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Role requirement

Vacancy type

Permanent

Sector

Business Support

Specialisim

Administration Support

Location

Glasgow

Language skills

English

Job reference No.

16086

Salary

Competitive

Data Published

08/05/2025

Closing date

29/05/2025

Job Description:

Our client, a highly regarded wealth management firm, is seeking a proactive and detail-oriented Business Support professional to join their Glasgow office on a permanent basis. This opportunity is ideal for recent graduates or individuals with up to one year of administrative or office experience who are eager to develop their career within financial services.

Essential Skills/Experience:

  • Proactive and able to prompt - using initiative and anticipating requirements
  • A positive attitude, with the ability to adapt quickly to changing demands while maintaining an organised approach to tasks
  • System skills and agility; effective in all MS Office applications
  • Professional manner and appearance, with confidence to interact with clients and colleagues
  • Analytical with the ability to problem solve
  • Skilled oral and written communicator
  • Collaborative and a strong team player
  • Ability to stay driven and focused with good attention to detail

Core Responsibilities:

  • Working collaboratively in a dynamic team environment, supporting advisors across a broad spectrum of financial issues including investment, pensions and protection
  • Managing the client review process; driving and preparing agendas
  • Key client contact
  • Drafting client communications including some sustainability reports
  • Managing post meeting actions
  • First point of contact to meet and greet clients and external guests
  • Management of meeting room diaries, including liaising with Edinburgh based colleagues visiting Glasgow
  • Technical support and analysis
  • Organising the adviser diary
  • Provide cover in areas such as reception, mail and scanning

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16086

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

Image
T: 0131 264 0228 M: 07535 897 704
Ellen Davie Consultant, Permanent Recruitment

Ellen has been with Core-Asset Consulting since 2021 and currently serves as a Consultant. With an MA in History from the University of Edinburgh, she brings a strong academic background and a commitment to quality in her recruitment approach.

Specialising in the Wealth sector, Ellen supports roles ranging from graduates to financial planners. She takes immense satisfaction in fostering long-term relationships, and guiding candidates throughout their career journeys. Her consultative approach and meticulous matchmaking ensure exceptional talent tailored to clients' needs, and she is known for the excellent level of service she consistently provides.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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