Client Relationship Support

Client Relationship Support

Financial Planning/Wealth Management

Glasgow

30-35k

Are you looking to build your career in financial planning support with a growing professional services firm? This is an excellent opportunity to join a collaborative team where you’ll play a key role in delivering an outstanding client experience while supporting Financial Planners throughout the client journey.

You’ll work in a fast-paced environment, managing client administration, coordinating with product providers, and ensuring every interaction is delivered to the highest standard.

Your Role:

• Maintain accurate client records and ensure all client communications are documented.
• Prepare and process new and existing client business while delivering an exceptional client experience.
• Prepare client meeting packs and supporting documentation.
• Liaise with product and investment providers to obtain required information.
• Keep Financial Planners and clients updated throughout the advice process.
• Review completed client files to ensure quality and compliance standards are met.

About You:

• Previous experience in a Client Relationship Support, Financial Planning Administrator, or similar financial services support role.
• Working towards (or completed) a relevant qualification, i.e; Certificate in Financial Services (Cert CII FS)/ Diploma in Regulated Financial Planning (DipPFS).
• Knowledge of financial products and the financial planning process.
• Strong organisational skills with excellent attention to detail.
• Comfortable working to deadlines while managing multiple priorities.
• Excellent written and verbal communication skills.
• Proactive, client-focused, and able to build strong working relationships across the business.

Reach out to me at darren.hogan@broadgatesearch.com or apply here for more information!

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