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- Tasks: Support Advisors and Clients with essential administrative tasks in wealth management.
- Company: Dynamic wealth management firm focused on delivering exceptional client experiences.
- Benefits: 26 days holiday, competitive salary, and opportunities for professional growth.
- Other info: Ideal for proactive individuals who thrive in a regulated, multi-tasking role.
- Why this job: Join a fast-paced environment and make a real difference in clients' financial journeys.
- Qualifications: Experience in wealth management and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced IFA/Wealth Management Administrator looking for your next move? We’re seeking a confident and capable individual who can step into a fast-paced environment and hit the ground running. This role is ideal for someone already operating within wealth management or financial planning, who understands the processes, systems, and expectations of supporting advisors and delivering a high-quality client experience.
The Role
You will act as a key point of contact for both Advisors and Clients, providing essential administrative and operational support across the full client lifecycle. Key responsibilities include:
- Supporting Advisors with diary management, queries, and day-to-day coordination
- Managing workflows and processes via CRM
- Preparing cases for paraplanning, ensuring all information is accurate and complete
- Processing new business and ongoing administration across pensions, investments, and protection
- Preparing client meeting packs and supporting annual review processes
- Maintaining accurate, compliant client records
- Attending internal meetings to manage workloads and identify improvements
This is a hands-on role requiring someone who is organised, proactive, and confident managing multiple priorities in a regulated environment.
What We’re Looking For
- Proven experience within an IFA, wealth management, or financial planning environment
- Ability to hit the ground running with minimal training
- Strong understanding of pensions, investments, and protection products
- Experience using back-office systems (CRM)
- Excellent communication skills, with the ability to liaise effectively with Advisors, Paraplanners, and Clients
- Highly organised with strong attention to detail
- A proactive approach and commitment to delivering high levels of client service
What’s on Offer: 26 days holiday plus
Client Administrator in Glasgow employer: Staffpower Group
Contact Detail:
Staffpower Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator 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 new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection products. Being able to speak confidently about these topics will show potential employers that you’re ready to hit the ground running.
✨Tip Number 3
Don’t just apply through job boards; head over to our website and submit your application directly. This way, you’ll stand out from the crowd and show us you’re genuinely interested in joining our team.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you’re proactive and really keen on the role, which is exactly what we love to see.
We think you need these skills to ace Client Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Administrator role. Highlight your experience in wealth management and any relevant skills that match the job description. We want to see how you can hit the ground running!
Showcase Your Communication Skills: Since this role involves liaising with Advisors and Clients, it’s crucial to showcase your communication skills. Use clear and concise language in your application to demonstrate your ability to convey information effectively.
Detail Your Organisational Skills: Being organised is key in this fast-paced environment. In your application, mention specific examples of how you've managed multiple priorities or improved workflows in previous roles. We love a proactive approach!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Staffpower Group
✨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 understand the industry and can hit the ground running.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple priorities in a fast-paced environment. Use specific instances where your organisational skills made a difference, as this role requires someone who can juggle tasks effectively.
✨Familiarise Yourself with CRM Systems
Since the role involves managing workflows via CRM, it’s a good idea to familiarise yourself with common back-office systems. If you have experience with any specific software, be ready to discuss how you used it to improve efficiency.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. This role requires excellent communication skills, so be prepared to demonstrate how you’ve effectively liaised with Advisors and Clients in the past.