Client Services

Eden Scott is delighted to be working with a leading wealth management firm to recruit a Client Services Associate 

This is an excellent opportunity for an experienced wealth management administrator or adviser support professional to join a highly regarded organisation and play a key role in delivering an exceptional client experience.

Working within a collaborative client services function, you will support Financial Advisers with both the onboarding of new clients and the ongoing servicing of existing relationships. The role offers excellent exposure across a broad range of wealth management products and services, with opportunities to develop your technical knowledge and broaden your experience across different areas of the business.

Key Responsibilities

• Process new business applications across a range of products including ISAs, GIAs, SIPPs, Bonds, Protection, VCT and EIS investments.
• Manage client and adviser dealing instructions, including switches, rebalances, fund investments and withdrawals.
• Act as a key point of contact for clients, advisers and providers, delivering a high standard of service and resolving queries efficiently.
• Support advisers with ongoing suitability requirements, including arranging client review meetings and preparing pre-meeting documentation.
• Complete post-review administration, including suitability documentation and workflow management.
• Process bond encashments, withdrawals and other client servicing activities in line with regulatory requirements.
• Prepare fee estimates and support the accurate processing of adviser fees.
• Maintain accurate and compliant client records across internal systems.
• Liaise with operational teams to ensure smooth case progression and excellent service delivery.
• Identify opportunities to improve processes, systems and operational efficiency.
• Support regulatory compliance, customer fairness initiatives and internal quality standards.

Person Specification

We are keen to speak with candidates who have gained experience within a wealth management, financial planning or adviser support environment and who are passionate about delivering outstanding client service.

• 2-3 years' experience within a Wealth Management Client Services, Financial Planning Administrator or Adviser Support role.
• Good knowledge of pensions, ISAs, GIAs, investment bonds and wider investment products.
• Understanding of client onboarding and new business processes.
• Knowledge of regulatory and compliance requirements within a wealth management environment.
• Excellent attention to detail and organisational skills.
• Strong communication skills, both written and verbal.
• A proactive and adaptable approach to work.
• Good working knowledge of Microsoft Word and Excel.

Qualifications

• Numeracy and literacy skills to at least A Level/Higher standard.
• Progress towards, or completion of, an industry qualification such as the CII Level 4 Diploma in Financial Planning would be advantageous.

What's on Offer

This is a fantastic opportunity to join a respected and growing wealth management business that is committed to developing its people and delivering an outstanding experience for clients. You'll be part of a supportive team environment with excellent opportunities for professional development and career progression.

To find out more about this opportunity, please contact Eden Scott for a confidential discussion.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before and would like to send your cv over in order to discuss future opportunities, please drop off a CV at karen.kerr@edenscott.com and we can discuss your application further.Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.