STAFFPOWER GROUP in Glasgow is seeking an experienced Wealth Management Administrator to support Advisors and Clients throughout the full client lifecycle. The role requires proficiency in managing multiple priorities and delivering exceptional client service.
Key responsibilities include diary management, CRM workflow management, and preparing client meeting documentation. The ideal candidate will have a strong background in wealth management, excellent communication skills, and a proactive approach.
Benefits include 26 days holiday plus bank holidays, a pension scheme, private healthcare, and more.
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