Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Client Services Administrator

IDEX Consulting Ltd
Job LocationEdinburgh
EducationNot Mentioned
Salary£22,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

PurposeThis role is permanent and based in the Private Client Team (PCT) in Edinburgh. The successful candidate will be working within the Client Servicing Team to support Advisers with new and existing Discretionary, Wealth Management and Family Office clients.Responsibilities

  • Onboarding of new clients, including setting up online access for clients, chasing updates on new applications with external providers
  • Setting up all payments for ISAs, SIPPs, Bonds, GIAs
  • You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues
  • Prepare paperwork, processing New Business both internally and with external providers, income withdrawals, contributions
  • Understanding and knowledge of the client database, providers and external contact procedures
  • Requesting transfer forms from providers and clients
  • Review mail and allocate to respective Advisers within the team or internal office
  • Support preparation of regular financial planning reports for clients in conjunction with colleagues in the investment team, where applicable
  • Maintain an understanding of the Companys systems including: financial planning, investment management, practice management, dictation
  • Undertake any projects or longer-term responsibilities that are assigned
  • Act in the best interest of clients ensuring the FCAs requirements and Company policies in relation to Treating Customers Fairly are adhered to
Knowledge
  • Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial
  • Experience in a Financial Services company
  • Good working knowledge of all Microsoft office applications specifically Excel
.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Keyskills :
IFA Support IFA Admin IFA Administrator IFA Administration Client support

APPLY NOW

Client Services Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved