Client Relationship Administrator

Client Relationship Administrator

Are you an experienced administrator with a passion for delivering outstanding client service? Do you enjoy building strong relationships and supporting advisers to provide an exceptional client experience?

We are recruiting on behalf of a well-established and highly regarded financial planning firm in Glasgow that is looking to add a Client Relationship Administrator to its growing team. This is a fantastic opportunity to join a supportive business that genuinely values its employees, offers hybrid working, and provides excellent opportunities for career development within financial services.

The Role

As a Client Relationship Administrator, you will play a key role in supporting Financial Advisers and maintaining long-term client relationships. You will ensure the client journey runs smoothly from start to finish while delivering a first-class administrative service.

Key Responsibilities

• Provide administrative support to Financial Advisers and the wider team.
• Build and maintain strong relationships with new and existing clients.
• Prepare client documentation and meeting packs.
• Process new business applications and monitor them through to completion.
• Liaise with providers, clients, and third parties to obtain information and updates.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Assist with annual reviews and ongoing servicing of client portfolios.

About You

• Previous experience within financial planning, wealth management, or financial services administration.
• Excellent organisational skills with strong attention to detail.
• Confident communicator with a client-focused approach.
• Experience using back-office systems and provider platforms is advantageous.
• Able to manage multiple priorities while working both independently and as part of a team.

What's on Offer

• Salary up to £35,000
• Hybrid working
• A supportive and collaborative team environment
• Ongoing training and career development opportunities
• Comprehensive benefits package

Please send your CV to riley@artemisrecruitment.co.uk at Artemis Recruitment Consultants for a confidential discussion.