Business Administrator

Location: Edinburgh (EH10)

Salary: Up to £28,000 (DoE) + Bonus + Benefits + Excellent career development opportunities

Are you an enthusiastic administrator who could offer core support within a busy Financial Services and Wealth Management office?

Are you keen to develop your skills and knowledge, and progress professional qualifications towards a career in Paraplanning or Financial Planning?

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: Business Administrator

• You will be part of the practice support team of 5, providing a high level of administrative support while maintaining an excellent level of communication with the team around you 
• Focusing on liaising with and greeting clients for their appointments, with providers & third parties to gather information, and supporting 4 advisors in preparations and evidencing of meetings.
• Using a range of systems and AI tools to deliver work for advisors and clients efficiently.
• Full training is available, and opportunity to progress to technical administration, paraplanning and beyond.

The Person: Business Administrator

To be considered you will need: 

• Strong attention to detail and be able to problem solve and think on your feet 
• Excellent customer service and the ability to build rapport and manage client relationships
• 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
• Preference for candidates with 1+ years experience in a customer facing role within a Financial Services environment, or a relevant qualification from higher education

Rewards: 
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 £216.94bn. 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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