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 £28,000 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: Strong attention to detail, customer service skills, and proficiency in Microsoft Office.
The predicted salary is between 28000 - 28000 £ per year.
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 and 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, 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.
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 Midlothian employer: Burgh Recruitment Ltd
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 prioritises employee growth and collaboration. With excellent career development opportunities, comprehensive training, and a generous benefits package including Private Medical Insurance and a bonus scheme, this is an ideal place for those looking to advance their careers in Financial Services. The company’s commitment to fostering a supportive work culture ensures that you will be well-equipped to build meaningful client relationships while progressing towards your professional goals.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator in Midlothian
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for enthusiastic candidates like you to join our team!
We think you need these skills to ace Business Administrator in Midlothian
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 explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!
Show Off Your Skills:Don’t forget to mention your proficiency in Microsoft Office, especially Excel and Word. If you've used any AI tools or systems in previous roles, let us know! We’re keen on efficiency and innovation.
Apply Through Our Website:When you're ready to apply, make sure to do it through our website. It’s the easiest way for us to receive your application, and you'll get a confirmation email once it's submitted. We can't wait to hear from you!
How to prepare for a job interview at Burgh Recruitment Ltd
✨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’re looking for.
✨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.
✨Client Interaction is Key
Since the role involves liaising with clients, think of specific instances where you've built rapport or managed client relationships effectively. Share stories that demonstrate your excellent customer service skills and ability to communicate clearly, as this is crucial in a busy office setting.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, training opportunities, and career progression. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals, especially if you're keen on progressing towards paraplanning or financial planning.
