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- Tasks: Support the Client Servicing and Paraplanning Team with daily client activities.
- Company: Join a dynamic financial services firm based in Edinburgh.
- Benefits: Enjoy a 6-month fixed-term contract with potential for growth.
- Why this job: Gain hands-on experience in client services while enhancing your skills in a supportive environment.
- Qualifications: A-level/Higher standard in numeracy and literacy is required.
- Other info: Work closely with experienced professionals and contribute to meaningful client interactions.
The predicted salary is between 28800 - 43200 £ per year.
Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.
Responsibilities
- Processing letters of authority and phoning providers for up-to-date information regarding plans or policies.
- Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses.
- Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
- Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
- Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal.
- Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
- Manage workflow through a task management system and monitoring mailbox.
- Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items.
- Producing reports including valuations, performance summaries and transaction statements inc meeting note preparation.
- Review mail and allocate to respective Advisers within the team or internal office.
About You
Skills
- Accuracy and attention to detail when reviewing reports.
- Organisation of own workload to meet deadlines.
- Good communication skills, both oral and written.
- Ability & willingness to identify and suggest improvements in processes / service levels.
- Ownership & Initiative.
- Good knowledge of operational administration including settlement, custody, and clearance.
Knowledge
- Good working knowledge of all Microsoft office applications specifically Excel.
Qualifications
Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
Other relevant information
Reports into Private Client Team Leaders/Managers.
Graduate Client Services Administrator (6 months FTC) employer: Seven Investment Management LLP
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Client Services Administrator (6 months FTC)
✨Tip Number 1
Familiarise yourself with the specific tools and software mentioned in the job description, especially the My7IM portal. Understanding how to navigate these systems will give you a significant advantage during the interview process.
✨Tip Number 2
Brush up on your knowledge of financial products like ISAs, SIPPs, and Bonds. Being able to discuss these confidently will show your potential employers that you're serious about the role and understand the industry.
✨Tip Number 3
Practice your communication skills, both verbal and written. You may be asked to demonstrate how you would handle client queries or prepare reports, so being articulate and clear is key.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed workloads or improved processes in previous roles. This will highlight your initiative and ability to work efficiently under pressure.
We think you need these skills to ace Graduate Client Services Administrator (6 months FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Graduate Client Services Administrator role. Emphasise your attention to detail, organisational skills, and any experience with client servicing or administration.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your understanding of the role's requirements, such as processing letters of authority and managing client databases, and explain how your background makes you a suitable candidate.
Showcase Relevant Skills: In your application, clearly demonstrate your proficiency in Microsoft Office applications, particularly Excel. Provide examples of how you've used these skills in previous roles or projects to manage data or improve processes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Seven Investment Management LLP
✨Showcase Your Attention to Detail
Given the role's emphasis on accuracy, be prepared to discuss examples from your past experiences where your attention to detail made a significant impact. Highlight any specific instances where you caught errors or improved processes.
✨Demonstrate Your Organisational Skills
The job requires managing multiple tasks and deadlines. Share how you prioritise your workload and any tools or methods you use to stay organised. This could include time management techniques or software you’re familiar with.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely. You might want to prepare answers to common interview questions that showcase your ability to communicate effectively.
✨Be Ready to Suggest Improvements
The company values initiative and process improvement. Think of examples where you've identified inefficiencies in previous roles and how you proposed solutions. This will demonstrate your proactive mindset and willingness to contribute positively.
