Client Services Support

1 month ago


Edinburgh, United Kingdom CleverHR Full time

We have an excellent opportunity to join this well respected, leading Financial Planning firm. The company provide financial advice to both private and corporate clients, helping them navigate across the full spectrum of products. This includes retirement planning, investment planning, workplace pensions and various insurances.

**Key responsibilities**:
**Client work**:

- Deal effectively with queries from clients and other parties through effective communication. Record your client or third-party communications (whether that communication is written, oral or electronic). Client communications and client related communications require to be recorded on the clients file in clear and intelligible English.
- Liaise with Product providers and other third parties to acquire required client information that may be required, including retrieving new and historic information about individual clients.
- Assist the Paraplanner in preparing the client file and relevant paperwork prior to client meetings.
- Issue letters of authority efficiently ensuring information checklist is completed accurately before being passed to paraplanner to review.
- Ensure electronic client files are up-to-date and compliant.
- Assist Paraplanner in maintaining a high standard of file maintenance and administration of new business to meet exacting Compliance regulations
- Assisting the Paraplanner/Adviser in preparing client file and relevant paperwork prior to client meetings.

**Office duties**:

- First point of contact for incoming calls
- Open and distribute mail in line with company process.
- Ensure incoming and outgoing mail is dealt with in line with the company process.
- Photocopies and scans appropriate documents accurately into electronic client files in line with company process.
- Responsible for ensuring meeting rooms are prepped in the evening prior to meetings the following day.

**Key skills and experience**:

- Ambitious and motivated about working within financial services
- A keen eye for detail
- Strong time management and prioritisation skills
- Excellent organisational skills with the ability to multitask and manage workloads
- Hard-working and enthusiastic
- Excellent IT skills and familiarisation with Microsoft Office
- Excellent communication skills and a professional telephone manner
- Ability to work under pressure
- Ability to work as part of a team
- Relevant financial services qualifications would be preferred, or a willingness to take relevant exams
- Experience and knowledge in all aspects of financial services administration would be an advantage

**Benefits**:

- 4% ER and 4% EE pension (salary sacrifice available)
- 4x salary death in service
- Support and funding towards CII exam
- 28 days holiday plus 2x bank holidays at Easter

**Salary**: £20,000.00-£28,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Edinburgh, City of Edinburgh: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you ambitious and motivated about working within Financial Services?
- Do you have Financial Services qualifications or have a willingness to take the relevant exams?

Work Location: In person

Reference ID: NT-1924



  • Edinburgh, United Kingdom CleverHR Full time

    **Client Services Associate** **Location: Edinburgh, City of Edinburgh** **Responsibilities**: - Greet clients and provide them with a friendly environment to interact with our team - Answer phone calls and take messages while checking in clients into the office - Answer general questions about policies and procedures - Create invoices and prepare payment...


  • Edinburgh, United Kingdom Search Consultancy Full time

    **Salary**: £21k - £24k We're on the lookout for excellent, customer-obsessed and organised individuals to join our Client relations team. Our clients purpose is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key...


  • Edinburgh, United Kingdom Search Consultancy Full time

    Salary - £10.40 ph We're on the lookout for excellent, customer-obsessed and organised individuals to join our Client relations team. Our clients purpose is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element...


  • Edinburgh, United Kingdom Nucleus Financial Full time

    About the role We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of...


  • Edinburgh, United Kingdom Client Full time

    Field Service Engineer (FULL TRAINING)Covering Scottish patch (Ideally located in Edinburgh or near Central Belt)£30,000 - £34,000 + Overtime + Vehicle + Full Product Training + Progression + Development + BenefitsAre you a Field Service Engineer with basic electrical knowledge looking to join a multi-national, market leading company where you will be...


  • Edinburgh, United Kingdom Client Full time

    Field Service Technician (Material Handling / Mobile Plant) £34,000 - £35,000 + Overtime + Bonus + Vehicle + Pension + Specialist Training + Share Save Scheme Home based role ideally located: Edinburgh, Livingston, Queensferry, Grangemouth, Falkirk, Glasgow. Are you a Field Service Technician looking to work for a nationally renowned company who have a...

  • Client Support

    1 month ago


    Edinburgh, United Kingdom Search Consultancy Full time

    **Client Support** Newbridge, Edinburgh £25k salary, paid weekly each Friday We looking to engage with talented individuals who have a strong attention to detail and thrive working in a fast paced environment. This position hours are 9-5:30pm Tuesday to Saturday or Wednesday to Sunday, no negotiation on these working hours. In return, this role offers...


