Senior Associate Client Administration

As a Senior Associate Client Administration in Newcastle and Edinburgh, the work centres on to work closely with the aligned Investment Managers in Newcastle and Edinburgh to deliver excellent client outcomes. It would suit someone who can bring strong professional approach to the role.

What the work leans on

Liaise with operational teams where support is provided on activities , scripts, transfers, corporate actions, static data changes where applicable. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Where the technical work sits

• To work closely with the aligned Investment Managers in Newcastle and Edinburgh to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintaining back-office systems and client records in line with the company policies.

Technical requirements

• Proven experience working in the financial services industry, specifically Investment Management.
• Excellent standard of education, ideally degree qualified but not essential.
• Good understanding of Financial Planning services.

What helps delivery stay steady

Strong professional approach.

Practical details

• Additional detail: Training or development support may be provided.

Job details

• Benefits mentioned: Holiday allowance, Training