https://jobs.co.uk/job/client-service-associate-premier-jobs-uk-limited--4a1599c0-53be-4a82-99d0-69f41908bdf4 RSS feed for Client Service Associate at Premier Jobs UK Limited. en-gb Tue, 06 Oct 2026 22:40:52 GMT https://jobs.co.uk/job/client-service-associate-premier-jobs-uk-limited--4a1599c0-53be-4a82-99d0-69f41908bdf4 https://jobs.co.uk/job/client-service-associate-premier-jobs-uk-limited--4a1599c0-53be-4a82-99d0-69f41908bdf4 Tue, 06 Oct 2026 11:53:10 GMT Location: Edinburgh | Salary: 10000-500000 Annual | Type: Permanent | If you have substantial financial planning administration experience and want to focus on high-level business processing rather than basic administration, this permanent Client Services Associate role in Edinburgh or Aberdeen offering £28,000 to £40,000 provides an excellent platform to advance your career. You will need to be based within commuting distance of either location. Your purpose You will join an established private wealth management firm to deliver essential operational support across intricate client accounts. Your primary focus will be handling complex new business, processing platform transactions, and ensuring accuracy across high-value portfolios. Working closely with experienced team managers, you will ensure seamless service delivery from application submission through to completion. What the job involves - Preparing formal application documentation and issuing detailed client review reports - Processing complex transactions including pensions, bonds, and protection products - Executing platform business across major third-party investment and wrap platforms - Managing adviser charging by raising fee invoices and drawing initial platform fees - Updating and ma... Permanent