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- Tasks: Support Advisors by managing diaries, client queries, and sales paperwork.
- Company: Leading wealth management firm in Glasgow with a supportive work culture.
- Benefits: 26 days annual leave, contributory pension scheme, and competitive benefits.
- Why this job: Join a dynamic team and gain valuable experience in financial planning.
- Qualifications: Experience in customer relationship management and interest in financial planning.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 30000 - 42000 £ per year.
A leading wealth management firm in Glasgow is seeking a full-time Client Liaison Administrator to support Advisors by managing diaries and client queries, processing sales-related paperwork, and ensuring compliance with company standards.
Ideal candidates should have experience in customer relationship management and an interest in financial planning.
The firm provides a supportive work environment with competitive benefits, including 26 days annual leave and a contributory pension scheme.
Wealth Planning: Client Liaison Admin (Glasgow) employer: kingswood-group.com
Contact Detail:
kingswood-group.com Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning: Client Liaison Admin (Glasgow)
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to client liaison and financial planning. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your customer relationship management skills during interviews. Share specific examples of how you've successfully managed client queries or improved processes in previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Planning: Client Liaison Admin (Glasgow)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in customer relationship management and any relevant skills that align with the role. We want to see how you can support our Advisors effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and explain why you're excited about joining our team in Glasgow. Let us know what makes you the perfect fit!
Showcase Your Attention to Detail: As a Client Liaison Administrator, attention to detail is key. Ensure your application is free from typos and clearly formatted. This will show us that you take pride in your work and understand the importance of compliance.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at kingswood-group.com
✨Know Your Stuff
Make sure you brush up on the basics of wealth management and financial planning. Familiarise yourself with common client queries and the sales-related paperwork you'll be handling. This will show your potential employer that you're genuinely interested in the role and ready to hit the ground running.
✨Showcase Your Customer Skills
Since this role involves a lot of client interaction, be prepared to discuss your experience in customer relationship management. Think of specific examples where you've successfully managed client queries or resolved issues. This will demonstrate your ability to build strong relationships, which is key for this position.
✨Get Organised
As a Client Liaison Administrator, managing diaries and ensuring compliance are crucial. Bring a planner or digital calendar to the interview and be ready to talk about how you prioritise tasks and stay organised. This will highlight your ability to handle the administrative side of the job effectively.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.
