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Form of workMy client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract. To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Responsibilities:
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver
excellent client outcomes - To build relationships with clients and maintain regular contact
- Maintain back-office systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers,
corporate actions, static data changes, where applicable - Preparation of meeting packs and valuations
- Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
- Proven experience working in the financial services industry
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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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
