Client Support Associate

TN United Kingdom; City of Edinburgh; On-site; GBP 25,000 - 30,000; Full time

Job summary

An exciting opportunity awaits for an IFA Administrator at a modern, respected Independent Financial Adviser practice in Edinburgh. Join a dynamic team dedicated to understanding client objectives and delivering personalized services. This role offers the chance to work closely with high-net-worth clients and support paraplanners and financial advisors in a flexible work environment. If you're looking to grow your career in a bespoke, client-focused setting, this position is perfect for you.

Qualifications

• Experience working closely with high-net-worth clients.
• Previous experience within IFA practices is preferred.

Responsibilities

• Assist paraplanners and financial advisors within the firm.
• Provide personalized service to clients based on their future objectives.

Skills

Client-facing experience

Good product knowledge

Experience in IFA practices

Job description

Location

Edinburgh

Salary: £25,000 - £30,000

Type: Permanent

Workplace: On-Site

Ref: 87757

Recruiter Managing This Role

This is an opportunity for an IFA Administrator to join a modern, professional, and respected Independent Financial Adviser practice. The firm's client relationships are based on understanding their clients' future objectives and providing a personalized service.

The Opportunity

A fantastic opportunity has been created for an administrator to join a bespoke, growing business and work within a highly qualified team to assist the firm's paraplanners and financial advisors.

The ideal candidate will have experience working closely with HNW clients and be client-facing. The firm offers flexible and part-time working options.

What is needed to be considered?

• Previous experience within IFA practices is preferred
• Good product knowledge
• Experience being client-facing

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. Additionally, refer a friend or colleague and receive £200 if we assist them in securing a new career.