Job Ref: 90494
Location: Glasgow
Salary: £25,000 - £36,000 Per Annum
Employment Type: Permanent
We are currently recruiting for an Administrator to join a growing and supportive wealth management business. This is a fantastic opportunity for someone with strong administration and client relationship skills who enjoys working in a fast‑paced, client‑focused environment.
Working closely with Advisors, Paraplanners and clients, you will play a key role in supporting the wider team and ensuring a smooth and professional client experience throughout the advice process.
Key Responsibilities
* Supporting Advisors with diaries, queries, requests and ongoing client servicing
* Processing new business and ongoing administration across pensions, investments and protection
* Preparing cases and documentation ahead of paraplanning
* Producing meeting packs and gathering information for annual reviews
* Following internal workflows and maintaining accurate records via XPLAN
* Liaising with internal departments and external providers
* Attending operational meetings and supporting wider business processes
About You
* Previous experience within Wealth Management, Financial Planning or Financial Services administration
* Strong organisational and communication skills
* Confident managing multiple tasks and working collaboratively across teams
* Passionate about delivering excellent client service
* Experience using XPLAN would be advantageous
#J-18808-Ljbffr