At a Glance
- Tasks: Provide essential admin support in a dynamic financial services team.
- Company: Join a respected award-winning financial practice in Edinburgh.
- Benefits: Up to £28,000 salary, bonuses, private medical insurance, and career development.
- Other info: Collaborative environment with a focus on professional development.
- Why this job: Kickstart your career in finance with training and growth opportunities.
- Qualifications: Attention to detail, customer service skills, and Microsoft Office proficiency required.
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 Edinburgh employer: Premium site
Join a highly respected Partner Practice of St. James’s Place Plc in Edinburgh, where you will thrive in a collaborative and innovative work culture that prioritises professional growth and development. With excellent career progression opportunities, comprehensive training, and a generous benefits package including Private Medical Insurance and a bonus scheme, this is an ideal environment for those looking to build a rewarding career in Financial Services. The company’s commitment to employee development and its recognition as Small Business of the Year in 2022 further solidify its reputation as an outstanding employer.
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 insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching common questions for Business Administrators. Think about how your skills in customer service and time management can shine through. We want you to show them you’re the perfect fit!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to build your confidence. The more you rehearse, the more natural you'll feel when it’s time to impress the hiring team.
✨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 here to support you every step of the way in your journey towards becoming a Business Administrator.
We think you need these skills to ace Business Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Business Administrator role. Highlight any relevant customer service experience and your proficiency with Microsoft Office tools, as these are key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you can contribute to our team. Mention your attention to detail and problem-solving skills, as these are crucial in our fast-paced environment.
Showcase Your Communication Skills:Since you'll be liaising with clients and colleagues, it's important to demonstrate your excellent communication skills. Use clear and concise language in your application to show us you can build rapport effectively.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application. Make sure to tick the Privacy Policy box and follow the instructions carefully to ensure everything goes smoothly.
How to prepare for a job interview at Premium site
✨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 attention to detail and problem-solving abilities. Prepare examples from your past experiences where you successfully managed client relationships or handled administrative tasks efficiently. This will demonstrate that you can thrive in a busy office setting.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or family member. Focus on common questions related to customer service and time management. 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 your interview. Inquire about the training opportunities available for career progression or how the team collaborates to support clients. This shows your genuine interest in the role and the company’s future.
