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For Companies At a Glance
- Tasks: Support a dynamic team in delivering exceptional client service and managing financial documentation.
- Company: Join a respected financial services firm with award-winning culture and career growth.
- Benefits: Enjoy competitive salary, private medical insurance, generous bonuses, and professional development support.
- Why this job: Kickstart your career in finance with hands-on experience and opportunities for advancement.
- Qualifications: Experience in client servicing, strong communication skills, and proficiency in Microsoft Office.
- Other info: Be part of a collaborative environment focused on innovation and excellence.
The predicted salary is between 24000 - 29000 £ per year.
Location: Edinburgh (EH10)
Salary: Up to £29,000 (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 or 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:
- You will be part of the practice support team of 5, liaising with clients, providers, third parties, dealing with new business enquiries, and supporting 4 advisors.
- You will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting actions for our clients.
- 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:
- 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:
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 £198.5bn. 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.
Client Servicing Administrator in Edinburgh 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 in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at St. James’s Place. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching the company and its values. Understand what makes them tick and be ready to discuss how you can contribute to their success as a Client Servicing Administrator.
✨Tip Number 3
Show off your skills! During interviews, highlight your experience with client servicing and any relevant software you’ve used. Be specific about how your attention to detail and problem-solving abilities have made a difference in your previous roles.
✨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 always on the lookout for enthusiastic candidates who are eager to grow in their careers.
We think you need these skills to ace Client Servicing Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Servicing Administrator role. Highlight your relevant experience in client servicing and any specific skills that match the job description, like your attention to detail and customer service abilities.
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 your background makes you a great fit. Don’t forget to mention your enthusiasm for financial services and your desire to grow within the industry.
Showcase Your Skills: In your application, be sure to showcase your skills with Microsoft Office, especially Excel and Word. If you have experience with bespoke software or financial calculations, mention that too! We love candidates who can hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, make sure to tick the Privacy Policy box and click that green 'apply to this job' button at the bottom of the page!
How to prepare for a job interview at St. James's Place Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Servicing Administrator inside out. Familiarise yourself with the specific tasks mentioned in the job description, like preparing regulatory paperwork and managing client relationships. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Experience
If you've got experience in a client servicing support role, be ready to share specific examples. Think about times when you provided excellent customer service or solved problems on the spot. This will show that you can handle the demands of the role and fit right into their team.
✨Brush Up on Your Tech Skills
Since the role requires strong working knowledge of Excel, Word, and other Microsoft Office programs, it’s a good idea to practice using these tools before your interview. Be prepared to discuss how you've used them in previous roles, especially in relation to financial calculations or administrative tasks.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions. Inquire about the team dynamics, the company culture, or opportunities for professional development. This shows that you're genuinely interested in the role and eager to grow within the company.
