Eden Scott is delighted to be working with a well-established financial services firm in Glasgow to recruit an experienced Client Relationship Administrator. This is an excellent opportunity for a strong administrator with financial services experience to join a professional, client-focused environment supporting advisers and paraplanners.
The successful individual will play a key role in providing administrative and client service support to financial advisers and paraplanners, ensuring the smooth day-to-day operation of client accounts and delivering a consistently high standard of service.
Key Responsibilities
- Managing client communications, including responding to enquiries, providing updates, and scheduling meetings
- Processing new business applications, fund switches, withdrawals and other client instructions accurately and efficiently
- Maintaining client records and ensuring documentation is updated and filed in line with compliance and FCA requirements
- Liaising with product providers to obtain valuations, policy information and resolve queries
- Providing administrative support to advisers and paraplanners throughout the advice process
- Ensuring all client interactions are logged and documented appropriately
- Supporting new client onboarding, including preparation of welcome packs and completion of compliance checks
- Monitoring workflow to ensure tasks are completed within agreed service standards
- Contributing to the continuous improvement of administrative processes and client service delivery
Skills & Experience Required
Essential:
- Minimum of 1-2 years’ experience in a financial services administration or client servicing role
- Strong understanding of financial products, including pensions, investments and protection
- Excellent communication and interpersonal skills
- High level of accuracy and attention to detail
- Proficient in Microsoft Office and CRM systems
Desirable:
- Experience using platforms such as Intelligent Office, , Fincalc and FE Analytics
- Knowledge of FCA regulations and compliance procedures
- Working towards industry qualifications (e.g. CII Certificate or Diploma)
Please only apply if you have FS experience in the above and can work in Glasgow
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent