Client Engagement Assistant

Falkirk – 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 .