IFA Admin Support

We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Edinburgh.

The Role

• Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
• Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and online access maintenance. This includes associated client contact
• Daily interaction with internal and Third Party systems adhering to applicable SLAs and work-flow management
• Adherence to all departmental procedures
• Document management
• Assist teams in the resolution of queries
• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients

Your Experience

• Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and 'platforms.'
• High levels of accuracy and attention to detail
• Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
• Good team player with the ability to work on own initiative and willing to respond to varying requests
• Flexibility and availability to work overtime during peak workload periods
• Excellent communication skills (written and verbal)
• IT proficiency
• Previous data entry and paperwork checking experience desirable
• Previous customer/client service experience would be an advantage

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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.