Financial Services Administrator

Financial Services Administrator - Glasgow Hybrid | Permanent | Competitive Salary  Benefits Looking to take the next step in your Financial Services career? We're recruiting for a Client Administrator to join a growing, forward-thinking financial planning business. Working closely with Financial Planners and Paraplanners, you'll play a key role in delivering an exceptional client experience and ensuring the smooth processing of new business.

What you'll be doing:
Managing new business applications from start to finish Liaising with providers and third parties Handling Letters of Authority and transfer requests Maintaining accurate client records and documentation Supporting advisers with pipeline management and client servicing Assisting with client meeting preparation and ongoing administration

What we're looking for:

Experience with in Financial Services, Wealth Management, or Financial Planning Previous administration experience in a client-focused environment Strong organisational skills and attention to detail Excellent communication and relationship-building abilities Proficiency with Microsoft Office and back-office systems What’s On

Offer:

Highly competitive salary (DOE)  annual bonus based on performance Hybrid & flexible working options 28 days holiday  Bank holidays , with a tiered increase to 30 days Professional development support – qualifications, CPD & training Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme Supportive, friendly team culture If you’re client-focused, organised, and excited to be part of positive change in the financial world, we’d love to hear from you!

Apply now and help shape the future of financial planning. For a confidential chat, contact Pauline Low at Reed on .