Client Relationship Support

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 ...

Ready to Apply?

Submit your application today and join our talented team at Broadgate.