Financial advisory support occupations Work, Jobs in Springburn, Glg (with Salaries)

Client Services Assistant (Financial Planning) – Intelliflo Office Experience Essential
VWM Wealth —Glasgow
- From £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Life insurance
- Sick pay
Quick apply
4d
Client Experience Executive
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
14d
Client Relationship Support
AAB —Bishopbriggs
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience
Digital Support Apprentice
QA Apprenticeships —Glasgow
- £20,000 - £21,000 a year
- Full-time
- Microsoft Outlook
- Communication skills
7d
Central Operations Administrator
Wren Sterling —Scotland
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Project management
- Mentoring
- IT
Quick apply
3d

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financial advisory support occupations jobs near springburn, glg

Client Services Assistant (Financial Planning) – Intelliflo Office Experience Essential

VWM Wealth
Glasgow

Quick apply

Job details

Permanent | Full-time
From £35,000 a year
4 days ago

Benefits

Cycle to work scheme
Company pension
Company events
Life insurance
Sick pay

Qualifications

Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Records management
Attention to detail
Diary management
Client services
Organisational skills
Financial services
Microsoft Outlook Calendar
Communication skills
Time management
Office experience
Stakeholder management

Full job description

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

Quick apply

Refine Your Search

financial advisory support occupations jobs in springburn, glg

Client Services Assistant (Financial Planning) – Intelliflo Office Experience Essential

Client Experience Executive

Client Relationship Support

Pensions Administrator

Senior Pension Administrator

Paraplanner

Digital Support Apprentice

Central Operations Administrator

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