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Wealth Planning: Client Liaison Administrator

Posted: 12/01/26
Recruiter:kingswood-group.com
Reference:3058461011
Type:Permanent
Salary:£25,000 - £35,000 Annual
Location:City, Glasgow
Description: A leading wealth management firm seeks a full-time Client Liaison Administrator in Glasgow. In this role, you'll support Advisors by managing diaries and queries, process sales-related paperwork, and ensure compliance with company standards. Ideal candidates will have experience in customer relationship management and an interest in financial planning. The firm offers a supportive work environment with competitive benefits, including 26 days annual leave and a contributory pension scheme.

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