Private Client Associate

LinkedIn ShareShare

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

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