Client Support

We are looking for a Client Support to join our team at Johnston Carmichael Wealth.

We are flexible on location as this role can be performed in any of our Scottish offices.

The Client Support will be responsible for (but not limited to):

• Capture recommendations and new business activity accurately and correctly within the client record
• Submit, process and monitor client transactions, record associated income estimates and maintain records on a timely basis
• Maintain client record information accurately and in line with best-practice guidance
• Schedule diary events and client meetings in a practical and effective way
• Conduct client presentations of our client portal
• Review, issue and follow up reports to clients
• Be a point of contact for client queries and manage client expectations throughout the JCW advice journey through regular and appropriate communication
• Prepare and maintain simple cash-management records

About You:

• Friendly and outgoing
• Have strong attention to detail and accuracy skills
• Have good IT skills including a working knowledge of MS Office
• Ability to prioritise and have good communication skills
• Essential: Experience in processing new business in a financial services firm
• Desirable: Holds a certificate in financial services or is working towards it

Why JC?

Johnston Carmichael helps to build success stories that change lives - whether it's our clients, our communities, or most importantly, our people, who now number over 900 across the UK.

We work with individuals and businesses all over the country and our expertise covers almost every industry sector. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 37,000 advisers across more than 114 countries.

Everything we do at Johnston Carmichael is underpinned by our four core values – Doing The Right Thing, Standing In Other People's Shoes, Leading Our Future and Remaining Relevant. We've created a range of ways to support our people to make sure every voice is heard, including our People and Culture Forum, and we encourage each of our sharp minds to be leaders of their work and learning. You can read more about our culture and values here.

Why JC Wealth?

Johnston Carmichael Wealth is an award-winning, independent Chartered Financial Planning firm with a heritage that spans more than three decades. You'll be working with over 50 colleagues including financial planners, technical specialists, client support and business support teams.

At the heart of our philosophy is the goal of helping you 'Live Life on Your Terms'. We aim to make this a reality not just for our clients, but for our teams as well, by ensuring that we maintain an open culture where everyone's contributions are valued.

A career at Johnston Carmichael Wealth is diverse and challenging, with countless opportunities for growth and development. You'll build close relationships with clients and guide them through key milestones, making a real impact on their lives.

What you can expect

As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Click here to see what's on offer.

Different backgrounds and different opinions make for more interesting work and better outcomes. We're sure we don't have to say this, but we welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who's had an extended time away from paid employment.

Our team is made up of people who've taken varied routes through their careers. We're here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we've also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level.

We look forward to hearing from you

If you're ready to write your success story with us, apply today.

At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.