At a Glance
- Tasks: Provide essential admin support in a dynamic Financial Services office.
- Company: Join a Small Business of the Year award-winning team in Edinburgh.
- Benefits: Up to £28,000 salary, bonuses, private medical insurance, and career development.
- Other info: Collaborative environment with a focus on innovation and client satisfaction.
- Why this job: Kickstart your career in finance with training and progression opportunities.
- Qualifications: Strong attention to detail and customer service skills required.
The predicted salary is between 28000 - 28000 € per year.
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:
- 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:
- 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.
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.
Business Administrator in Edinburgh employer: Burgh Recruitment Limited
Join a highly respected Partner Practice of St. James's Place Plc in Edinburgh, where you will thrive in a professional and innovative environment that values collaboration and knowledge sharing. With a commitment to your career development, you'll benefit from comprehensive training, study support, and a robust bonus scheme, all while working towards exciting opportunities in Paraplanning or Financial Planning. Experience the rewarding culture of a Small Business of the Year award winner, dedicated to providing bespoke financial services to a diverse clientele.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at St. James's Place or similar firms. A friendly chat can open doors and give you insider info on job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions related to business administration and financial services. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring examples of how you've used Excel, Word, or other tools in previous roles. This will demonstrate your capability and attention to detail, which are key for the Business Administrator position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for enthusiastic candidates who want to grow with us in the financial services world.
We think you need these skills to ace Business Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Administrator role. Highlight any relevant experience in customer service and administration, especially within financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share why you're keen to develop your skills in paraplanning or financial planning – we love seeing passion!
Showcase Your Skills:Don’t forget to mention your strong attention to detail and problem-solving abilities. We value these traits highly, so give us examples of how you've used them in past roles. It’ll help you stand out from the crowd!
Apply Through Our Website:Remember to apply through our website for a smoother process. Follow the instructions carefully, tick that Privacy Policy box, and hit the green 'apply to this job' button. We can’t wait to see your application!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you understand the role of a Business Administrator in a Financial Services environment. Familiarise yourself with the company’s values and recent achievements, like their Small Business of the Year award. This shows your enthusiasm and helps you connect your skills to what they need.
✨Showcase Your Skills
Be ready to discuss your experience with Microsoft Office, especially Excel and Word. Prepare examples of how you've used these tools in previous roles to solve problems or improve efficiency. Highlighting your attention to detail and time management skills will also impress them.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to customer service and problem-solving. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, training opportunities, or the career progression path towards paraplanning. This not only shows your interest but also helps you gauge if the company is the right fit for you.
