At a Glance
- Tasks: Support clients and manage records in a dynamic Wealth Management team.
- Company: Reputable Advice business expanding in Glasgow.
- Benefits: Salary from £35,000, hybrid working, 30 days holiday, and industry-leading pension.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Join a supportive team and make a real difference in client services.
- Qualifications: Minimum 2 years' experience in financial planning or wealth management.
The predicted salary is between 35000 - 35000 £ per year.
We are looking for an experienced Client Services Assistant to join an expanding Wealth Management team in Glasgow. The firm is a highly regarded Advice business which due to continued expansion is now seeking a further Assistant. You will need to be experienced in this role and be happy to work closely with the Financial Advice and wider support team to provide excellent client support.
Key Benefits
- Salary from £35,000
- Hybrid working, 3 days in the office, 2 days at home
- Supportive and collaborative working environment
- 30 days holiday including public holidays
- Industry leading Pension Scheme
- Death in Service Benefit
- Income Protection cover
Main Responsibilities
- Managing client records and workflows using Intelliflo Office
- Processing new business applications across pensions, investments and protection
- Preparing documentation for client meetings and annual reviews
- Liaising with clients, providers, platforms and third parties
- Monitoring and progressing business through to completion
- Maintaining accurate and compliant client records
- Producing client correspondence and reports
- Managing provider queries and servicing requests
Essential Requirements
- Minimum 2 years' experience in a financial planning, wealth management, or IFA administration role
- Strong practical knowledge of financial products and services
Client Services Assistant employer: Truestar Talent Ltd
Join a leading Wealth Management firm in Glasgow, where you will thrive in a supportive and collaborative environment that values your expertise as a Client Services Assistant. With a competitive salary starting from £35,000, hybrid working options, and generous benefits including 30 days holiday and an industry-leading pension scheme, this role offers not just a job, but a pathway to professional growth and meaningful client relationships.
