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Wealth Planning: Client Liaison Administrator

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: kingswood-group.com
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Business Administration
  • Administrative/Clerical
    Business Administration
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm seeks a full-time Client Liaison Administrator in Glasgow. In this role, you'll support Advisors by managing diaries and queries, process sales-related paperwork, and ensure compliance with company standards. Ideal candidates will have experience in customer relationship management and an interest in financial planning. The firm offers a supportive work environment with competitive benefits, including 26 days annual leave and a contributory pension scheme.
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