At a Glance
- Tasks: Support Advisors and Clients with essential administrative tasks in a fast-paced environment.
- Company: Dynamic wealth management firm focused on delivering high-quality client experiences.
- Benefits: 26 days holiday, private healthcare, pension scheme, and ongoing career development.
- Other info: Enjoy volunteer days and employee recognition schemes in a vibrant workplace.
- Why this job: Make an immediate impact while working in a rewarding and supportive team.
- 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 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
If you’re an experienced financial services administrator looking for a role where you can make an immediate impact, we’d be keen to hear from you.
Client Services Administrator in Glasgow employer: STAFFPOWER GROUP
Join a dynamic and supportive team where your expertise in wealth management will be valued and nurtured. With a strong focus on employee growth, we offer extensive career development opportunities alongside a generous benefits package, including 26 days of holiday, private healthcare, and volunteer days. Our collaborative work culture encourages proactive engagement and recognises individual contributions, making it an excellent place for those looking to thrive in a fast-paced financial environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services 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 anywhere—focus on companies that align with your values and career goals. Check out our website for roles that suit your skills and experience, and make sure to tailor your approach to each one.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and your commitment to providing excellent client service.
We think you need these skills to ace Client Services Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services 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!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've supported advisors and clients in the past, and show us your proactive approach.
Showcase Your Organisational Skills:Since this role requires strong organisational skills, make sure to mention any tools or systems you've used to manage workflows and processes. We love seeing candidates who can juggle multiple priorities with ease!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on the chance to join our team!
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 speak confidently about these topics 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.
✨Communicate Clearly
Practice your communication skills before the interview. You’ll need to demonstrate that you can liaise effectively with Advisors, Paraplanners, and Clients, so be ready to showcase your ability to convey information clearly and concisely.
✨Be Proactive
Think of ways you can improve processes or workflows based on your past experiences. Showing that you have a proactive approach to problem-solving will resonate well with the interviewers, as they’re looking for someone who can contribute positively from day one.
