Join an Award-Winning Chartered Financial Planning Firm: Experienced Intelliflo Office User Required
VWM Wealth is a multi-award-winning Chartered Financial Planning firm based in Glasgow. We are committed to helping our clients achieve their financial goals through exceptional advice, service, and long-term relationships.
As our business continues to grow, we are seeking an experienced Client Service Assistant to join our Client Services team. This is an excellent opportunity for an individual with a strong background in financial planning administration and a detailed working knowledge of Intelliflo Office who enjoys delivering outstanding client service and maintaining the highest standards of accuracy and efficiency.
The Role
Working closely with our Advisers, Paraplanners, and Client Services team, you will be responsible for providing comprehensive administrative support throughout the client journey.
Key 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
- Supporting the delivery of an exceptional client experience
- Assisting with wider client service and office administration activities as required
Essential Requirements
- Minimum 2 years' experience in a financial planning, wealth management, or IFA administration role
- Strong practical knowledge of Intelliflo Office is essential
- Experience of managing workflows, tasks, client records, and business processing within Intelliflo Office
- Excellent organisational skills and attention to detail
- Strong written and verbal communication skills
- Ability to prioritise workloads and work efficiently in a fast-paced environment
- Professional, proactive and client-focused approach
Desirable
- Experience working within a Chartered Financial Planning or Wealth Management firm
- Knowledge of investment, pension and protection products
- Experience using financial planning platforms and provider systems
What We Offer
- Competitive salary of £35,000+ depending on experience
- Hybrid working arrangement
- 30 days holiday including public holidays
- Industry-leading pension contributions
- Death in Service benefit
- Income Protection cover
- Ongoing professional development and support
- A positive, collaborative and ambitious working environment
Why Join VWM Wealth?
At VWM Wealth, we pride ourselves on delivering outstanding outcomes for our clients while creating a supportive and rewarding environment for our team. We are looking for someone who enjoys being a key part of the client service process and who can bring valuable experience, particularly in Intelliflo Office, from day one.
If you are an experienced financial planning administrator or client service professional looking to join an award-winning Chartered firm, we would love to hear from you.
Job Types: Full-time, Permanent
Benefits
- Company pension
- Life insurance
- Income protection
- Hybrid working
- Company events
- Professional development support
Work Location: Hybrid remote in Glasgow G2 4EU
Pay: From £35,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Sick pay
Ability to commute/relocate:
- Glasgow G2 4EU: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Have you worked within an IFA or Chartered Financial Planning firm?
- What financial planning products have you administered? (Pensions, Investments, Protection, Other)
- Are you comfortable managing client servicing activities with minimal supervision?
Experience:
- Intelliflo Office: 2 years (required)
Work Location: Hybrid remote in Glasgow G2 4EU
