Average Client Associate salary in the UK

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh.To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe Role Process new business (GIA/ISA/SIPP/bonds) and set up client accountsManage transfers, fee estimates and cash/fee reconciliationsInput new business cases on XplanSupport Adviser review cycles and produce follow-up documentsAct as a client contact point, including for HNW clientsAction dealing instructions (switches, rebalances, investments, withdrawals) About You: Experience in client services within wealth management is essentialMinimum of 2-3 years' experience in a financial services companyProduct knowledge of pensions, bonds and other wrappersExperience in the onboarding journey of a new clientGood knowledge of operational administration including settlement and transfers What's on Offer Competitive salaryHybrid workingSupportive team with strong development culture Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Private Client Associate/Partner - Norfolk. Ready to progress and looking for a move to a firm that has the very best reputation and will offer the reward and recognition you have deserve? Genuine opportunity for a senior role within a long established business who take pride in the investment they make in their staff and service. Various Norfolk locations available. Generous benefits. Welcoming,flexible environment. If the time is right or you would just be interested in a confidential chat then please apply with a current CV.

We are seeking an Audit Associate to join a reputable professional services company in Manchester. This role involves supporting the audit team in delivering high-quality services to clients within the accounting and finance department. Client Details Our client is a well-established professional services firm with a strong presence in Manchester. They specialise in providing expert accounting and finance services, catering to a diverse portfolio of clients. Description Assist in the planning and execution of audits for a variety of clients.Prepare accurate financial statements and reports.Ensure compliance with relevant regulations and standards.Support the audit team in identifying and assessing risks.Maintain clear communication with clients during the audit process.Contribute to the documentation of audit findings and recommendations.Assist in developing and improving audit processes and procedures.Stay updated on changes in accounting and auditing standards. Profile A successful Audit Assistant should have: A degree in accounting, finance, or a related field.Familiarity with auditing principles and practices.Strong analytical and problem-solving skills.Attention to detail and the ability to meet deadlines.Excellent communication and interpersonal skills.Proficiency in relevant accounting software and tools. Job Offer Competitive salary ranging from £28,000 to £32,000.Comprehensive benefits package.Opportunities for professional growth and development.Supportive and collaborative working environment.Convenient location in Manchester. This is an excellent opportunity to grow your career as an Audit Assistant in the professional services industry. If you are ready to make a difference in the accounting and finance sector, we encourage you to apply today.