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  • Reed

    Executive Assistant - Financial Planner

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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 rol

    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

    Executive Assistant - Financial Planning

    Glasgow

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    Job Source: Reed
  • Reed

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  • Focus Search and Selection

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  • Morrison Energy Services

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    Job Source: Morrison Energy Services
  • James Gray Recruitment

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  • Hunter Mason Consulting

    Executive Assistant - Construction

    Greenock

    Job Title: Office Manager Location: Greenock, Scotland Salary: £30,000 - £40,000 DOE Responsibilities: Oversee office operations, including utilities, orders, suppliers, mail, and equipment maintenance. Coordinate project activities, manage timelines, and communicate with clients and project managers. Handle accounts payable and receivable, invoici

    Job Source: Hunter Mason Consulting

Executive Assistant - Financial Planner

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

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 Planner jobs in Glasgow

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