Client Liaison
hace 5 días
Uddingston
We’re Hiring: Client Liaison Administrator | Wealth Management Do you have experience working within a Wealth Management or Wealth Planning environment? Looking to take the next step in your career with a growing and forward-thinking firm? We’re currently partnering with a well-established and expanding wealth management business to recruit a Client Liaison Administrator on a full-time, permanent basis. Locations: Uddingston, Glasgow The Role As a Client Liaison Administrator, you’ll be a key point of contact for both clients and advisors, playing a vital role in delivering a seamless and professional service. This is a fast-paced position where no two days are the same, ideal for someone who thrives on variety and problem-solving. Key Responsibilities • Supporting Advisors with diary management, queries, and client opportunities, • Following workflows and processes using XPLAN, • Preparing cases ahead of paraplanning, • Processing business across investments, pensions, and protection from submission through to completion, • Preparing client meeting packs and supporting annual reviews, • Attending operational meetings and contributing to team efficiency, • Maintaining accurate and compliant client records What We’re Looking For • Strong communication skills with the ability to liaise across Advisors, Paraplanners, and Clients, • A proactive and organised individual with excellent attention to detail, • A passion for delivering high-quality client service What’s on Offer • 26 days holiday + birthday off (plus bank holidays), • Contributory pension scheme, • Private healthcare & life assurance, • Charity volunteer days, • Career development opportunities, support with CII Level 4 Diploma in Financial Advice, • Cycle to work scheme, • Recognition & referral programmes About the Company Our client is a highly reputable wealth management firm providing tailored financial planning and investment solutions to a broad client base—from private individuals to large institutions. With continued growth and investment in both people and technology, they are building a strong reputation as a trusted name in the industry. Diversity & Inclusion Our client is committed to building a diverse and inclusive workplace where everyone feels valued and supported. They actively encourage applications from individuals of all backgrounds. Interested? Apply now or get in touch to find out more.