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Executive Assistant - Financial Planner
Posted 19 days 1 hour ago by Reed
? 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 .
Reed
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