Client Engagement Assistant

Client Engagement Assistant Glasgow – Central Location - Hybrid Working Our client is building a modern, client-focused advice and wealth management business that blends high-quality financial planning with smart, cutting-edge technology.

Their mission is to deliver exceptional service through streamlined processes, intuitive systems, and a truly supportive client experience. We are now looking for a Client Engagement Assistant to play a key role in delivering this refreshed, efficient, and client-centric approach.

What you'll do

Be a warm, proactive point of contact throughout the client journey Support the delivery of personalised financial plans and outstanding service Work seamlessly alongside Financial Planners empowered by modern, efficient systems Contribute to a business focused on growth, innovation, and meaningful impact Why our client's team?

Be part of a forward-thinking organisation transforming financial advice Use best-in-class technology designed to make processes simple and effective Join a collaborative, progressive team with a clear vision for the future Grow within a supportive environment where your contribution truly matters What you'll bring: Experience of working in a Client Management role, ideally within financial services but not essential Excellent communication skills and telephone manner Organised with the ability to manage multiple tasks and a high-volume workload A passion for delivering outstanding client outcomes What's On Offer: Highly competitive salary (DOE) + annual bonus based on performance Hybrid & flexible working options 28 days holiday + Bank holidays , with a tiered increase to 30 days Professional development support – qualifications, CPD & training Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme Supportive, friendly team culture If you're client-focused, organised, and excited to be part of positive change in the financial world, we'd love to hear from you!

Apply now and help shape the future of financial planning. For a confidential chat, contact Pauline Low at Reed on . ...

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