If you have substantial financial planning administration experience and want to focus on high-level business processing rather than basic administration, this permanent Client Services Associate role in Edinburgh or Aberdeen offering £28,000 to £40,000 provides an excellent platform to advance your career. You will need to be based within commuting distance of either location.
Your purpose
You will join an established private wealth management firm to deliver essential operational support across intricate client accounts. Your primary focus will be handling complex new business, processing platform transactions, and ensuring accuracy across high-value portfolios. Working closely with experienced team managers, you will ensure seamless service delivery from application submission through to completion.
What the job involves
- Preparing formal application documentation and issuing detailed client review reports
- Processing complex transactions including pensions, bonds, and protection products
- Executing platform business across major third-party investment and wrap platforms
- Managing adviser charging by raising fee invoices and drawing initial platform fees
- Updating and maintaining accurate client data and records on back-office systems
Client Services Associate Requirements
- Practical experience in a financial planning administration or client servicing role (essential)
- Strong working knowledge of pensions, investment bonds, and protection products (essential)
- Demonstrable experience processing business across investment wrap platforms (essential)
- Prior experience using financial planning software systems such as Xplan (desirable)
- Relevant industry qualifications such as CII or equivalent study (desirable)
About the business
You will join a respected wealth management and financial planning business that values specialist product knowledge and operational accuracy. The firm provides a structured environment where technical capability is recognised, supported and rewarded.
What's on offer
- Starting salary of £28,000 to £40,000 dependent on experience
- 27 days annual leave plus statutory
Client Service Associate in Fraserburgh employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
