At a Glance
- Tasks: Be the go-to person for clients and advisors, ensuring smooth communication and service.
- Company: Reputable wealth management firm with a focus on growth and innovation.
- Benefits: 26 days holiday, private healthcare, career development, and a contributory pension scheme.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Strong communication skills and a passion for high-quality client service.
The predicted salary is between 30000 - 40000 £ per year.
Do you have experience working within a Wealth Management or Wealth Planning environment? Looking to take the next step in your career with a growing and forward-thinking firm? We’re currently partnering with a well-established and expanding wealth management business to recruit a Client Liaison Administrator on a full-time, permanent basis.
Locations: Uddingston, Glasgow
The Role
As a Client Liaison Administrator, you’ll be a key point of contact for both clients and advisors, playing a vital role in delivering a seamless and professional service. This is a fast-paced position where no two days are the same, ideal for someone who thrives on variety and problem-solving.
Key Responsibilities
- Supporting Advisors with diary management, queries, and client opportunities
- Following workflows and processes using XPLAN
- Preparing cases ahead of paraplanning
- Processing business across investments, pensions, and protection from submission through to completion
- Preparing client meeting packs and supporting annual reviews
- Attending operational meetings and contributing to team efficiency
- Maintaining accurate and compliant client records
What We’re Looking For
- Strong communication skills with the ability to liaise across Advisors, Paraplanners, and Clients
- A proactive and organised individual with excellent attention to detail
- A passion for delivering high-quality client service
What’s on Offer
- 26 days holiday + birthday off (plus bank holidays)
- Contributory pension scheme
- Private healthcare & life assurance
- Charity volunteer days
- Career development opportunities, support with CII Level 4 Diploma in Financial Advice
- Cycle to work scheme
- Recognition & referral programmes
About the Company
Our client is a highly reputable wealth management firm providing tailored financial planning and investment solutions to a broad client base—from private individuals to large institutions. With continued growth and investment in both people and technology, they are building a strong reputation as a trusted name in the industry.
Diversity & Inclusion
Our client is committed to building a diverse and inclusive workplace where everyone feels valued and supported. They actively encourage applications from individuals of all backgrounds.
Interested? Apply now or get in touch to find out more.
Client Liaison in Crawley employer: Staffpower Group
Join a dynamic and forward-thinking wealth management firm in Uddingston, Glasgow, where your role as a Client Liaison Administrator will be pivotal in delivering exceptional client service. With a strong focus on employee growth, the company offers extensive benefits including 26 days of holiday, private healthcare, and support for professional development, all within a culture that values diversity and inclusion. This is an excellent opportunity to thrive in a fast-paced environment while contributing to a reputable firm that prioritises both its clients and its employees.
StudySmarter Expert Advice🤫
We think this is how you could land Client Liaison in Crawley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Staffpower Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Liaison in Crawley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Staffpower Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Staffpower Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Staffpower Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Staffpower Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Staffpower Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Staffpower Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
