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
1. 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
2. You will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting actions for our clients
3. Providing a high level of administrative support while maintaining an excellent level of communication with the team around you
4. Submitting new business and fund transfers using bespoke software
5. Carrying out fund switc...