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Edinburgh, United Kingdom 

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€0.00 - €0.00

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Job Description:

Job description:

Do you have demonstrable experience of client on-boarding and a good understanding of financial planning and investment products? Then this role may be a good match for you.
Core-Asset Consulting have a new and exciting opportunity with an Edinburgh based asset management firm for a Client Services Assistant to provide high quality service to new and existing clients.
This is a 6-month fixed term contract based in Edinburgh.

Core requirements:

* Highly numerical with a strong attention to detail
* Ability to adapt and be flexible to change in a delivery focused environment
* Understanding of financial planning and investment products
* Ability to manage multiple tasks, contacts and co-ordination with various teams
* Ability to organise complex actions and ensuring that they are followed through to completion in a timely manner
* Effective management of workload through prioritisation and excellent time management

Core responsibilities:

* Arrange the setup of financial planning transactional files
* Obtain life quotations and present findings to financial planners/paraplanners
* Retrieve policy and valuations from third parties, ensuring our systems are updated
* Assist in the administration of new business and client on-boarding
* Co-ordinate and process all cash payments to clients and third parties
* Handle ISA subscriptions
* Resolve internal, client and third party queries in a proactive and timely manner
* Assist with the ongoing maintenance of procedures and process improvements
* Keep up to date with current regulatory and legislative requirements

Job reference: 10954

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

Company Info
Core-Asset Consulting
37 Melville Street
Edinburgh, Midlothian, United Kingdom
Phone: 0131 718 4600
Web Site: www.core-asset.co.uk
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