At a Glance
- Tasks: Provide essential admin support in a dynamic Financial Services office.
- Company: Join a respected Partner Practice of St. James’s Place Plc, awarded Small Business of the Year 2022.
- Benefits: Earn up to £30,000 plus bonuses, private medical insurance, and a solid career development pathway.
- Other info: Collaborative environment with a focus on professional growth and client satisfaction.
- Why this job: Kickstart your career in finance with training and opportunities to progress into paraplanning.
- Qualifications: Customer service experience and strong Microsoft Office skills are preferred.
The predicted salary is between 35000 - 42000 £ per year.
Location: Edinburgh (EH10)
Salary: Up to £30,000 (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.
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 £240.8bn. 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.
Business Administrator employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
