Financial Services Co-Ordinator - #2128717

Financial Services Co-Ordinator |Glasgow | Hybrid Working (2 Days in Office)

Highly Competitive Salary + Bonus + Excellent Benefits

Take the Next Step in Your Financial Services Career

Are you an experienced Financial Services Administrator or Financial Planning PA looking for a role where you can make a real impact?

We're partnering with a progressive and growing Financial Planning firm in Glasgow that is passionate about delivering exceptional advice and first-class client service. As a Financial Services Co-Ordinator, you'll become a key part of the client journey, working closely with Financial Planners and Paraplanners to ensure a seamless experience from start to finish.

If you thrive in a client-focused environment, enjoy building relationships, and love keeping complex workflows running smoothly, we'd love to hear from you.

What You'll Be Doing

You'll act as the trusted point of contact for a portfolio of clients, ensuring they receive a professional and personalised service throughout their financial planning journey.

Key responsibilities include:

• Managing relationships with approximately 200+ clients and handling day-to-day enquiries
• Coordinating annual client reviews and booking appointments
• Preparing welcome packs, review packs, and client documentation
• Managing Financial Planner diaries and workflow activity
• Tracking cases through to completion and liaising with internal teams
• Maintaining accurate client records and ensuring KYC information remains up to date
• Preparing professional client correspondence and documentation
• Processing Letters of Authority and gathering information from providers
• Supporting the delivery of compliant, high-quality financial advice
• Ensuring adherence to FCA regulations, company procedures, and best practice standards

What We're Looking For

We're keen to speak with experienced financial services professionals who have a strong background in financial planning administration and client support.

You'll ideally have:

• Experience supporting Financial Planners within an IFA or Wealth Management environment
• Strong knowledge of financial planning processes and client servicing
• Experience using back-office systems such as Intelligent Office
• Familiarity with CashCalc, Dynamic Planner, and provider platforms
• Experience preparing Letters of Authority, applications, suitability documentation, and review packs
• Excellent organisational skills with the ability to manage multiple priorities
• Outstanding communication and relationship-building skills
• A proactive and detail-focused approach to work

Why Join?

This is a fantastic opportunity to join a supportive, forward-thinking organisation that genuinely values its people and invests in their development.

Benefits Include:

• Competitive salary (DOE) + Annual performance-related bonus
• Hybrid and flexible working - 3 days' work from home
• 28 days annual leave plus bank holidays, increasing with service
• Full support towards qualifications, CPD, and professional development
• Generous pension scheme
• Benefits include Death in Service benefit, Permanent Health Insurance (PHI) and Childcare voucher scheme
• Friendly, collaborative team culture

Ready to Make Your Next Move?

If you're passionate about delivering outstanding client service and want to be part of a business shaping the future of financial planning, we'd love to hear from you.

Apply today or contact Pauline Low at Reed on for a confidential discussion.