Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development. Summary of the role: We're expanding our leadership team and have several exciting opportunities for Team Managers within our Phoenix Standard Life Account in Edinburgh. As a Team Manager, you'll play a pivotal role in coaching, motivating, and inspiring our Customer Operations Representatives to deliver outstanding service to our customers. This is more than just a managerial role; it's about empowering your team to succeed while driving continuous improvement and ensuring we meet our operational goals. Benefits: 33 days including Bank Holidays Eligibility for an annual discretionary bonus...

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 business The Role Process new business (GIA/ISA/SIPP/bonds) and set up client accounts Manage transfers, fee estimates and cash/fee reconciliations Input new business cases on Xplan Support Adviser review cycles and produce follow-up documents Act as a client contact point, including for HNW clients Action dealing instructions (switches, rebalances, investments, withdrawals) About You: Experience in client services within wealth management is essential Experience in a financial services company Product knowledge of pensions, bonds and other wrappers Experience in the onboarding journey of a new client Good knowledge of operational administration including settlement and transfers What's on Offer...