Client Services Associate

IDEX Consulting Ltd; City of Edinburgh; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Supportive team with strong development culture

Job summary

A recruitment consulting firm based in Edinburgh is seeking a Financial Services Recruitment Consultant. This full-time role focuses on supporting advisers and ensuring excellent client service. Candidates should have 2-3 years of experience in client services and a good understanding of financial products like pensions and bonds. The firm offers a supportive team environment with a strong development culture, perfect for someone looking to advance their career in financial services.

Qualifications

• Experience in Client Services within Wealth Management is essential.
• Minimum of 2-3 years' experience in a Financial Services company.
• Product knowledge of pensions, bonds, and other wrappers.

Responsibilities

• Process new business and set up client accounts.
• Manage transfers, fee estimates, and cash/fee reconciliations.
• Act as a client contact point, including for HNW clients.

Skills

Client Services experience

Financial Services knowledge

Operational administration

Pensions and bonds knowledge

Tools

Xplan

Job description

Financial Services Recruitment Consultant

Client Services Associate x 6

Edinburgh

Fantastic opportunity for an experienced client services associate to join a trusted and expanding firm in Edinburgh.

To assist advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

The role:

• Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts
• Manage transfers, fee estimates and cash/fee reconciliations
• Input new business cases on Xplan
• Support adviser review cycles and produce follow-up documents
• Act as a client contact point, including for HNW clients
• Action dealing instructions (switches, rebalances, investments, withdrawals)

About you:

• Experience in Client Services within Wealth Management is essential
• Minimum of 2‑3 years’ experience in a Financial Services company
• Product knowledge of pensions, bonds and other wrappers
• Experience in the onboarding journey of a new client
• Good knowledge of operational administration including settlement and transfers

What’s on Offer:

• Supportive team with strong development culture

Seniority level: Associate

Employment type: Full‑time

Job function: Administrative and Research