Executive Assistant - Financial Planning

�? 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

• Highly 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 .