Financial Planning Administrator | Glasgow | c. £35K | Award-Winning Chartered Firm | Excellent Benefits | Full-time, Permanent
Join Our Award-Winning Team
At VWM Wealth, a multi-award-winning Chartered Financial Planning firm in Glasgow, we help clients achieve their extraordinary potential. We're proud of our reputation for professionalism, integrity, and outstanding service, and we're now looking for a talented Financial Planning Administrator to join our growing team.
What You'll Do
As a Financial Planning Administrator, you'll play a key role in ensuring our clients receive the highest level of support. Your day-to-day will include:
* Supporting the new business process and client service delivery.
* Handling client and provider communications via phone, email, and digital platforms.
* Ensuring all business is compliant with industry and legislative requirements.
* Producing reports and client documentation.
* Assisting with marketing and communications, including social media.
* Providing administrative support to the technical team.
What We're Looking For
* Previous admin experience in financial services (ideally IFA or wealth management).
* Strong communication skills — written and verbal — with excellent attention to detail.
* Organised, proactive, and able to manage a varied workload.
* Confident with Microsoft Office (Office 365 and Intelligent Office experience a bonus).
* A team player who thrives in a busy, professional environment.
This role is ideal for someone who wants to grow within client services, rather than progressing into a Paraplanner or Adviser position.
What You'll Get
* Salary c. £35,000, depending on experience.
* 30 days' holiday (including public holidays).
* Industry-leading pension contributions.
* Death in service and income protection cover.
* A supportive, ambitious workplace where your development is encouraged.
Why VWM Wealth?
We hire for attitude, drive, and motivation. If you're client-focused, detail-oriented, and ready to join one of the most dynamic teams in UK financial services, we'd love to hear from you.
Apply today and start your journey with VWM Wealth.
Keywords:
IFA Administrator, Client Services Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, IFA Support, Financial Advice Support, Client Relationship Administrator.
Job Types: Full-time, Permanent
Pay: Up to £35,000.00 per year
Benefits:
* Company events
* Company pension
* Life insurance
Ability to commute/relocate:
* Glasgow G2 4EU: reliably commute or plan to relocate before starting work (required)
Experience:
* Financial Advice Administration: 1 year (required)
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Glasgow G2 4EU