At a Glance
- Tasks: Support Financial Planners and manage client interactions in a dynamic wealth management environment.
- Company: Fast-growing wealth management firm with a collaborative culture.
- Benefits: Hybrid working, career progression, and support for professional qualifications.
- Other info: Join during an exciting growth phase with excellent internal support.
- Why this job: Be at the heart of the client journey and make a real impact.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
Looking to move beyond a traditional financial planning admin role? This is an opportunity to join a fast-growing, high-performing wealth management environment where you’ll play a genuinely involved role in the client journey – working closely with Financial Planners, building relationships, and becoming a key part of a collaborative pod structure. This role offers far more exposure, responsibility, and progression than a typical back-office support position. You’ll be trusted to work directly alongside advisers and paraplanners in a fast-paced environment where your contribution truly matters.
The Opportunity
- You’ll support multiple Financial Planners as part of a collaborative pod team, taking ownership of the administrative and client support process from start to finish. This is ideal for someone who enjoys organisation, client interaction, and being at the centre of the financial planning process rather than sitting purely behind the scenes.
Key Responsibilities
- Full financial planning administrative support
- Preparing client packs, valuations, and meeting documentation
- Submitting new business and obtaining provider information
- Managing letters of authority and client documentation
- Liaising with providers and internal stakeholders
- Maintaining regular client communication (non-advisory)
- Supporting planners within a pod‑based structure
- Maintaining accurate records across back‑office systems
- Working to service standards and team KPIs
What We’re Looking For
- Experience within financial planning or wealth management is essential
- Strong understanding of products including pensions, ISAs, GIAs, and bonds
- Highly organised with excellent attention to detail
- Strong communication skills and confidence engaging with clients
- Ability to manage multiple priorities in a fast‑paced environment
- Comfortable working independently and collaboratively
- Experience using financial planning platforms/back‑office systems
- CII qualifications (or progress towards them) highly desirable
What Makes This Opportunity Different
- Greater involvement in the client journey than most similar roles
- Clear progression pathways within a growing business
- Full support towards CII qualifications and ongoing development
- A genuinely collaborative, supportive culture
- Hybrid working flexibility
- High employee engagement and strong internal support network
- Opportunity to join during an exciting growth phase with multiple hires planned
If you’re looking for a role where you can develop professionally, build strong adviser relationships, and become an integral part of a growing financial planning team, this could be the perfect next step. Apply now or get in touch for a confidential conversation.
Client Relationship Support employer: Broadgate
Join a dynamic wealth management firm that prioritises employee growth and collaboration, offering a unique opportunity to engage directly in the client journey. With a supportive culture, hybrid working flexibility, and clear pathways for professional development, this role is perfect for those looking to make a meaningful impact while advancing their career in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Support
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector on LinkedIn or at industry events. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and think about how your skills can enhance their team dynamic.
✨Tip Number 3
Showcase your organisational skills during interviews. Bring examples of how you've managed multiple priorities in fast-paced environments, as this is key in a role like Client Relationship Support.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves, and we love seeing candidates who are proactive.
We think you need these skills to ace Client Relationship Support
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial planning or wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Show Off 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 successfully engaged with clients in the past.
Highlight Your Organisational Skills:Being highly organised is key for this position. In your application, mention any tools or methods you use to stay on top of tasks and manage multiple priorities. We love seeing candidates who can juggle responsibilities effectively!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to see all the details about the role and our company culture while you’re at it!
How to prepare for a job interview at Broadgate
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products like pensions, ISAs, and bonds. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Since this role requires excellent organisation, prepare examples of how you've managed multiple priorities in the past. Think of specific situations where your attention to detail made a difference.
✨Engage with Confidence
Practice your communication skills before the interview. You’ll need to demonstrate that you can engage with clients and internal stakeholders effectively, so be ready to share examples of how you've done this in previous roles.
✨Emphasise Teamwork
This position is all about collaboration within a pod structure. Be prepared to discuss how you’ve worked as part of a team in the past and how you can contribute to a supportive culture.
