Executive; wealth

About the Role

An award-winning wealth management and accountancy firm in Glasgow is seeking an Employee Benefits Executive to join its well-established team. The Executive will be central to supporting consultants and clients in the design, implementation, and administration of benefit schemes, including pensions, group risk, healthcare, and flexible benefits.

• Act as a key contact for ongoing client relationships, ensuring queries are handled promptly and professionally.
• Prepare accurate documentation and support consultants in delivering tailored benefit solutions.
• Coordinate with providers and internal teams to ensure smooth onboarding and administration of schemes.
• Maintain compliance with regulatory standards and assist with cost-saving initiatives.
• Manage client data within CRM systems and contribute to reporting and performance analysis.
• Support business development activities and identify opportunities for cross-service collaboration.

• Strong understanding of workplace pensions, auto-enrolment, and employee benefit structures.
• Familiarity with regulatory requirements and compliance processes.
• Excellent communication skills and ability to manage multiple priorities effectively.
• Experience in financial services or employee benefits administration is highly desirable.
• A proactive, detail-oriented individual who enjoys working collaboratively in a fast-paced environment.

The role offers a clear pathway for career progression within wealth management, flexible working arrangements, professional development opportunities, a supportive team culture that values innovation and growth, hybrid working, excellent benefits and bonuses, and a competitive salary.