At a Glance
- Tasks: Support financial planners and enhance client experiences in a dynamic environment.
- Company: Growing professional services firm focused on client relationships.
- Benefits: Competitive salary, collaborative team, and opportunities for career growth.
- Other info: Ideal for those looking to kickstart their career in financial planning.
- Why this job: Join a fast-paced team and make a real difference in clients' financial journeys.
- 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!
CRM Database Support in Glasgow employer: Broadgate
Join a dynamic and supportive team in Glasgow, where your role as a CRM Database Support will be pivotal in enhancing client relationships within the financial planning sector. Our firm prioritises employee development, offering opportunities for professional growth and qualifications, all while fostering a collaborative work culture that values excellence and client satisfaction.
