Client Service Associate

Premier Jobs UK Ltd; City of Edinburgh; Sur place; GBP 28 000 - 36 000; Plein temps

Avantages offerts par ce poste

27 days annual leave

Workplace pension

Private healthcare

Hybrid working (probation)”

Résumé du poste

Premier Jobs UK Ltd in Edinburgh or Aberdeen is seeking a Client Services Associate with substantial financial planning administration experience to support high-value portfolios and complex new business. You will be based within commuting distance of either location and join a respected private wealth firm characterized by accuracy and specialist knowledge.

In this role you will handle platform transactions, prepare formal application documents, and manage adviser charging while updating client

Qualifications

• Practical experience in financial planning administration or client servicing.
• Strong knowledge of pensions, investment bonds and protection products.
• Experience processing business across investment wrap platforms.
• Experience with financial planning software such as Xplan (desirable).
• CII qualification or equivalent study (desirable).

Responsabilités

• Prepare formal application documentation and client review reports.
• Process complex transactions including pensions, bonds and protection products.
• Execute platform business across major third-party investment and wrap platforms.
• Manage adviser charging by raising fee invoices and platform fees.
• Update and maintain accurate client data on back-office systems.

Connaissances

Client servicing

Financial planning

Pensions

Investments

Formation

CII qualification

Outils

Xplan

Description du poste

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