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Executive Assistant - Financial Planning

Reed
Posted 18 days ago, valid for 22 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Salary

£25,000 - £35,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Comprehensive salary DOE
  • Experience: Not specified
  • Location: Glasgow
  • Job Title: Executive Assistant
  • Year of experience required: Not specified

�? 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 .

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.