Finance Administrator

Job Title: Financial Services Administrator

Location: Glasgow City Centre

Hours: Monday-Friday, 9am-5pm

Salary - £25,000

Hybrid Working: Potential hybrid working available once fully trained

Industry: Financial Services / Mortgage & Pension Administration

About the Role

Our client is looking for a proactive and detail-driven Financial Services Administrator to join their busy Glasgow City Centre office. This role offers excellent future opportunities, including the potential to be trained and developed into a Mortgage Advisor.

You will provide essential administrative support to their Financial Advisor and play a key role in ensuring that mortgage and pension applications are processed accurately, efficiently, and in line with regulatory requirements.

Please not that you do not have to have come from a Financial Services background as our client is very open to sector experience.

Key Responsibilities

• Provide full administrative support to the Financial Advisor across mortgages, pensions, and protection cases.
• Check and verify mortgage and pension documents to ensure accuracy and compliance.
• Collect all necessary compliance documentation from clients, such as payslips and proof of address.
• Prepare and write mortgage suitability reports.
• Liaise with clients, mortgage lenders, and third parties to ensure smooth and timely processing of applications.
• Manage data input for mortgages and pensions-high accuracy is essential.
• Handle all aspects of compliance and record keeping.
• Work confidently and discreetly when dealing with sensitive financial information.
• Proactively problem-solve and manage workloads to meet tight deadlines.
• Operate effectively both independently and as part of a busy team.
• Contribute to a process-driven environment and ensure smooth office operations.

Skills & Experience Required

• Strong attention to detail and high level of accuracy.
• Ability to work under pressure and meet deadlines.
• Excellent communication skills for dealing with clients and lenders.
• Enjoy working with numbers.
• IT literate with confidence using systems and digital tools.
• Proactive, organised, and process-focused.
• Ability to work with confidentiality and discretion.
• A willingness to learn, grow, and develop within the business.
• Experience in financial services is beneficial but not essential, as full training will be provided.

What We Offer

• Full training and the opportunity to progress into a Mortgage Advisor role.
• Supportive working environment within an established financial services office.
• Development and long-term career growth.
• Potential for hybrid working once fully competent.

If you have excellent attention to detail, enjoy working with numbers and in a fast-paced environment please send your CV and I will be in touch. Thanks

Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.