Private client Work, Jobs in Glasgow (with Salaries)

Private Client Administrator
Swiss Life Global Solutions —Glasgow
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Client Services Advisor
Jones Whyte —Glasgow
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Employee discount
Customer Service Advisor
Barclays —Glasgow
- £26,700 a year
- Weekend availability
- Hybrid work
- Customer service
- Administrative experience
- Banking
- Life insurance
Call Centre Agent
Wescot Credit Services —Glasgow
- £26,436.80 - £27,528.22 a year
- Rotating shift
- Remote
- IT
- In-person
- Employee assistance programme
- Employee discount
9d
Client Care Advisor
Vets for Pets —Kilmarnock
- Overtime
- Bereavement leave
Project Co-ordinator - Glasgow
Construo —Glasgow
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Counsellor (Remote)
Telus Health —Glasgow
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Meetings and Events Agent
Valor Hospitality —Glasgow
- Monday to Friday
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Customer Support Assistant
Tmgroup —Glasgow
- £24,788 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
Quick apply
1d
Admin Assistant/Office Assistant
Amvale Scotland —Glasgow
- Full-time
- Microsoft Word
- Accounting
- Organisational skills
- Free parking
Quick apply
Business Adviser - Business Banking
Nationwide Building Society —Glasgow
- From £26,500 a year
- Full-time
- Administrative experience
- Organisational skills
- Communication skills
2d
Part Time Fragrance & Beauty Sales Consultant - Boots Braehead
Chanel —Glasgow
- Part-time
- Employee assistance programme
- Employee discount
Client Relationship Manager
QA Limited —Glasgow
- Sales
- IT
- AI
- Annual leave
- Employee assistance programme
Assistant Paralegal
TLT —Glasgow
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Organisational skills
7d
Client Relationship Support
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
14d
Fragrance & Beauty Sales Consultant - Boots Glasgow Fort
Chanel —Glasgow
- Full-time
- Employee assistance programme
- Employee discount
Project Administrator
Highview —Glasgow
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Quick apply
7d
Trainee HR Consultant
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
9h
Paralegal
TLT —Glasgow
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Customer Service Expert
Teleperformance —Glasgow
- £12.71 an hour
- Full-time
- Customer service
- In-person
- Paid training
- Employee assistance programme

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Private Client Administrator

Swiss Life Global Solutions -
Glasgow

Apply Now

Job details

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Administrative experience
Financial services

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

We are currently looking to recruit a Private Client Support Administrator to join our team.

The successful candidate will:

Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting.
Have experience working within defined service standards, policies and procedures
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

The role will involve:

Providing 1-1 support for Independent Financial Advisers
Responding to day to day technical and process queries from Advisers, Administrators and Clients
Preparing client meeting packs
Recording and updating the back office systems
Booking client review appointments and managing IFA’s diary
Maintaining client files throughout the application stage
Processing new business received via post or online
Loading relevant data on to the CRM database
Updating IFA’s & Clients’ on the progress of their new business cases
Adhering to FCA regulations and internal policy and procedure
Developing and maintaining strong working relationships with colleagues across the business

In return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

private client jobs in glasgow

Private Client Administrator

Client Services Advisor

Customer Service Advisor

Call Centre Agent

Client Care Advisor

Project Co-ordinator - Glasgow

Counsellor (Remote)

Meetings and Events Agent

Customer Support Assistant

Admin Assistant/Office Assistant

Business Adviser - Business Banking

Part Time Fragrance & Beauty Sales Consultant - Boots Braehead

Client Relationship Manager

Assistant Paralegal

Client Relationship Support

Fragrance & Beauty Sales Consultant - Boots Glasgow Fort

Project Administrator

Trainee HR Consultant

Paralegal

Customer Service Expert

I want to receive the latest job alerts for private client in glasgow

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