Entry-Level Wealth Client Services Associate

Eden Scott; Aberdeen City; On-site; GBP 19,000 - 27,000; Full time

Benefits offered by this job

Full training

Ongoing professional development

Career progression opportunities

Industry qualifications support

Competitive salary and benefits

Job summary

Eden Scott is recruiting for an IFA Administrator/Client Services Associate to join a growing private wealth team. This is an excellent opportunity for school leavers, college leavers or graduates seeking a career in financial services.

You will provide administrative and client service support to financial advisers, helping to deliver an outstanding client experience while developing essential industry knowledge and skills, with full training and clear progression.

Qualifications

• Numeracy and literacy at A-Level or equivalent.
• School leaver / college leaver / graduate suitable.
• Interest in financial services, wealth management or investments.

Responsibilities

• Process payments, withdrawals and account transactions across investment products.
• Monitor account activity, cash reconciliations and outstanding fees.
• Assist with transfer of client investments and liaise with providers.
• Prepare documentation for financial planning teams.
• Handle client change requests and update details.
• Produce client reports, valuations and transaction statements.
• Support processing of new business applications.
• Support account closures and administration relating to estates.

Skills

Attention to detail

Organisational skills

Customer-focused

Proactive

Written and verbal communication

Adaptable

Microsoft Office

Education

A-Level or equivalent

Tools

Microsoft Office

Job description

Eden Scott is recruiting for an IFA Administrator/Client Services Associate to join a growing private wealth team. This is an excellent opportunity for school leavers, college leavers or graduates seeking a career in financial services.

You will provide administrative and client service support to financial advisers, helping to deliver an outstanding client experience while developing essential industry knowledge and skills, with full training and clear progression.