IFA Administrator/ CEE

Client Experience Executive
Location: Glasgow
Salary: £27,000 – £30,000
Sector: Financial Services – Private Wealth
Recruiter: GTS Banking and Finance
GTS Banking and Finance is working with a well-established financial services organisation to recruit a Client Experience Executive to join their high-performing Private Wealth team in Glasgow.
This is an excellent opportunity for someone with previous experience in financial administration or client services to join a team that supports high-net-worth clients and financial advisers. You will play a key role in enhancing the client journey, ensuring smooth and compliant operations, and delivering an exceptional level of service.
Key Responsibilities:

• Act as the main point of contact for Partners and clients, providing day-to-day administrative support.
• Prepare for client meetings, gather information from providers, and produce tailored client packs.
• Support advisers by ensuring all documentation and submissions are complete and compliant.
• Input application forms and liaise with providers to track progress, keeping clients and Partners informed.
• Collaborate with Paraplanners to meet client expectations and deliver a seamless service experience.
• Proactively manage workflows and tasks using internal systems, ensuring timely delivery and compliance.
• Help train and support junior team members, if required.

Key Skills & Experience Required:
Essential:

• Experience working in a busy administrative role within a financial advisory or wealth management setting.
• Strong understanding of pensions, investments, and regulatory requirements.
• Ability to build strong relationships with advisers, clients, and internal teams.
• Excellent communication skills, both written and verbal.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Experience using Intelligent Office (IO).
• Comfortable managing deadlines and working in a fast-paced environment.
• Willingness to complete internal financial services exams within 3 months of joining.

Desirable:

• Experience using Voyant.
• Previous involvement in mentoring or supporting junior team members.

What We’re Looking For:
We’re looking for a service-oriented professional who takes pride in delivering a high standard of work, has a positive and proactive attitude, and thrives in a collaborative environment. You’ll be detail-focused, reliable, and confident managing your own workload while supporting wider team goals.
If you’re looking to take the next step in your financial services career and work with a forward-thinking organisation committed to service excellence, we’d love to hear from you.
Apply now or contact Alice at GTS on alice.w@gts-search.com