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- Tasks: Be the friendly first point of contact, guiding clients through their onboarding journey.
- Company: Join a forward-thinking financial planning business with strong values and a supportive environment.
- Benefits: Earn up to £32,000, enjoy hybrid working, and receive generous holiday and health benefits.
- Other info: Exciting growth opportunities in a dynamic, collaborative team.
- Why this job: Make a real difference in client experiences while developing your career in financial services.
- Qualifications: Experience in customer service or administration; confident in communication and organisation.
The predicted salary is between 32000 - 32000 £ per year.
An excellent opportunity for someone who thrives on delivering exceptional customer service and wants to build a long term career within financial services. Are you someone who enjoys being the friendly first point of contact, helping clients feel supported, valued and understood? This position could be the ideal next step if you are looking for a role that blends communication, organisation and a genuine client first approach.
In this role, you will be the initial touchpoint for enquiries, guiding clients through their onboarding journey, responding to calls and emails, and ensuring their experience feels seamless from start to finish. You will also coordinate adviser appointments, support ongoing client reviews and keep essential data and documentation up to date.
This is a brilliant opportunity for someone with experience in customer service, administration or a financial planning environment who wants to develop deeper industry knowledge. With strong growth plans and a highly collaborative operations team, there is room to progress as you build competence and confidence.
You will excel here if you enjoy a role where no two days look the same, where you can genuinely make a difference to client experience, and where your attention to detail really matters.
Client Engagement Assistant Requirements- Essential
- Experience in customer service, administration or a client support role
- Confident handling inbound and outbound communication
- Strong data entry and organisational abilities
- Ability to prioritise multiple tasks
- Comfortable working across multiple systems and Microsoft Office
- Experience within financial advice, financial planning or wider financial services
- Familiarity with back office systems used in advice firms (e.g. Curo, Intelligent Office, Xplan)
The Company: You will be joining a forward-thinking financial planning business going through an exciting period of expansion. The company places significant importance on creating an excellent client journey, supported by modern systems and a collaborative advice operations team. They pride themselves on professional standards, strong values and providing a supportive environment where people can develop.
Client Engagement Assistant Benefits- Salary up to £32,000
- Discretionary annual bonus
- Hybrid working available after competency sign off (or full time office based if preferred)
- 4x life assurance
- Private medical insurance
- Group income protection
- Employee Assistance Programme
- Medicash
- 5 percent employer pension and 3 percent employee pension
- 28 days holiday plus bank holidays, rising to 30 days with service
- 37.5 hours per week
Location: Ideal candidates will live within a sensible commuting distance of any of their following offices: Arundel, Borehamwood, Cheltenham, Glasgow, Newcastle, St Helens, Swanley, Reading, Wakefield, Wirral.
If you are looking for a varied, people focused position with great long term opportunity, we would love to hear from you. Apply today.
Client Engagement Assistant in Glasgow employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Engagement Assistant in Glasgow
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be the friendly first point of contact, role-play common client scenarios with a friend or family member. This will boost your confidence and help you handle enquiries like a pro.
✨Tip Number 3
Network, network, network! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral – which is always a bonus!
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great way to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Client Engagement Assistant in Glasgow
Some tips for your application 🫡
Show Your Customer Service Skills: Make sure to highlight your experience in customer service or client support. We want to see how you've made clients feel valued and understood in your previous roles, so share specific examples that showcase your friendly approach!
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the skills and experiences mentioned in the job description. We love seeing candidates who take the initiative to connect their background with what we’re looking for.
Be Organised and Detail-Oriented: Since this role involves coordinating appointments and managing data, it’s crucial to demonstrate your organisational skills. Mention any tools or systems you’ve used to keep things running smoothly, as 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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Premier Jobs UK
✨Know the Company Inside Out
Before your interview, take some time to research the company’s values, mission, and recent developments. This will not only help you understand their culture but also allow you to tailor your answers to show how you align with their goals.
✨Showcase Your Customer Service Skills
As a Client Engagement Assistant, your ability to deliver exceptional customer service is key. Prepare specific examples from your past experiences where you went above and beyond for a client. This will demonstrate your commitment to a client-first approach.
✨Practice Your Communication Style
Since this role involves being the first point of contact, practice clear and friendly communication. You might want to rehearse common interview questions with a friend or in front of a mirror to ensure you come across as approachable and confident.
✨Be Ready to Discuss Organisational Skills
The job requires strong organisational abilities, so be prepared to discuss how you manage multiple tasks and prioritise effectively. Consider sharing a time when you successfully juggled various responsibilities while maintaining attention to detail.