Wealth Planning Client Support Specialist
Job in
Bishopbriggs, East Dunbartonshire, G64, Scotland, UK
Listed on 2026-06-11
Listing for:
Broadgate
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
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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