Wealth Planning: Client Liaison Administrator

  • kingswood-group.com
  • City, Glasgow
  • Jan 12, 2026
Full time Administration

Job Description

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.