Client Servicing Administrator
Location:
Edinburgh Salary:
£25,000 - £28,000 (DoE) + bonus + benefits + excellent career development opportunities Are you keen to develop your skills and knowledge, and take professional qualifications towards a career in Paraplanning and potentially leading to Advising? Are you an enthusiastic Client Servicing Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc. The company won a Small Business of the Year award in 2022, and provides bespoke financial advice and services to a broad range of clients, including individuals, high net worth individuals, families, and businesses. The Role: Client Servicing Administrator
You will be part of the practice support team of 4, liaising with clients and third parties, dealing with new business enquiries, following up with providers for funds and information, and supporting 3 advisors. You will be preparing regulatory paperwork for advisers to take to client meetings and completing post-meeting action points. Providing a high level of administrative support while maintaining excellent communication with the team around you. Submitting new business and fund transfers using bespoke software. Carrying out fund switches and financial calculations for clients using specific systems and processes. The Person: Client Servicing Administrator
To be considered as a Client Servicing Administrator you will need: Preferably 2 years + experience in a client servicing support role within a Financial Services environment. Ideally within another SJP Practice. Excellent customer service and the ability to build rapport and manage client relationships. Strong attention to detail and the ability to problem solve and think on your feet. Good time management and planning skills. Strong working knowledge of Excel, Word, and other Microsoft Office Programs. It is essential that you are confident in dealing with colleagues and third parties and can work with total discretion. Rewards: Client Servicing Administrator
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. They are committed to providing a robust career development pathway with training and study support. Benefits include Private Medical Insurance, Group Death in Service, Company Pension, a generous bonus scheme, and a real chance to progress your career. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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Edinburgh Salary:
£25,000 - £28,000 (DoE) + bonus + benefits + excellent career development opportunities Are you keen to develop your skills and knowledge, and take professional qualifications towards a career in Paraplanning and potentially leading to Advising? Are you an enthusiastic Client Servicing Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc. The company won a Small Business of the Year award in 2022, and provides bespoke financial advice and services to a broad range of clients, including individuals, high net worth individuals, families, and businesses. The Role: Client Servicing Administrator
You will be part of the practice support team of 4, liaising with clients and third parties, dealing with new business enquiries, following up with providers for funds and information, and supporting 3 advisors. You will be preparing regulatory paperwork for advisers to take to client meetings and completing post-meeting action points. Providing a high level of administrative support while maintaining excellent communication with the team around you. Submitting new business and fund transfers using bespoke software. Carrying out fund switches and financial calculations for clients using specific systems and processes. The Person: Client Servicing Administrator
To be considered as a Client Servicing Administrator you will need: Preferably 2 years + experience in a client servicing support role within a Financial Services environment. Ideally within another SJP Practice. Excellent customer service and the ability to build rapport and manage client relationships. Strong attention to detail and the ability to problem solve and think on your feet. Good time management and planning skills. Strong working knowledge of Excel, Word, and other Microsoft Office Programs. It is essential that you are confident in dealing with colleagues and third parties and can work with total discretion. Rewards: Client Servicing Administrator
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. They are committed to providing a robust career development pathway with training and study support. Benefits include Private Medical Insurance, Group Death in Service, Company Pension, a generous bonus scheme, and a real chance to progress your career. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
#J-18808-Ljbffr
