Pension & Investments Administrator

Cleveden Park Wealth is a respected independent financial planning company providing whole-of-market financial services to individuals and businesses across the United Kingdom. With decades of expertise, the company specialises in pensions, mortgages, investments, protection, and tax planning. Headquartered in the West End of Glasgow and serving clients nationwide, Cleveden Park Wealth prioritises professionalism and a client-first approach.

• Prepare suitability reports across a range of topics, including pensions and investments.
• Produce illustrations, projections, and new business applications.

• Manage a portfolio of active cases, including preparation for high‑net‑worth clients.
• Process new business and progress applications through to completion.
• Respond to client enquiries
• Ensure all documentation meets compliance and regulatory standards.

• Skilled in cashflow modelling tools such as Cash Calc
• Able to submit new business to platforms and providers.
• Competent in fund switching and pipeline management.
• Ensuring accurate data entry and maintaining our client database.

• Provide high‑quality administrative support to advisers.
• Assist with ad‑hoc tasks as required.

• Able to work independently and collaboratively within a team.
• Open to feedback with a willingness to refine and improve work.
• Proactive attitude with a desire to learn and develop.
• Strong communication skills and a professional approach.
• Positive outlook and ability to work effectively within set time frames.
• 25 days annual leave plus BH
• Company events
• Company pension
• Sick pay
• Private onsite parking

Join Cleveden Park Wealth and play a key role in delivering good outcomes for our clients, the advice time and feel empowered by the ability to add real value to a small business supports long standing clients. This is an excellent opportunity for an individual to grow within an positive professional team for a long-term role.