Overview
Do you have experience working within a Wealth Management/Wealth Planning environment? We are currently recruiting for a Client Liaison Administrator to join a growing wealth management firm in their Glasgow office on a full-time, permanent basis.
Working alongside a team of experienced professionals, as a Client Liaison Administrator you will be the first point of contact for both advisors and clients. This role would suit someone who is adaptable, organised, and confident managing a variety of queries and challenges.
What You’ll Be Doing
* Providing support to Advisors, including monitoring diaries, opportunities, queries and requests
* Following standard procedures and workflows via XPLAN
* Assisting with the preparation of cases in readiness for paraplanning
* Processing all sales-related paperwork from submission through to completion, including ongoing administration across investments, pensions, and protection
* Attending operational meetings to discuss workloads, challenges, and opportunities
* Maintaining up-to-date awareness of company policies, practices, and procedures
* Keeping accurate and compliant records in line with internal standards
* Preparing meeting packs
* Gathering information for annual reviews
This list is not exhaustive, and you may be required to undertake additional duties where appropriate training and guidance are provided.
What We’re Looking For
* Experience working within a Wealth Management/Financial Planning environment
* Strong communication skills with the ability to liaise effectively with Advisors, Paraplanners, and Clients
* A proactive individual with excellent organisational skills
* Previous experience in a similar administrative or client-facing role is preferred
* A strong focus on delivering high levels of client service and relationship management
What’s On Offer
* 26 days holiday plus bank holidays (including your birthday off)
* Contributory pension scheme
* Private healthcare and life assurance
* Health insurance
* Volunteer days
* Employee recognition schemes
* Referral bonuses
* Ongoing career development
* Cycle to work scheme
#J-18808-Ljbffr