Graduate Client Services Administrator; FTC

• Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.

Processing letters of authority and phoning providers for up-to-date information regarding plans or policies

Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses

• Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
• 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 My7IM portal.
• Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Manage workflow through a task management system and monitoring mailbox
• Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items
• Producing reports including valuations, performance summaries and transaction statements inc meeting note preparation
• Review mail and allocate to respective Advisers within the team or internal office

• Accuracy and attention to detail when reviewing reports.
• Organisation of own workload to meet deadlines.
• Good communication skills, both oral and written
• Ability & willingness to identify and suggest improvements in processes / service levels.
• Ownership & Initiative
• Good knowledge of operational administration including settlement, custody, and clearance

• Good working knowledge of all Microsoft office applications specifically Excel

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.

• Reports into Private Client Team Leaders/Managers