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Trainee Client Service Assistant

Job description

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.

Initial Responsibilities:

  • Making client Appointments
  • Dealing with mail, scanning all relevant documentation
  • Typing up of the Client Factfinds
  • Ensure client data is accurate and up to date
  • Preparation of correspondence including general letters and emails
  • General administrative duties such as photocopying and filing


  • Experience within Financial Services preferred, but not essential
  • Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential

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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.