Wealth Management Client Services Associate

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 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.