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- Tasks: Support Financial Planners and enhance client relationships 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 financial planning and make a real impact on clients' journeys.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Client Relationship Support - Wealth Management | Hybrid Working | Career Progression
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.
CRM Database Support in Edinburgh employer: Broadgate
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Database Support in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, attend industry events, and connect on LinkedIn. 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. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills. Since this role involves liaising with clients and stakeholders, being articulate and confident is key. Role-play common scenarios with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace CRM Database Support in Edinburgh
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 hold back on showcasing your relevant achievements!
Show Off Your Organisational Skills: Since this role is all about supporting Financial Planners and managing multiple priorities, let us know how you stay organised. Share examples of how you've juggled tasks in a fast-paced environment – we love a good story!
Communicate Clearly: Strong communication is key in this role, so make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen to join our team!
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 consider role-playing common scenarios with a friend.
✨Emphasise Teamwork
This position is all about collaboration within a pod structure. Be ready to share experiences where you’ve worked as part of a team, highlighting how you contributed to achieving shared goals.