At a Glance
- Tasks: Support advisors and clients in a dynamic wealth management environment.
- Company: Growing wealth management firm based in Glasgow with a supportive team.
- Benefits: 26 days holiday, private healthcare, pension scheme, and career development opportunities.
- Other info: Enjoy a vibrant workplace with volunteer days and employee recognition schemes.
- Why this job: Be the first point of contact and make a real difference in client relationships.
- Qualifications: Experience in wealth management and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
Do you have experience working within a Wealth Management/Wealth Planning environment? We are currently recruiting for a Client Liaison Administrator to join a growing wealth management firm in their Glasgow office on a full-time, permanent basis. Working alongside a team of experienced professionals, as a Client Liaison Administrator you will be the first point of contact for both advisors and clients. This role would suit someone who is adaptable, organised, and confident managing a variety of queries and challenges.
What You’ll Be Doing
- Providing support to Advisors, including monitoring diaries, opportunities, queries and requests
- Following standard procedures and workflows via XPLAN
- Assisting with the preparation of cases in readiness for paraplanning
- Processing all sales-related paperwork from submission through to completion, including ongoing administration across investments, pensions, and protection
- Attending operational meetings to discuss workloads, challenges, and opportunities
- Maintaining up-to-date awareness of company policies, practices, and procedures
- Keeping accurate and compliant records in line with internal standards
- Preparing meeting packs
- Gathering information for annual reviews
This list is not exhaustive, and you may be required to undertake additional duties where appropriate training and guidance are provided.
What We’re Looking For
- Experience working within a Wealth Management/Financial Planning environment
- Strong communication skills with the ability to liaise effectively with Advisors, Paraplanners, and Clients
- A proactive individual with excellent organisational skills
- Previous experience in a similar administrative or client-facing role is preferred
- A strong focus on delivering high levels of client service and relationship management
What’s On Offer
- 26 days holiday plus bank holidays (including your birthday off)
- Contributory pension scheme
- Private healthcare and life assurance
- Health insurance
- Volunteer days
- Employee recognition schemes
- Referral bonuses
- Ongoing career development
- Cycle to work scheme
Client Liaison Administrator employer: STAFFPOWER GROUP
Join a dynamic wealth management firm in Glasgow that prioritises employee well-being and professional growth. With a supportive work culture, generous benefits including 26 days of holiday, private healthcare, and ongoing career development opportunities, this role as a Client Liaison Administrator offers a rewarding environment for those looking to make a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Liaison Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions, especially around client service and administration, so you can showcase your skills confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re the perfect fit for the Client Liaison Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Client Liaison Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Liaison Administrator. Highlight your experience in wealth management 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 showcase your communication skills and explain why you're the perfect fit for this role. Don’t forget to mention your proactive approach and organisational skills, as these are key for us.
Showcase Relevant Experience:When filling out your application, be sure to include specific examples from your past roles that demonstrate your ability to manage queries and support advisors. We love seeing real-life applications of your skills!
Apply Through Our Website:We encourage you to apply 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. Let’s get started on this journey together!
How to prepare for a job interview at STAFFPOWER GROUP
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with common terms and processes, especially those related to XPLAN and client administration. This will show that you're not just interested in the role but also understand the industry.
✨Show Off Your Communication Skills
As a Client Liaison Administrator, you'll be the go-to person for both advisors and clients. Practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've effectively communicated in previous roles, especially when managing queries or challenges.
✨Demonstrate Your Organisational Skills
This role requires excellent organisational abilities. Think of specific instances where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure everything runs smoothly, especially in a busy environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company 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.
