Wealth Operations Specialist - Complex Client Accounts

Premier Jobs UK Ltd; Aberdeen City; Hybride; GBP 28 000 - 36 000; Plein temps

Avantages offerts par ce poste

27 days annual leave

Workplace pension

Private healthcare

Hybrid working

Professional development

Résumé du poste

Premier Jobs UK Ltd in Edinburgh or Aberdeen is seeking a Client Services Associate with substantial financial planning administration experience. The role focuses on high-level business processing rather than basic administration, offering a salary of £28,000 to £36,000 and a platform to advance your career.

You will need to be based within commuting distance of either location. You will deliver essential operational support across intricate client accounts, handle complex new business, process

Qualifications

• Practical experience in financial planning administration or client servicing (essential)
• Strong knowledge of pensions, investment bonds, and protection products (essential)
• Experience processing business across investment wrap platforms (essential)
• Desirable: using Xplan or equivalent planning software

Responsabilités

• Preparing formal application documentation and issuing client review reports
• Processing complex transactions including pensions, bonds, and protection products
• Executing platform business across major third-party investment and wrap platforms
• Managing adviser charges by raising fee invoices and initial platform fees
• Updating and maintaining accurate client data and records on back-office systems

Connaissances

Pensions knowledge

Investment bonds knowledge

Protection products knowledge

Client servicing experience

Formation

CII or equivalent study

Outils

Xplan

Planning software

Description du poste

Premier Jobs UK Ltd in Edinburgh or Aberdeen is seeking a Client Services Associate with substantial financial planning administration experience. The role focuses on high-level business processing rather than basic administration, offering a salary of £28,000 to £36,000 and a platform to advance your career.

You will need to be based within commuting distance of either location. You will deliver essential operational support across intricate client accounts, handle complex new business, process