We are looking for a Client Support to join our team in Glasgow or Edinburgh Job Purpose: This is an entry-level role supporting the wider Johnston Carmichael Wealth team for someone wishing to progress within Financial Services as multiple career paths are available. The Client Support will be responsible for (but not limited to): Understanding and adhering to the defined mail process, ensuring client records are updated Managing client mandate requests and ensuring all requested information has been received and updated on our back office system Maintaining local office stationery levels Accurately maintaining client record information on our back office system, including but not limited to client risk checks (client due diligence, anti-money laundering, risk profile questionnaire) on a timely basis 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 Desirable: Experience in a financial services firm Desirable: Obtain certificate in Financial Services 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. In the last 10 years we’ve raised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. We are Gold sponsors of the Kiltwalk and also partner with Netball Scotland and England Netball, creating an enduring impact on the ground in our communities. 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 60 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. 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.