  • Edinburgh, United Kingdom RCG Moody International Limited c- Intertek Full time

    An opportunity has arisen for a Client Support Representative to join Intertek Inform. The position will be dealing primarily with client queries across a variety of products, services and channels within multiple territories, ensuring a high standard of customer care and support is provided. Adhering to set process and procedures to ensure consistent,...


  • Edinburgh, United Kingdom Meraki Full time

    **Client Service Associate** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is currently working with a leading financial services firm, which is seeking a talented and dedicated individual to join their team as a Client Service Associate. In this role, you will work closely with esteemed Client Directors, providing support to our new...


  • Edinburgh, United Kingdom QA Apprenticeships Full time

    Watermans are a modern, forward-thinking law firm. We offer legal services in conveyancing, private client, family law, dispute resolution and personal injury. They're all about making the legal process as straightforward as possible for clients - and that extends to the team, too! No being set in their ways, Watermans are committed to providing a...


  • Edinburgh, United Kingdom Aon Full time

    Client Service Advisor - Commercial Insurance - (Glasgow or Edinburgh, UK) We’re Hiring! Do you thrive in a fast-paced environment? Do you want to explore innovative risk solutions and support businesses across various sectors in the UK and wider? Aon Glasgow are hiring! This role is a hybrid role, it could be based in Glasgow or Edinburgh and is a great...

  • Client Support

    4 weeks ago


    Edinburgh, United Kingdom The Progress Shed Full time

    Our client based in South East Scotland is recruiting an administrator to join their friendly Client Support Team servicing corporate and private clients. One of the top rated teams in the region providing all-round holistic planning including investment planning, trust work, inheritance tax planning and retirement options. In this role you will be...


  • Edinburgh, United Kingdom Mazars Full time

    Job Purpose As a Financial Planning Support, you will support the Financial Planning Team in achieving objectives in winning new clients and providing an outstanding service to clients. You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective...


  • Edinburgh, United Kingdom eFinancialCareers Full time

    **Description**: Commercial Banking This role is pretty much what it says on the tin - these people would be dealing with queries/issues for GLCM’s corporate clients. GLCM is essentially a service that offers it’s clients to enable them to move money around the globe quickly and efficiently, so the client service team steps in when they have an issue...


  • Edinburgh, United Kingdom Magnit Full time

    About the Role Client Services Consultant (CSC) is responsible for the efficient delivery of Magnit’s services to our clients. This position will work closely with vendors (panel suppliers), client hiring managers and cross-functional teams, utilizing the VMS tool to ensure smooth service delivery. What You Will Do - CSC is responsible for the day-to-day...


  • Edinburgh, United Kingdom Abacus Group LLC Full time

    Job Summary: Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. As the Manager of Client Support, your team handles tickets and day-to-day IT issues related to supporting clients on the Abacus platform. You will work closely with your team of System Administrators by serving as...


  • Edinburgh, United Kingdom Nuffield Health Full time

    HEAD OFFICE Client Services Administrator **Edinburgh | Corporate Fitness & Wellbeing | Permanent | Full time** **Up to £25,480.00 per annum depending on experience** **40 hours per week** We are looking for a Client Services Team member to work at one of our high profile sites in Nuffield Health Gogarburn. The team member will warmly meet and greet all...


  • Edinburgh, United Kingdom Rettie and Co. Full time

    **Key details**: **Location**:Edinburgh **Department**:Lettings **Reports to**:Client Services Manager **Hours of Work**:Tuesday - Thursday (approx. 19 hours) **About the role**: The main aim of the Edinburgh Lettings Team is to ensure an exceptional customer experience is provided to all our potential and actual customers. You will work closely with...


  • Edinburgh, United Kingdom Meraki Full time

    Meraki Talent are looking for customer focused team players for a Client Services opportunity within the heart of Edinburgh’s Financial Services district. You will be responsible for offering support to existing customers via telephone and webchat, ensuring a first class customer experience. Duties will include; - Liaising with customers via telephone -...


  • Edinburgh, United Kingdom Magnit Full time

    Client Services Consultant (CSC) is responsible for the efficient delivery of Magnit’s services to our clients. This position will work closely with vendors (panel suppliers), client hiring managers and cross-functional teams, utilizing the VMS tool to ensure smooth service delivery. What You Will Do • CSC is responsible for the day-to-day delivery...