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- Tasks: Provide top-notch admin support to Financial Advisers and ensure smooth client journeys.
- Company: Join a respected and growing wealth management team in Glasgow.
- Benefits: Competitive salary, supportive culture, and clear career progression opportunities.
- Other info: Fast-paced environment with opportunities for personal and professional growth.
- Why this job: Be at the heart of client experiences and make a real impact in wealth management.
- Qualifications: Experience in Wealth Administration or IFA Support with strong attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Eden Scott’s client is currently seeking an experienced and organised Client Services Administrator (Wealth) to join a growing wealth management team in Glasgow. This role is ideal for someone currently working in IFA Support, Sales Support, or Wealth Administration who enjoys being at the heart of the client journey and supporting advisers to deliver an exceptional client experience. You will play a key role in the smooth day-to-day operation of the advice process, ensuring accuracy, compliance, and first-class service throughout.
Key Responsibilities
- Provide comprehensive administrative support to Financial Advisers
- Prepare and process new business, valuations, reviews, and provider correspondence
- Liaise with clients, providers, and internal stakeholders in a professional and timely manner
- Maintain accurate client records and documentation in line with FCA and compliance standards
- Support sales activity through effective pipeline and workflow management
- Assist with reports, illustrations, suitability documentation, and review preparation
- Ensure all tasks are completed accurately, efficiently, and within agreed timescales
About You
- Proven experience in Wealth Administration, IFA Support, or Sales Support within financial services
- Strong understanding of wealth management products (investments, pensions, protection)
- Highly organised with excellent attention to detail
- Confident communicator, comfortable dealing with clients and advisers
- Proactive, reliable, and able to manage multiple priorities in a fast-paced environment
- Familiarity with back-office systems and providers is highly desirable
Join a respected and growing wealth management business with a supportive team culture, clear processes and structure, and opportunities for development and progression within wealth management. Competitive salary and benefits package.
If you’re an experienced Wealth Administrator, IFA Administrator, or Sales Support professional looking to take the next step in your career, we’d love to hear from you. Please only apply if you have the above experience and can work in Glasgow.
Please contact Karen Kerr on 0131 550 1129 or email your CV to Karen.Kerr@edenscott.com. If this position isn’t quite right but you’d like to explore similar opportunities, feel free to get in touch at financialservices@edenscott.com to discuss your career goals.
Eden Scott is an employment agency for permanent roles and an employment business for temporary work. We will never send your CV without your prior consent.
Client Service Administrator ( Wealth) employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator ( Wealth)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, and a friendly nudge can lead to a great referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and think of examples from your experience that align with their values. This will show you're genuinely interested and ready to contribute.
✨Tip Number 3
Practice your communication skills! As a Client Service Administrator, you'll need to be confident when liaising with clients and advisers. Role-play common scenarios with a friend or family member to boost your confidence before the big day.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you land that dream job. Plus, it’s a great way to ensure your CV gets into the right hands quickly.
We think you need these skills to ace Client Service Administrator ( Wealth)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in Wealth Administration or IFA Support, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client service in wealth management and how your previous roles have prepared you for this position. Keep it concise but impactful!
Showcase Relevant Experience: When filling out your application, emphasise any specific experience you have with financial products like investments and pensions. This will show us that you understand the industry and can hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management products like investments, pensions, and protection. Being able to discuss these confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Organisational Skills
Since this role requires excellent attention to detail and the ability to manage multiple priorities, prepare examples from your past experience where you've successfully juggled tasks or improved processes. This will demonstrate your capability to thrive in a fast-paced environment.
✨Practice Your Communication
As a Client Service Administrator, you'll be liaising with clients and advisers regularly. Practise clear and professional communication, perhaps even role-playing common scenarios you might encounter. This will help you feel more at ease during the interview.
✨Familiarise Yourself with Compliance Standards
Understanding FCA compliance standards is crucial for this position. Brush up on relevant regulations and be ready to discuss how you’ve ensured compliance in your previous roles. This will highlight your commitment to maintaining high standards in client service.