Client Service Associate - Level 2

IDEX Consulting Ltd.; City of Edinburgh; On-site; GBP 26,000 - 36,000; Full time

Job summary

IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.

You will process new business, investments, withdrawals, switches and rebalances, support client reviews and ongoing servicing, and manage client queries with accurate records in Xplan. Knowledge of pensions and investments is beneficial.

Qualifications

• Experience in wealth management or Adviser support.
• Knowledge of pensions and investment products.
• Strong organisation, communication and attention to detail.
• Xplan experience is advantageous.
• CII Level 4 qualification or working towards it would be beneficial.

Responsibilities

• Process new business, investments, withdrawals, switches and rebalances
• Support client reviews and ongoing servicing
• Manage client queries and maintain accurate records within Xplan
• Work closely with Advisers and internal teams to ensure excellent client experience

Skills

Wealth management

Adviser support

Attention to detail

Organised

Communication

Education

CII Level 4 or working towards

Tools

Xplan

Job description

We are recruiting for a Client Services Associate to join an established wealth management business, supporting Financial Advisers and delivering a high-quality service to clients.

The Role

• Process new business, investments, withdrawals, switches and rebalances
• Support client reviews and ongoing servicing
• Manage client queries and maintain accurate records within Xplan
• Work closely with Advisers and internal teams to ensure excellent client experience

About You

• Previous experience in wealth management, financial planning administration or Adviser support
• Good knowledge of pensions and investment products
• Strong organisation, communication and attention to detail
• Xplan experience is advantageous
• CII level 4 qualified or working towards the qualification would be beneficial

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.