Purpose
* Working within the client servicing team based in Edinburgh supporting Paraplanners and Advisers within the group to support them with the day-to-day activities with new and existing clients.
Responsibilities
* Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports.
* Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
* Setting up online access for new and existing clients and assisting with all queries in relation to the portal.
* Setting up all payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
* Responsible for settling fees from external providers and in-house.
* Processing and monitoring transfers in and out, liaising with clients and colleagues.
* Process any change of details requests including bank details and change of address ensuring the relevant systems are updated.
* Inputting of Fact Finds into the system for new clients.
* Producing simple reports following on from a client's annual review.
* Producing reports including valuations, performance summaries and transaction statements.
Skills
* 1-2 years relevant experience.
* Accuracy and attention to detail when reviewing reports.
* Organisation of own workload to meet deadlines.
* Good communication skills, both oral and written.
* Good knowledge of operational administration including settlement, custody and clearance.
Knowledge
* Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial.
* Good working knowledge of all Microsoft Office applications specifically Excel.
Qualifications
* An industry relevant examination such as CISI IAD/CISI IOC qualification or working towards this is desired but not essential.
You will be rewarded with a very generous basic salary and benefits package.
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