Client Administrator – Hybrid, Financial Planning & Growth

Finlink Ltd; Glasgow; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Private Medical Insurance

Health Cash Plan

Pension Plan

Income Protection

Life Assurance

Holiday Allowance

Job summary

Finlink Ltd in Glasgow is seeking a Client Administrator to support Financial Planners and Paraplanners with the end-to-end advice process. The role involves new business processing, maintaining client records, and handling letters of authority to ensure smooth delivery of services.

You will liaise with providers and clients, manage pipeline updates, prep meetings, and help deliver a high standard of service. Hybrid working (3 days in office) and a competitive salary are offered.

Qualifications

• Experience as a Financial Services Administrator or Client Administrator.
• Strong organisational and communication skills.
• Experience with back office systems would be helpful, training can be provided.

Responsibilities

• Take ownership of new business processing within agreed service levels.
• Maintain accurate client records on internal systems.
• Handle letters of authority and transfer authorities.
• Issue documentation and support pipeline progression.
• Assist with meeting preparation and client meetings.
• Support advisers and paraplanners to deliver a high standard of service.

Skills

Organisational skills

Communication

Multitasking

Attention to detail

Customer service

Tools

Back office systems

Job description

Finlink Ltd in Glasgow is seeking a Client Administrator to support Financial Planners and Paraplanners with the end-to-end advice process. The role involves new business processing, maintaining client records, and handling letters of authority to ensure smooth delivery of services.

You will liaise with providers and clients, manage pipeline updates, prep meetings, and help deliver a high standard of service. Hybrid working (3 days in office) and a competitive salary are offered.