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- Tasks: Support financial advisors by managing queries and preparing meeting packs.
- Company: Dynamic financial services firm based in Glasgow.
- Benefits: Private healthcare, pension scheme, and charity volunteer days.
- Why this job: Join a team that values communication and relationship management in Wealth Management.
- Qualifications: Experience in Wealth Management and strong communication skills.
- Other info: Full-time permanent role with opportunities for personal growth.
The predicted salary is between 30000 - 42000 £ per year.
A financial services firm is seeking a Client Liaison Administrator for their Glasgow office on a full-time permanent basis. In this role, you will support advisors by managing queries, processing paperwork, and preparing meeting packs.
Ideal candidates will have experience in Wealth Management and demonstrate effective communication and relationship management skills.
The company offers several benefits, including private healthcare, a contributory pension scheme, and charity volunteer days.
Wealth Management Client Liaison in Glasgow employer: Kingswood Group
Contact Detail:
Kingswood Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Client Liaison in Glasgow
✨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. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions, especially around communication and relationship management skills.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, be ready to discuss specific examples of how you've managed queries and supported advisors in the past. Real-life stories make a lasting impression.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that Client Liaison role. Plus, it’s a great way to stay updated on new openings and company news.
We think you need these skills to ace Wealth Management Client Liaison in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management. We want to see how your skills align with the role of a Client Liaison Administrator, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your communication and relationship management skills make you the perfect fit for our team.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforwardness, so avoid jargon and focus on what makes you a great candidate for this position.
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 from our team!
How to prepare for a job interview at Kingswood Group
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management. Understand the key concepts, products, and services that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Show Off Your Communication Skills
As a Client Liaison Administrator, effective communication is key. Prepare examples from your past experiences where you've successfully managed client queries or built relationships. Practise articulating these examples clearly so you can impress during the interview.
✨Get Familiar with the Company
Research the financial services firm thoroughly. Know their values, mission, and any recent news or achievements. This will help you tailor your answers and demonstrate that you're not just looking for any job, but that you're genuinely interested in being part of their team.
✨Prepare Questions to Ask
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about the team dynamics, the tools they use for managing paperwork, or how they support professional development. This shows that you're proactive and engaged, which is exactly what they’re looking for.
