Wealth Planning Client Support Specialist

Broadgate
📍 bishopbriggs, scotland, United-Kingdom 💼 Full-time 🕒 Posted June 20, 2026

Job Description

Broadgate is seeking an experienced financial services professional to join their wealth management team in Bishopbriggs. This position offers a hands-on, client-facing role where you will support Financial Planners throughout the client journey.

The ideal candidate will have a strong background in financial planning, excellent organisational skills, and the ability to manage multiple priorities. The role comes with a hybrid working model and opportunities for professional development.

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Job Details

  • Location bishopbriggs, scotland
  • Job Type Full-time
  • Category Human Resources
  • Posted Date June 20, 2026
  • Application Deadline July 30, 2026