Broadgate
Client Relationship Support
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Financial Planning Administrator | Bishopbriggs | Hybrid Working
Looking for more than just another administration role?
If you're an experienced Financial Planning Administrator or Wealth Management Administrator looking for a position where you'll play a key role in the client journey—not just work behind the scenes—this could be the opportunity you've been waiting for. You'll join a growing, collaborative wealth management team, where your expertise is valued, your career development is supported, and you'll work closely with Financial Planners and Paraplanners to deliver an exceptional client experience.
What’s in it for you?
- Competitive salary based on experience
- Hybrid working (following probation)
- Full support towards your CII qualifications
- Clear career progression within a growing business
- A genuinely collaborative team environment
- More responsibility and client exposure than a typical financial planning administration role
- The opportunity to join during an exciting period of growth with multiple new hires
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The Role
You’ll become an integral part of a pod-based team, supporting Financial Planners throughout the entire client journey. This is a varied, fast-paced role where no two days are the same.
Key Responsibilities
- Supporting Financial Planners with end-to-end administration
- Preparing client packs, valuations, and meeting documentation
- Processing new business and liaising with providers
- Managing letters of authority and client documentation
- Maintaining regular, professional client communication (non-advisory)
- Working closely with Paraplanners and internal stakeholders
- Maintaining accurate records across back-office systems
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About You
We’re looking for someone who has:
- Previous experience within Financial Planning or Wealth Management
- Knowledge of ISAs, pensions, GIAs, and investment bonds
- Excellent organisational skills and a strong attention to detail
- The ability to manage multiple priorities in a busy environment
- Great communication skills and confidence in building relationships with clients and colleagues
- Experience using financial services back-office systems (or transferable platform experience)
If you're looking for a role where you can make a real impact, develop your career, and be part of a business that's investing in its people, we’d love to hear from you.
📩 Apply today or get in touch for a confidential conversation.
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