Company: IDEX Consulting Ltd.
Location: City of Edinburgh
Job Description:
IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.
You will process new business, investments, withdrawals, switches and rebalances, support client reviews and ongoing servicing, and manage client queries with accurate records in Xplan. Knowledge of pensions and investments is beneficial.
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Posted: September 27th, 2026