Private Client Associate

2 weeks ago

Edinburgh, United Kingdom Idex Full time

Idex Consulting have an opportunity for an experienced Private Client Associate to be based in Edinburgh.

**Purpose**
Working closely with one or more Private Client Directors to provide support for new and existing Discretionary, Wealth Management and Family Office clients.

**Responsibilities**
- Support the PCT Directors in ensuring the annual ongoing suitability targets are met by setting up meetings, taking meeting notes where required and completing the relevant post meeting documentation and Statement of Suitability (SOS) for final review
- Support the PCT Directors with initial suitability reports (transfer analysis) across GIAs' and ISA's for new and existing clients
- Maintain and update client data across systems on a regular basis through fact finds and client meetings
- Portfolio management of unitised clients for fees and withdrawals
- Help to input, manipulate and maintain prospect data on Xplan, monitor prospects, generate initial reports and open accounts
- Liaise closely with PCT Client Servicing Team and members of the Operations team to ensure full communication and understanding, minimising errors and maximising service levels
- Participate in any projects and relevant business initiatives when required
- Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
- Continually suggesting realistic & appropriate improvements and solutions to problems with the Head of Operations (Edinburgh)

**Knowledge**
- Understanding of the annual FCA ongoing suitability process and experience providing support with this
- Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial
- Experience in a Financial Services company
- An industry relevant examination such as CISI IAD / CISI IOC Qualification or working towards this is desired

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.

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