At a Glance
- Tasks: Support Financial Planners and enhance the client experience in a dynamic wealth management team.
- Company: Join a fast-growing financial services firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working model, and support for professional qualifications.
- Other info: Great career progression opportunities in a supportive team environment.
- Why this job: Be part of a client-facing role that makes a real impact on financial planning.
- Qualifications: Experience in financial planning, strong organisation skills, and excellent communication.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity for an experienced financial services professional to join a growing, fast-paced wealth management environment in a high-impact support role. This is not a traditional administrative position — instead, it offers a hands-on, client-facing role where you'll work closely with Financial Planners, supporting the end-to-end client journey while building strong relationships internally and externally.
You'll play a key role in delivering a high-quality client experience, operating within a collaborative pod structure and contributing to a dynamic and evolving team.
The Opportunity
You'll take ownership of financial planning administration within a busy and fast-moving environment, supporting multiple Financial Planners and working closely with Paraplanners as part of a structured team. This role is ideal for someone who thrives on organisation, attention to detail and client interaction, and who enjoys being an integral part of the planning process rather than purely back-office focused. With multiple hires planned, this is a great time to join a growing team where you can make an immediate impact and help shape the support function.
Key Responsibilities
- Provide full administrative support to Financial Planners
- Prepare client packs, valuations and meeting documentation
- Submit new business and gather provider information
- Manage letters of authority and client documentation
- Liaise with providers and internal stakeholders
- Maintain regular, professional client communication (non-advisory)
- Support planners within a pod-based structure
- Maintain accurate records across back-office systems
- Work to KPIs and service level expectations
About You
- Previous experience within financial planning or wealth management
- Strong understanding of products such as ISAs, pensions, GIAs and bonds
- Highly organised with strong attention to detail
- Comfortable working in a fast-paced, deadline-driven environment
- Strong communication skills, both written and verbal
- Able to manage multiple priorities and work both independently and collaboratively
- Confident engaging with clients and internal stakeholders
- Experience with back-office systems or platforms (transferable experience considered)
What's on Offer
- Competitive salary aligned to experience
- Hybrid working model (office-based initially, then flexibility post-probation)
- Exposure to a growing and evolving financial planning environment
- Clear progression pathways within the business
- Full support with professional qualifications (CII)
- Opportunity to take on more responsibility compared to similar roles in the market
- Supportive, collaborative team environment
Why This Role?
This is a fantastic opportunity for someone who wants to:
- Step into a more involved, client-facing financial planning support role
- Work closely with Financial Planners and be part of the full client journey
- Join a growing team with multiple hires and strong career progression
- Develop professionally with support towards industry qualifications
- Be part of a collaborative, high-performing environment where you can make a real impact
Client Relationship Support in Bishopbriggs employer: Broadgate
Join a dynamic and supportive wealth management team that prioritises employee growth and collaboration. With a competitive salary, hybrid working model, and clear pathways for professional development, this role offers a unique opportunity to engage directly with clients while contributing to a high-quality client experience. Be part of a fast-paced environment where your contributions are valued and you can truly make an impact.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Support in Bishopbriggs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for a Client Relationship Support star.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to client relationships and think about how your experience aligns with their values. This will help you stand out as someone who’s genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role is all about client interaction, being able to articulate your thoughts clearly and confidently is key. Consider doing mock interviews with friends or using online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining our awesome team!
We think you need these skills to ace Client Relationship Support in Bishopbriggs
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial planning and client support. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it’s crucial to demonstrate your strong communication skills. Use clear and concise language in your application, and maybe even share an example of how you’ve effectively communicated with clients or stakeholders in the past.
Highlight Your Organisational Skills:We’re looking for someone who thrives on organisation and attention to detail. In your application, mention specific tools or methods you use to stay organised, especially in fast-paced environments. This will show us you can handle the demands of the role!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at Broadgate
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like ISAs, pensions, and bonds. Being able to discuss these confidently will show that you understand the industry and can engage effectively with clients and Financial Planners.
✨Demonstrate Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities. Highlight how you maintained attention to detail while working in a fast-paced environment.
✨Showcase Your Communication Skills
Practice articulating your thoughts clearly and concisely. You’ll need to communicate with clients and internal stakeholders, so being able to demonstrate your strong verbal and written communication skills during the interview is crucial.
✨Emphasise Team Collaboration
This role involves working within a pod structure, so be ready to discuss your experience in collaborative environments. Share specific instances where you contributed to a team’s success and how you can bring that collaborative spirit to their growing team.
