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- Tasks: Join our team as a Client Servicing Administrator and support our clients daily.
- Company: Be part of a lovely organization that values your growth and learning.
- Benefits: Enjoy 30 days holiday, gym membership, and NHS medical cash plan.
- Why this job: This role offers full training and a chance to build a rewarding career.
- Qualifications: No prior experience needed; just bring your desire to learn!
- Other info: Full-time hours are Monday to Friday, 9am to 5pm in Wrexham.
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. 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: 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. * You 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 maintaining an excellent level of communication with the team around you * Submitting new business and fund transfers using bespoke software * Carrying out fund switches and financial calculations for clients using specific systems and processes The Person: Client Servicing Administrator To be considered as a Client Servicing Administrator you will need: * Preferably 2 years + experience in a client servicing support role within a Financial Services environment. Ideally within another SJP Practice. * Excellent customer service and the ability to build rapport and manage client relationships * Strong attention to detail and be able to problem solve and think on your feet * 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 Rewards: Client Servicing Administrator 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
Client Servicing Administrator employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator
✨Tip Number 1
Show your enthusiasm for learning during the interview. Since prior experience isn't essential, highlighting your eagerness to develop new skills can set you apart from other candidates.
✨Tip Number 2
Research the company culture and values. Understanding what makes this organization rewarding will help you align your answers with their mission and demonstrate that you're a good fit.
✨Tip Number 3
Prepare questions about the training process. Asking insightful questions shows that you're serious about the role and eager to engage in the learning opportunities they provide.
✨Tip Number 4
Emphasize your teamwork and communication skills. As a Client Servicing Administrator, you'll likely be working closely with others, so showcasing your ability to collaborate effectively is key.
We think you need these skills to ace Client Servicing Administrator
Some tips for your application 🫡
Understand the Role: Take some time to thoroughly read the job description for the Client Servicing Administrator position. Understand the key responsibilities and the skills required, even if prior experience is not essential.
Highlight Your Willingness to Learn: In your application, emphasize your eagerness to learn and grow within the company. Share any relevant experiences or skills that demonstrate your ability to adapt and thrive in a new environment.
Tailor Your CV: Customize your CV to reflect the qualities and skills mentioned in the job description. Focus on showcasing your communication skills, attention to detail, and any customer service experience you may have.
Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for the role and the organization. Mention why you are interested in this opportunity and how you can contribute to the team, even without prior industry experience.
How to prepare for a job interview at St. James's Place Wealth Management
✨Show Your Enthusiasm to Learn
Since prior experience isn't essential, it's crucial to express your eagerness to learn and grow within the role. Share examples of how you've embraced new challenges in the past.
✨Highlight Your Communication Skills
As a Client Servicing Administrator, strong communication is key. Be prepared to discuss how you effectively communicate with clients and colleagues, and provide specific examples of successful interactions.
✨Demonstrate Team Spirit
This organization values teamwork. Talk about your experiences working in teams, how you contribute positively, and how you handle conflicts or challenges within a group setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
