Wealth Planning Client Support Specialist

Broadgate is seeking an experienced financial services professional to join their wealth management team in Bishopbriggs. This position offers a hands-on, client-facing role where you will support Financial Planners throughout the client journey.

The ideal candidate will have a strong background in financial planning, excellent organisational skills, and the ability to manage multiple priorities. The role comes with a hybrid working model and opportunities for professional development.

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