Client Services Associate (Solihull)

Partners Wealth Management LLP; City of Edinburgh; On-site; GBP 20,000 - 30,000; Full time

Job summary

Partners Wealth Management LLP is looking for a dedicated Client Services Assistant in Edinburgh. You'll assist Advisers in delivering exceptional service to clients and monitor various financial transactions including ISAs and Bonds. We seek candidates who are detail-oriented and client-focused, ideally with experience in wealth management. This role is suitable for school leavers or graduates working towards a financial planning qualification and offers a chance to develop within a reputable firm.

Qualifications

• Experience in Client Services within Wealth Management is desired.
• Good working knowledge of all Microsoft office applications specifically Excel.
• Good knowledge of operational administration including settlement and transfers.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, and GIAs.
• Processing and monitoring transfers in and out.
• Producing reports including valuations and performance summaries.
• Liaising closely with Operations team to enhance service levels.

Skills

Accuracy and attention to detail

Client focused, delivering a high standard of client service

Good communication skills, both oral and written

Organisation of own workload to meet deadlines

Must be proactive and able to use initiative

Adaptive to change

Proficient in MS Word/Excel

Ability & willingness to identify and suggest improvements

Education

A level/Higher standard in numeracy & literacy skills

Working towards CII Level 4 Financial Planning qualification

Suitable for school leavers or graduates

Job description

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

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Monitoring cash reconciliations and outstanding fees
• Processing and monitoring transfers in and out, liaising with clients and colleagues.
• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
• Producing reports including valuations, performance summaries and transaction statements.
• Support wider team with processing new business application forms
• Processing accounts closures and deceased client cases and ensure timely completion of such cases
• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
• Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
• Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
• Filing, in accordance with 7IM and FCA procedures
• Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
• Other duties, as reasonably required by the line manager and 7IM

About You

Skills

• Accuracy and attention to detail
• Organisation of own workload to meet deadlines
• Client focused, delivering a high standard of client service
• Must be proactive and able to use initiative
• Good communication skills, both oral and written
• Adaptive to change
• Proficient in MS Word/Excel
• Ability & willingness to identify and suggest improvements in processes / service levels

Knowledge

• Experience in Client Services within Wealth Management is desired
• Good working knowledge of all Microsoft office applications specifically Excel
• Good knowledge of operational administration including settlement and transfers

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
• Suitable for school leavers or graduates
• Working towards an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information

• Reports into the Client Services Team Manager