Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning environment? We are currently recruiting for a Client Liaison Administrator to join a growing wealth management firm in their Glasgow office on a full-time, permanent basis.

Working alongside a team of experienced professionals, as a Client Liaison Administrator you will be the first point of contact for both advisors and clients. This role would suit someone who is adaptable, organised, and confident managing a variety of queries and challenges.

What you’ll be doing:

· Providing support to Advisors, including monitoring diaries, opportunities, queries and requests

· Following standard procedures and workflows via XPLAN

· Assisting with the preparation of cases in readiness for paraplanning

· Processing all sales-related paperwork from submission through to completion, including ongoing administration across investments, pensions, and protection

· Attending operational meetings to discuss workloads, challenges, and opportunities

· Maintaining up-to-date awareness of company policies, practices, and procedures

· Keeping accurate and compliant records in line with internal standards

· Preparing meeting packs

· Gathering information for annual reviews

This list is not exhaustive, and you may be required to undertake additional duties where appropriate training and guidance are provided.

What we’re looking for:

· Experience working within a Wealth Management/Financial Planning environment

· Strong communication skills with the ability to liaise effectively with Advisors, Paraplanners, and Clients

· A proactive individual with excellent organisational skills

· Previous experience in a similar administrative or client-facing role is preferred

· A strong focus on delivering high levels of client service and relationship management

What’s on offer:

· 26 days holiday plus bank holidays (including your birthday off)

· Contributory pension scheme

· Private healthcare and life assurance

· Health insurance

· Volunteer days

· Employee recognition schemes

· Referral bonuses

· Ongoing career development

· Cycle to work scheme