At a Glance
- Tasks: Provide 1-1 support for Independent Financial Advisers and manage client files.
- Company: Join Swiss Life, a leading financial services provider in Glasgow.
- Benefits: Enjoy a competitive salary, annual bonuses, and fantastic employee perks.
- Other info: Great opportunity for career growth in a supportive team environment.
- Why this job: Make a real difference by supporting clients and advisers in their financial journeys.
- Qualifications: Administrative experience in financial services and strong Microsoft Office skills.
The predicted salary is between 30000 - 40000 Β£ per year.
Swiss Life in Glasgow seeks a Private Client Support Administrator to join their team. The role involves providing 1-1 support for Independent Financial Advisers and managing client files throughout the application stage.
Ideal candidates will have:
- Administrative experience in financial services
- Strong proficiency in Microsoft Office
- The ability to maintain client relationships effectively
The company offers a competitive salary, annual bonus opportunities, and a range of excellent employee benefits.
IFA Private Client Support Specialist in Glasgow employer: Swiss Life
Swiss Life in Glasgow is an exceptional employer, offering a dynamic work environment where employees are valued and supported. With a strong focus on professional development, the company provides ample opportunities for growth within the financial services sector, alongside competitive salaries and attractive benefits. The collaborative culture fosters meaningful relationships, making it an ideal place for those seeking a rewarding career in client support.