a software developer pivoting into data or a manager seeking to harness data-driven decision-making, you’ll find the right route to fit your schedule, budget and career goals.

The Ultimate Assessment-Centre Survival Guide for Data Science Jobs in the UK

Assessment centres for data science positions in the UK are designed to replicate the multifaceted challenges of real-world analytics teams. Employers combine psychometric assessments, coding tests, statistical reasoning exercises, group case studies and behavioural interviews to see how you interpret data, build models, communicate insights and collaborate under pressure. Whether you’re specialising in predictive modelling, NLP or computer vision, this guide provides a step-by-step roadmap to excel at every stage and secure your next data science role.