Executive Assistant - Financial Planner
? Join Our Clients Financial Planning Team as an Executive Assistant in Glasgow! ?
Are you a skilled professional with a passion for providing top-notch support services to Financial Planners? Do you thrive in a fast-paced environment where exceptional client service is the norm? Look no further!
As an Executive Assistant, you’ll play a pivotal role in our clients Financial Planning Team. Based in Glasgow (with a hybrid work arrangement), you’ll directly support their team in delivering outstanding client experiences.
What You’ll Do:
- Coordinate to ensure seamless pre- and post-meeting processes, ensuring that client work reaches the right hands at the right time
- End-to-End Excellence, taking the lead in managing the entire advice process, keeping their clients engaged and informed throughout
- Strong Partnerships, cultivating a robust relationship with Financial Planners, ensuring effective delegation, work tracking, and service quality
On Offer
- Comprehensive salary DOE
- Hybrid flexibility, enjoying the best of both worlds with their Glasgow-based role
- Dynamic Environment, thriving in a bustling Independent Financial Advisor (IFA) setting
- Client-Centric, being part of a team that prioritizes exceptional client service
If you are interested in working for a forward thinking, growing business, apply now and be part of their success story! Submit your CV or contact Pauline Low at Reed on .
Reference: 52515101
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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