IFA Private Client Support Specialist in Glasgow

IFA Private Client Support Specialist in Glasgow

Glasgow Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Swiss Life

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.

Swiss Life

Contact Details:

Swiss Life Recruitment Team

We think you need these skills to ace IFA Private Client Support Specialist in Glasgow

Administrative Experience in Financial Services
Proficiency in Microsoft Office
Client Relationship Management
Attention to Detail
Communication Skills
Organisational Skills
Time Management