Wealth Management Client Services Associate

IDEX Consulting Ltd; City of Edinburgh; Sur place; GBP 35 000 - 50 000; Plein temps

Avantages offerts par ce poste

Supportive team with strong development culture

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client Services experience

Financial Services knowledge

Operational administration

Pensions and bonds knowledge

Outils

Xplan

Description du poste

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.