Client Relationship Administrator
Eden Scott is delighted to be working with a well-established financial services firm in Glasgow to recruit an experienced Client Relationship Administrator. This is an excellent opportunity for a strong administrator with financial services experience to join a professional, client-focused environment supporting advisers and paraplanners.
Key Responsibilities
* Managing client communications, including responding to enquiries, providing updates, and scheduling meetings
* Processing new business applications, fund switches, withdrawals and other client instructions accurately and efficiently
* Maintaining client records and ensuring documentation is updated and filed in line with compliance and FCA requirements
* Liaising with product providers to obtain valuations, policy information and resolve queries
* Providing administrative support to advisers and paraplanners throughout the advice process
* Ensuring all client interactions are logged and documented appropriately
* Supporting new client onboarding, including preparation of welcome packs and completion of compliance checks
* Monitoring workflow to ensure tasks are completed within agreed service standards
* Contributing to the continuous improvement of administrative processes and client service delivery
Skills & Experience Required
* Minimum of 1-2 years’ experience in a financial services administration or client servicing role
* Strong understanding of financial products, including pensions, investments and protection
* Excellent communication and interpersonal skills
* High level of accuracy and attention to detail
* Proficient in Microsoft Office and CRM systems
* Experience using platforms such as Intelligent Office, Fincalc and FE Analytics
* Knowledge of FCA regulations and compliance procedures
* Working towards industry qualifications (e.g. CII Certificate or Diploma)
Applicants must have financial services experience and be able to work in Glasgow.
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