Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client administration and support advisers in financial services.
- Company: Dynamic financial services firm with a collaborative team culture.
- Benefits: Competitive salary, flexible working options, and professional development support.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Opportunities for career growth and mentoring junior staff.
The predicted salary is between 30000 - 38000 £ per year.
Location: Glasgow
Salary: £30,000 - £38,000
Type: Permanent
Workplace: On-Site
Purpose of the Role: Support advisers and paraplanners by managing complex administrative processes and ensuring a high standard of client service. The role suits someone experienced in financial services who enjoys working independently while contributing to a collaborative team.
Key Responsibilities:
- Manage all stages of client administration, including pensions, investments, and protection.
- Prepare and process new business, valuations, and client reports.
- Liaise with advisers, providers, and clients to ensure smooth case progression.
- Maintain accurate client data on internal systems and meet FCA compliance standards.
- Prepare meeting packs and support advisers with follow-up actions.
- Mentor and support junior administrators.
- Contribute to process improvements and help streamline workflows.
- Handle confidential information with professionalism and care.
Skills and Experience:
- Experience within financial planning, wealth management, or financial services administration.
- Strong knowledge of pensions, investments, and protection products.
- Excellent organisational skills and attention to detail.
- Confident communicator, able to manage multiple priorities.
- Proficient with Microsoft Office and financial software (e.g., Intelliflo, Xplan, or similar).
- Comfortable working both independently and as part of a team.
Desirable:
- Progress toward a CII qualification or equivalent.
- Experience mentoring others or leading small administrative teams.
What's on Offer:
- Competitive, experience-based salary.
- Flexible working arrangements (office, hybrid).
- Professional development and qualification support.
- Generous holiday allowance and company benefits package.
Senior Administrator in Glasgow employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior 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 Senior 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 brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re key to the role. Practice common interview questions with a friend to get comfortable!
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed complex administrative processes in the past. This will demonstrate your ability to handle the responsibilities of the Senior Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Administrator in Glasgow
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 financial services and any relevant qualifications to show us you're the right fit for the Senior Administrator role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've managed complex administrative processes and contributed to team success in previous roles.
Showcase Your Communication Skills: Since the role involves liaising with advisers, providers, and clients, make sure to demonstrate your strong communication skills in your application. We want to see how you can manage multiple priorities while maintaining a high standard of client service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed complex administrative processes in the past. Highlight your attention to detail and how you’ve successfully juggled multiple priorities—this is key for a Senior Administrator.
✨Practice Your Communication
Since you'll be liaising with advisers, providers, and clients, practice articulating your thoughts clearly. Consider doing mock interviews with a friend to refine your communication style and ensure you come across as confident and professional.
✨Demonstrate Team Spirit
Even though the role requires independence, it's important to show that you can work collaboratively. Share experiences where you've mentored others or contributed to team improvements, as this will resonate well with the interviewers.
