At a Glance
- Tasks: Support high-value client accounts and process complex transactions in a dynamic environment.
- Company: Join a respected wealth management firm that values expertise and accuracy.
- Benefits: Competitive salary, 27 days leave, hybrid working, and private healthcare.
- Other info: Great opportunities for professional development and career progression.
- Why this job: Advance your career in financial planning with real impact on client success.
- Qualifications: Experience in financial planning administration and strong knowledge of investment products.
The predicted salary is between 28000 - 36000 £ per year.
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 £36,000 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 £36,000 dependent on experience
- 27 days annual leave plus statutory bank holidays
- Workplace pension scheme
- Comprehensive private healthcare coverage
- Hybrid working (Upon completing probation)
- Ongoing professional development and career progression opportunities
What happens next
Your application comes directly to Premier Jobs UK, not the employer. Our specialist recruitment team reviews every application and responds to every candidate, whether or not you are progressed. Where your background matches the requirements, we will arrange a confidential screening call to discuss your career goals. We never forward your details to our client without your explicit agreement.
To explore this Client Services Associate vacancy in Edinburgh or Aberdeen, apply today.
Client Service Associate in Inverurie employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Associate in Inverurie
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Premier Jobs UK Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Premier Jobs UK Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Premier Jobs UK Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Service Associate in Inverurie
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Premier Jobs UK Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Premier Jobs UK Limited how you can be a team player!
How to prepare for a job interview at Premier Jobs UK Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Premier Jobs UK Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Premier Jobs UK Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
