Client Services Assistant

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• We are looking for an experienced Client Services Assistant to join an expanding Wealth Management team in Glasgow. The firm is a highly regarded Advice business which due to continued expansion is now seeking a further Assistant.
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You will need to be experienced in this role and be happy to work closely with the Financial Advice and wider support team to provide excellent client support.

Key Benefits

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• Salary from £35,000
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• Hybrid working, 3 days in the office, 2 days at home
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• Supportive and collaborative working environment
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• 30 days holiday including public holidays
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• Industry leading Pension Scheme
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• Death in Service Benefit
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• Income Protection cover
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Main Responsibilities

· Managing client records and workflows using Intelliflo Office

· Processing new business applications across pensions, investments and protection

· Preparing documentation for client meetings and annual reviews

· Liaising with clients, providers, platforms and third parties

· Monitoring and progressing business through to completion

· Maintaining accurate and compliant client records

· Producing client correspondence and reports

· Managing provider queries and servicing requests

Essential Requirements

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• Minimum 2 years' experience in a financial planning, wealth management, or IFA administration role
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• Strong practical knowledge of Intelliflo Office is essential
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• Experience of managing workflows, tasks, client records, and business processing within Intelliflo Office
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• Excellent organisation skills and attention to detail
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• Strong communication skills
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Ideally you will also:

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• Have experience of working within a Chartered Financial Planning or Wealth Management firm
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• Knowledge of Investment, Pension and Protection products.
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