Client Services Associate

Are you an experienced Client Administrator looking for your next job supporting a high-performing Financial Planner within a dynamic, growing financial planning firm? This Client Administrator opportunity in Glasgow offers genuine career development within a well-established national business that values exceptional client support and operational excellence. As a Client Administrator, you''ll deliver seamless administrative support to one of the busiest Financial Planners in the business, ensuring advice processes run smoothly from initial consultation through to implementation. This Client Administrator role requires resilience and strength of character - you''ll be working with an incredibly particular Financial Planner who manages immense business volume and expects excellence. Your Client Administrator responsibilities include: - Taking ownership of the new business application process and meeting service level agreements - Processing applications and engaging with providers and third parties - Actioning Letters of Authority and Transfer of Authority documentation - Providing regular pipeline updates and chasing outstanding cases - Preparing Financial Planners for client meetings with accurate documentation - Managing telephone enquiries and daily post - Maintaining comprehensive client records within CURO back-office system This Client Administrator position offers genuine variety across wealth management processes within a supportive yet demanding environment. ..... full job details .....