At a Glance
- Tasks: Support financial planners and deliver exceptional client experiences in a fast-paced environment.
- Company: Growing professional services firm with a collaborative team culture.
- Benefits: Competitive salary, career development opportunities, and a dynamic work environment.
- Other info: Ideal for those looking to kickstart their career in financial services.
- Why this job: Join a team where your contributions directly enhance client relationships and financial planning.
- Qualifications: Experience in client support and knowledge of financial products preferred.
The predicted salary is between 30000 - 35000 £ per year.
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!
Account and Database Support in Glasgow employer: Broadgate
Join a dynamic and supportive team in Glasgow, where your contributions will directly enhance the client experience in financial planning. Our firm prioritises employee growth through ongoing training and development opportunities, fostering a collaborative work culture that values each team member's input. With competitive salaries and a commitment to excellence, we offer a rewarding environment for those looking to advance their careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account and Database Support in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Broadgate. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account and Database Support in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Broadgate.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Broadgate's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Broadgate
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broadgate.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Broadgate will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broadgate employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
