Job description
Fantastic opportunity for an experienced Financial Services professional to join a trusted and expanding firm in Edinburgh. You will support a team of advisers, handle client servicing tasks, and play a key role in delivering a high-quality client experience.
The Role
- Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts
- Manage transfers, fee estimates and cash/fee reconciliations
- Input new business cases on Xplan
- Support adviser review cycles and produce follow-up documents
- Act as a client contact point, including for HNW clients
- Action dealing instructions (switches, rebalances, investments, withdrawals)
About You:
- Experience in Financial Services
- Strong admin and communication skills
- Confident with MS Word/Excel; Xplan experience desirable
- Proactive, organised and client-focused
What's on Offer
- Competitive salary
- Hybrid working
- Supportive team with strong development culture
Genuine progression opportunities
About You:
- Proven experience in Financial Services
- Comfortable using MS Word/Excel; experience with Xplan is desirable
What's on Offer:
- Competitive salary
- Hybrid working
- Supportive team culture with a strong focus on development
- Career progression within a respected and growing firm
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 IDEX Consulting 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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
