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. 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, 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
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. James’s 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.
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