Location: Glasgow G2 4EU (Hybrid Working)
Job Type: Full-Time, Permanent
Salary: £35,000+ (Depending on Experience)
Essential Requirements
Before applying, please ensure you meet the following criteria:
- Minimum 2 years' experience within a Financial Planning, Wealth Management, or Independent Financial Adviser (IFA) administration role.
- Strong working knowledge of Intelliflo Office is essential.
- Proven experience managing client records, workflows, tasks, and business processing within Intelliflo Office.
- Excellent attention to detail and ability to maintain accurate, compliant client records.
- Strong organisational and time-management skills with the ability to manage multiple priorities.
- Excellent written and verbal communication skills.
- Professional, proactive, and client-focused approach with a commitment to delivering exceptional service.
Applications that do not demonstrate practical experience using Intelliflo Office within a financial planning or wealth management environment are unlikely to be considered.
Join an Award-Winning Chartered Financial Planning Firm
VWM Wealth is a multi-award-winning Chartered Financial Planning firm based in Glasgow. We are dedicated to helping our clients achieve their financial goals through exceptional advice, outstanding service, and long-term trusted relationships.
As our business continues to grow, we are looking for an experienced Client Service Assistant to join our established Client Services team. This is an excellent opportunity for a highly organised financial planning professional who can bring valuable Intelliflo Office experience from day one and play a key role in delivering a first-class client experience.
The Role
Working closely with our Advisers, Paraplanners, and Client Services team, you will provide comprehensive administrative support throughout the client journey, ensuring business is processed efficiently, accurately, and in line with regulatory requirements.
You will be responsible for maintaining client records, progressing new business, supporting client reviews, and liaising with providers and clients to ensure a seamless service experience.
Key Responsibilities
- Manage client records, workflows, and servicing activities using Intelliflo Office.
- Process new business applications across pensions, investments, and protection products.
- Prepare client meeting packs, suitability documentation, and annual review materials.
- Liaise with clients, providers, platforms, and third parties to obtain information and progress business.
- Monitor and track cases through to completion, ensuring timely follow-up and resolution of outstanding actions.
- Maintain accurate, compliant, and up-to-date client records.
- Produce client correspondence and supporting documentation.
- Handle provider servicing requests and client queries efficiently.
- Support advisers and paraplanners with administrative and client service activities.
- Contribute to the delivery of an exceptional end-to-end client experience.
- Assist with wider office administration and team support duties as required.
Skills & ExperienceEssential
- Minimum 2 years' experience within Financial Planning, Wealth Management, or an IFA environment.
- Advanced user of Intelliflo Office with practical experience of:
- Workflow management
- Task management
- Client record maintenance
- New business processing
- Ongoing servicing activities
- Strong administrative and organisational abilities.
- Excellent accuracy and attention to detail.
- Strong communication and relationship-building skills.
- Ability to work effectively in a busy, deadline-driven environment.
- Positive, professional, and solutions-focused attitude.
Desirable
- Experience working within a Chartered Financial Planning firm.
- Knowledge of pensions, investments, and protection products.
- Experience using financial planning platforms and provider systems.
- Progress towards, or interest in, professional financial services qualifications.
What We Offer
- Competitive salary of £35,000+, depending on experience.
- Hybrid working arrangement.
- 30 days annual leave, including public holidays.
- Industry-leading pension contributions.
- Death in Service benefit.
- Income Protection cover.
- Ongoing professional development and training support.
- Company events and team activities.
- A collaborative, supportive, and ambitious working environment.
- Opportunity to work within a respected and award-winning Chartered Financial Planning firm.
Why Join VWM Wealth?
At VWM Wealth, we believe our people are at the heart of our success. We pride ourselves on delivering exceptional outcomes for our clients while creating an environment where our team can thrive professionally and personally.
We are seeking someone who enjoys being an integral part of the client journey, takes pride in delivering outstanding service, and can contribute immediately through their strong knowledge of Intelliflo Office and financial planning administration.
Apply Today
If you are an experienced Financial Planning Administrator or Client Service professional with strong Intelliflo Office experience and are looking to join a highly regarded Chartered Financial Planning firm, we would love to hear from you.
Apply today and take the next step in your career with VWM Wealth.
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
