Private Client Associate

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Lusona Financial Services are recruiting for a private client associate to join a leading investment management company in Edinburgh.  You will be part of the client support team working directly with a private client manager providing full administration support.  This role will be home-based with flexible working once restrictions are lifted.  The office is centrally located within walking distance to all main transport links.

This is an excellent opportunity to join a forward-thinking organisation that supports its employees with their career aspirations, provides full study support, and promotes from within.

This role has a variety of responsibilities including:

  • Setting up client meetings and when required taking notes and following up on any action points that were discussed, including preparing a statement of suitability
  • Liaising with clients via email, phone and posting reports to them - maintaining accuracy at all times
  • Support the PCT Directors with initial suitability reports (transfer analysis) across GIAs’ and ISA’s for new and existing clients
  • Updating client files and fact finds after meetings
  • Will be trained to take dealing instructions from clients and directors
  • Work with the team to look for ways to improve on processes and maximise procedures
  • Input data onto the back office system and monitor prospects and open accounts
  • Deal with CGT queries

Suitable applicants will have a good understanding of the FCA suitability process, and ideally have a knowledge of Xplan system.  You will have worked within financial services for at least 2 years and be a confident user of Microsoft Excel.
It would be advantageous if you have an industry-relevant examination such as CISI IAD / CISI IOC Qualification or working towards this is.

 

A basic salary of up to £29K is on offer for this role along with a generous benefits package.

For further information or to apply please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk

Permanent
18 January 2022
Financial Services
Sales Support (Private Client)
0141 530 4333