Client Servicing Administrator
Location: Edinburgh (EH10)
Salary: Up to £29,000 (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 or 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. Jamess 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, individuals, high net worth individuals, families and businesses.
The Role: Client Servicing Administrator
You will be part of the practice support team of 5, liaising with clients, providers, third parties, dealing with new business enquiries, and supporting 4 advisors
You will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting actions for our clients
Providing a high level of administrative support while maintaining an excellent level of 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 be able 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, 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.
St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.
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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