To apply for the Reception Client Service role, we'll require the following:

  • A covering letter, including a note of your existing salary and benefits 
  • A CV which reflects your skills and experience to match the role

Submit your application to: 

McCrea Financial Services is committed to diversity in the workplace. We encourage applications from applicants regardless of gender, sexuality, or disability. 

McCrea Financial Services is a successful firm of Chartered Financial Planners based in Glasgow with clients throughout the UK.

We pride ourselves in providing high quality financial advice to a wide range of clients across all areas of financial planning.

McCrea were one of the first UK firm of Financial Advisers to be awarded ‘Platinum Status’ by Investors in People.

This is an excellent opportunity for you to join our team in a Reception Customer Service Role and make a valuable contribution to the business and our clients. 

You will meet and greet our clients at reception, providing tea or coffee prior to their meeting with adviser. 

Other daily tasks will include assist in answering incoming calls and directing them to the correct member of staff, scanning, filing and administration tasks. 

The applicant does not need to be from a financial services background. 

We offer an excellent salary package and many additional benefits. These include Bonus Scheme, Group Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness Cover and Death in Service Benefits as well as a great team to work with at McCrea! 

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