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Accounting & Finance

Wealth Management Client Liaison

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: Kingswood Group
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Accounting & Finance
  • Administrative/Clerical
Job Description & How to Apply Below
A financial services firm is seeking a Client Liaison Administrator for their Glasgow office on a full-time permanent basis. In this role, you will support advisors by managing queries, processing paperwork, and preparing meeting packs. Ideal candidates will have experience in Wealth Management and demonstrate effective communication and relationship management skills. The company offers several benefits, including private healthcare, a contributory pension scheme, and charity volunteer days.
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