Wealth Management Client Liaison Specialist

kingswood-group.com; Glasgow; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in Glasgow is looking for a Client Liaison Administrator to provide support to their Wealth Management team. The role includes monitoring advisor diaries, processing sales paperwork, and liaising with clients. Applicants should have experience in client relationship management and an interest in wealth management. The company offers a range of benefits including private healthcare, a contributory pension scheme, and 26 days annual leave, among others.

Benefits

26 days annual leave including a day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

2 charity volunteer days

Career Development

Cycle to work scheme

Qualifications

• Experience in a similar role within Wealth Management/Planning is preferred.
• Ability to communicate effectively with Advisors, Paraplanners, and Clients is crucial.
• Interest in wealth management is necessary.

Responsibilities

• Provide support to advisors by monitoring diaries and processing sales paperwork.
• Attend operational meetings to discuss workloads and raise concerns.
• Maintain records according to company standards.

Skills

Client relationship management

Communication skills

Adaptability

Tools

XPLAN

Job description

A financial services company in Glasgow is looking for a Client Liaison Administrator to provide support to their Wealth Management team. The role includes monitoring advisor diaries, processing sales paperwork, and liaising with clients. Applicants should have experience in client relationship management and an interest in wealth management. The company offers a range of benefits including private healthcare, a contributory pension scheme, and 26 days annual leave, among others.