Client Services/Wealth Administrator

Eden Scott; City of Edinburgh; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Career development opportunities

Structured progression plan

Supportive team environment

Job summary

Eden Scott is assisting a leading wealth management firm in Edinburgh to recruit a Client Services Associate – Level 2. The role focuses on onboarding new clients and ongoing servicing, supporting Financial Advisers, and delivering exceptional client experiences.

You will handle a range of products and collaborate with advisers, providers and operations to ensure smooth case progression and high-quality service. The role offers professional development and exposure across wealth management areas.

Qualifications

• 2–3 years' experience in Wealth Management Client Services, Financial Planning Administrator or Adviser Support.
• Knowledge of pensions, ISAs, GIAs, investment bonds and related products.
• Understanding of client onboarding and new business processes.
• Knowledge of regulatory and compliance requirements in wealth management.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication skills.
• Proactive and adaptable approach; good teamwork.
• Basic or intermediate proficiency with Word and Excel.

Responsibilities

• Process new business applications across products (ISAs, GIAs, SIPPs, Bonds, Protection, VCT, EIS).
• Manage client and adviser dealing instructions, including switches and fund investments.
• Serve as a point of contact for clients, advisers and providers; resolve queries promptly.
• Support advisers with suitability reviews and pre-meeting documentation.
• Complete post-review administration and workflow management.
• Handle bond encashments and other client servicing activities per regulatory requirements.
• Prepare fee estimates and assist with adviser fee processing.
• Maintain accurate client records across internal systems.
• Coordinate with operations to ensure smooth case progression and service delivery.
• Identify opportunities to improve processes and efficiency.
• Assist with regulatory compliance and internal quality standards.

Skills

Attention to detail

Communication skills

Proactive attitude

Organisational skills

Microsoft Word

Microsoft Excel

Education

A Level/Higher standard

CII Level 4 Diploma in Financial Planning (advantageous)

Tools

MS Word

MS Excel

Job description

Eden Scott is delighted to be working with a leading wealth management firm to recruit a Client Services Associate – Level 2.

This is an excellent opportunity for an experienced wealth management administrator or adviser support professional to join a highly regarded organisation and play a key role in delivering an exceptional client experience.

Working within a collaborative client services function, you will support Financial Advisers with both the onboarding of new clients and the ongoing servicing of existing relationships.

The role offers excellent exposure across a broad range of wealth management products and services, with opportunities to develop your technical knowledge and broaden your experience across different areas of the business.

Key Responsibilities

• Process new business applications across a range of products including ISAs, GIAs, SIPPs, Bonds, Protection, VCT and EIS investments.
• Manage client and adviser dealing instructions, including switches, rebalances, fund investments and withdrawals.
• Act as a key point of contact for clients, advisers and providers, delivering a high standard of service and resolving queries efficiently.
• Support advisers with ongoing suitability requirements, including arranging client review meetings and preparing pre-meeting documentation.
• Complete post-review administration, including suitability documentation and workflow management.
• Process bond encashments, withdrawals and other client servicing activities in line with regulatory requirements.
• Prepare fee estimates and support the accurate processing of adviser fees.
• Maintain accurate and compliant client records across internal systems.
• Liaise with operational teams to ensure smooth case progression and excellent service delivery.
• Identify opportunities to improve processes, systems and operational efficiency.
• Support regulatory compliance, customer fairness initiatives and internal quality standards.

Person Specification

We are keen to speak with candidates who have gained experience within a wealth management, financial planning or adviser support environment and who are passionate about delivering outstanding client service.

You will have:

• 2-3 years' experience within a Wealth Management Client Services, Financial Planning Administrator or Adviser Support role.
• Good knowledge of pensions, ISAs, GIAs, investment bonds and wider investment products.
• Understanding of client onboarding and new business processes.
• Knowledge of regulatory and compliance requirements within a wealth management environment.
• Excellent attention to detail and organisational skills.
• Strong communication skills, both written and verbal.
• A proactive and adaptable approach to work.
• Good working knowledge of Microsoft Word and Excel.

Qualifications

• Numeracy and literacy skills to at least A Level/Higher standard.
• Progress towards, or completion of, an industry qualification such as the CII Level 4 Diploma in Financial Planning would be advantageous.

What's on Offer

This is a fantastic opportunity to join a respected and growing wealth management business that is committed to developing its people and delivering an outstanding experience for clients. You'll be part of a supportive team environment with excellent opportunities for professional development and career progression.