Client Services Assistant

About the role

We are seeking an experienced Client Services Assistant to join our expanding Wealth Management team in Glasgow. You will work closely with the Financial Advice and support teams to deliver high‑quality client service and ensure smooth processing of new business.

Key responsibilities

• Manage client records and workflows using Intelliflo Office.
• Process new business applications for pensions, investments and protection.
• Prepare documentation for client meetings and annual reviews.
• Liaise with clients, providers, platforms and third parties.
• Monitor and progress business through to completion.
• Maintain accurate, compliant client records and produce correspondence and reports.
• Handle provider queries and service requests.

Required profile

• Minimum 2 years’ experience in financial planning, wealth management or IFA administration.
• Strong practical knowledge of Intelliflo Office.
• Excellent organisational skills and attention to detail.
• Strong communication abilities.

Required skills

• Intelliflo Office

What we offer

• Salary of £35,000 per year.
• Hybrid working – 3 days in the office, 2 days remote.
• Supportive, collaborative environment.
• 30 days holiday including public holidays.
• Industry‑leading pension scheme, death in service benefit and income protection cover.