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- Tasks: Support financial advisers and paraplanners with client communications and administrative tasks.
- Company: Join a well-established financial services firm in Glasgow.
- Benefits: Gain valuable experience in a professional, client-focused environment.
- Other info: Opportunity for career growth and continuous improvement in client service.
- Why this job: Make a real impact by ensuring smooth operations for client accounts.
- Qualifications: 1-2 years in financial services administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
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. The successful individual will play a key role in providing administrative and client service support to financial advisers and paraplanners, ensuring the smooth day-to-day operation of client accounts and delivering a consistently high standard of service.
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
Essential:
- 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
Desirable:
- 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)
Please only apply if you have FS experience in the above and can work in Glasgow.
Client Relationship Administrator in Glasgow employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Administrator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Relationship Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client service approach and think about how your experience aligns with their values. This will help you stand out as someone who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a Client Relationship Administrator, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining the team.
We think you need these skills to ace Client Relationship Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Administrator role. Highlight your financial services experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to client communications and administrative support.
Showcase Your Attention to Detail: In a role like this, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the right opportunities. Let’s get started on this journey together!
How to prepare for a job interview at Eden Scott
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and protection. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Master Client Communication
Since managing client communications is key in this role, practice how you would respond to common client enquiries. Think about how to convey updates clearly and professionally, as this will be crucial during your interview.
✨Showcase Your Attention to Detail
Prepare examples that highlight your accuracy and attention to detail. Whether it’s maintaining client records or processing applications, demonstrating your meticulous nature will resonate well with the interviewers.
✨Familiarise Yourself with Compliance
Understanding FCA regulations and compliance procedures is essential. Brush up on these topics and be ready to discuss how you’ve adhered to compliance in your previous roles, as this will show your commitment to maintaining high standards.