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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 inhouse.
- 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
- Financial Services experience
- Accuracy and attention to detail when reviewing reports.
You will be rewarded with a very generous basic salary and benefits package
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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.
