Client Liaison Administrator

Client Liaison Administrator

Location: Egham

Salary: £34,000

An excellent opportunity has arisen for an experienced Client Liaison Administrator to join a successful and growing financial planning firm in Glasgow and Egham

This is a varied and rewarding role where you will play a key part in supporting Financial Advisers, managing client relationships, and ensuring the smooth processing of financial services business. The successful candidate will be highly organised, client-focused, and comfortable working within a fast-paced, regulated environment.

The Role

Working closely with Advisers and the wider support team, you will provide comprehensive administrative and client service support across the full financial planning process. You will act as a key point of contact for clients and providers, ensuring all client instructions and business transactions are processed accurately and efficiently.

Key Responsibilities

Adviser Support

" Provide dedicated administrative support to Financial Advisers

" Manage adviser diaries, appointments and annual review schedules

" Prepare client meeting packs and supporting documentation

" Monitor adviser opportunities and assist with business pipeline management

" Handle adviser-specific requests and administrative queries

" Su...