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 bank holidays
- Workplace pension scheme
- Comprehensive private healthcare coverage
- 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.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Client Service Associate in Edinburgh employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
