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  • Reed

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    �? 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 r

    Job Source: Reed
  • Reed

    Executive Assistant - Financial Planning

    Glasgow

    ? 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 rol

    Job Source: Reed
  • Reed

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    Job Source: Reed
  • Reed

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  • Meraki Talent Limited

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  • ST Resourcing Ltd

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  • Hunter Mason Consulting

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    Job Source: Hunter Mason Consulting

Executive Assistant - Financial Planning

Glasgow

�? 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 .

Apply

Create Email Alert

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Executive Assistant - Financial Planning jobs in Glasgow

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