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Financial Administrator in Glasgow

Job Title: Financial Administrator

Industry: Financial Services

Location: Glasgow

Salary: Up to £25,000

Reference Number: 15735

 

Are you an experienced financial administrator looking to support one of the UK’s leading companies?

Are you client-focused, motivated, and driven to provide a high-quality service?

If so, RecruitUK is working with a thriving Financial Planning practice in Glasgow that is seeking a Client Administrator. You will work directly with financial planners, ensuring client satisfaction and exceptional service are at the heart of your duties.

 

Your role will include, but not be limited to:

  • Maintaining relationships with clients and colleagues
  • Point of contact for clients and new business queries
  • Preparing for a client meeting
  • Processing business and pipeline management
  • Prepare illustrations, key features, and applications
  • Coordinate and produce client valuations
  • Maintain client records

 

Benefits:

  • Salary of up to £25,000.
  • Fantastic company culture, be part of a team working within an award-winning practice.
  • Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
  • Comprehensive training.

 

Skills and experience required:

  • 2+ years’ experience within the financial service industry
  • Client-focused with strong customer service skills.
  • Proficient with IT software such as Microsoft packages.
  • Strong work ethic and communication skills.
  • Ideally, a Financial Administration certificate or equivalent.

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based in Glasgow on a Financial administrator role.

Submit Details Here

    BrowseUpload CV
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    Job Title: Financial Administrator

    Industry: Financial Services

    Location: Glasgow

    Salary: Up to £25,000

    Reference Number: 15735

     

    Are you an experienced financial administrator looking to support one of the UK’s leading companies?

    Are you client-focused, motivated, and driven to provide a high-quality service?

    If so, RecruitUK is working with a thriving Financial Planning practice in Glasgow that is seeking a Client Administrator. You will work directly with financial planners, ensuring client satisfaction and exceptional service are at the heart of your duties.

     

    Your role will include, but not be limited to:

    • Maintaining relationships with clients and colleagues
    • Point of contact for clients and new business queries
    • Preparing for a client meeting
    • Processing business and pipeline management
    • Prepare illustrations, key features, and applications
    • Coordinate and produce client valuations
    • Maintain client records

     

    Benefits:

    • Salary of up to £25,000.
    • Fantastic company culture, be part of a team working within an award-winning practice.
    • Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
    • Comprehensive training.

     

    Skills and experience required:

    • 2+ years’ experience within the financial service industry
    • Client-focused with strong customer service skills.
    • Proficient with IT software such as Microsoft packages.
    • Strong work ethic and communication skills.
    • Ideally, a Financial Administration certificate or equivalent.

     

    About Recruit UK:

    As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based in Glasgow on a Financial administrator role.

    Submit Details Here

      BrowseUpload CV
      call_to_action

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