Client Relationship Support
Broadgate
📍 bishopbriggs, scotland, United-Kingdom
Job Description
An exciting opportunity for an experienced financial services professional to join a growing, fast‑paced wealth management environment in a high‑impact support role.
This is not a traditional administrative position — instead, it offers a hands‑on, client‑facing role where you’ll work closely with Financial Planners, supporting the end‑to‑end client journey while building strong relationships internally and externally.
You’ll play a key role in delivering a high‑quality client experience, operating within a collaborative pod structure and contributing to a dynamic and evolving team.
The Opportunity
You’ll take ownership of financial planning administration within a busy and fast‑moving environment, supporting multiple Financial Planners and working closely with Paraplanners as part of a structured team.
This role is ideal for someone who thrives on organisation, attention to detail and client interaction, and who enjoys being an integral part ...