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- Tasks: Support advisors and clients by managing inquiries and preparing paperwork.
- Company: Join a Small Business of the Year award-winning financial services firm.
- Benefits: Enjoy a competitive salary, bonuses, and excellent career development opportunities.
- Why this job: Kickstart your career in finance with hands-on experience and professional qualifications.
- Qualifications: No specific experience required; enthusiasm and willingness to learn are key.
- Other info: Be part of a supportive team in a dynamic work environment.
The predicted salary is between 25000 - 28000 £ per year.
Client Servicing Administrator Location: Edinburgh Salary: £ 25,000 – £28,000 (DoE) + bonus + benefits + excellent career development opportunities Are you keen to develop your skills and knowledge, and take professional qualifications towards a career in Paraplanning and potentially leading to Advising? Are you an enthusiastic Client Servicing Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of the team at a highly respected Partner Practice of St. Jamess 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: Client Servicing Administrator You will be part of the practice support team of 4, liaising with clients, third parties, dealing with new business enquiries, and following up with providers for funds and information, and supporting 3 advisors. Y ou will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points Providing a high level of administrative support while mainta…
Client Servicing Administrator employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially in areas related to wealth management and paraplanning. Understanding the terminology and processes will help you communicate effectively during interviews.
✨Tip Number 2
Highlight any previous experience in client servicing or administrative roles, particularly in financial settings. Be ready to discuss specific examples of how you've supported teams or managed client relationships.
✨Tip Number 3
Demonstrate your enthusiasm for professional development. Mention any relevant courses or qualifications you're pursuing or plan to pursue, as this shows your commitment to growing within the industry.
✨Tip Number 4
Research St. James's Place Plc and their Partner Practices. Being knowledgeable about their values, awards, and services will allow you to tailor your conversation and show genuine interest in joining their team.
We think you need these skills to ace Client Servicing Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client servicing and administrative roles. Emphasize any skills that align with the responsibilities mentioned in the job description, such as communication, organization, and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in a career in Paraplanning and how your background makes you a suitable candidate for the Client Servicing Administrator position.
Highlight Relevant Qualifications: If you have any professional qualifications or are pursuing certifications related to financial services, be sure to mention them. This shows your commitment to developing your skills and advancing in the industry.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Enthusiasm for Client Servicing
Make sure to express your passion for client servicing during the interview. Share examples of how you've successfully supported clients in previous roles, and highlight your eagerness to contribute to a busy Financial Services environment.
✨Demonstrate Your Organizational Skills
As a Client Servicing Administrator, strong organizational skills are crucial. Be prepared to discuss how you manage multiple tasks and prioritize effectively. Consider sharing specific tools or methods you use to stay organized.
✨Familiarize Yourself with Regulatory Requirements
Since the role involves preparing regulatory paperwork, it’s beneficial to have a basic understanding of relevant regulations in the financial services sector. Brush up on key regulations and be ready to discuss how you would ensure compliance in your work.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. Inquire about the team dynamics, the types of clients they serve, and opportunities for professional development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
