Client Services Executive

Client Services Executive

An exciting opportunity to join a successful, well-established international financial planning and wealth management company, as part of its client services and administration team.


Key Attributes

  • Great attention to detail
  • Good communication
  • Organised
  • Positive ‘can do’ attitude, highly motivated
  • Ability to prioritise and manage own workload
  • Ability to adhere to timescales
  • Ability to work both independently and as part of the team
  • Excellent verbal and written communication skills


Primary Responsibility

The processing of new business applications. This will include liaising with advisers, clients, trustees and providers to collate, issue and then process paperwork, keeping all parties well informed throughout the process and pushing it through to completion as quickly as possible.


Other Responsibilities

  • Assisting our advisers with client review packs and valuations
  • Maintain cash balances within portfolios
  • Processing any income requests (Regular, Ad-Hoc, PCLS)
  • Recording all business on our back-office CRM, Xplan
  • Ensuring Xplan is kept up to date with documents, tasks and client details
  • Processing client income requests
  • Generating invoices
  • Allocating / sending post
  • Assisting in ad-hoc project work (e.g. monthly reconciliations, quarterly valuations to clients)


Required Skills and Qualifications

  • 3+ years in Sales Support/Administration role within a financial advice firm
  • Working knowledge of financial CRM systems
  • Working knowledge of platforms
  • Experience processing business cases
  • Proficient in Microsoft Office: Excel, Word and PowerPoint



Edinburgh (UK)



  • Competitive Salary (dependent on experience)
  • Income Protection after 6 Months’ Service
  • Workplace Pension after 3 months’ Service
  • Death in Service Benefit



Normal office hours, can be flexible



  • 20 flexible days
  • Two-week Christmas closure (inclusive of public holidays)
  • Agreed public holidays


About Forth Capital

Established in 2004, Forth Capital is a leading international wealth management, financial planning, and pensions specialist, providing financial advice to British expats around the globe, with clients in 53 countries worldwide.