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- Tasks: Support financial advisers and manage client interactions for smooth operations.
- Company: Leading independent financial advice firm in Edinburgh.
- Benefits: Competitive salary, annual bonus, pension contributions, and personal development opportunities.
- Why this job: Shape your career in a supportive environment while gaining valuable experience.
- Qualifications: Prior administrative experience in financial services and proficiency in Microsoft Office.
- Other info: Join a dynamic team focused on growth and client satisfaction.
The predicted salary is between 28800 - 43200 £ per year.
A leading independent financial advice firm seeks a Private Client Administrator in Edinburgh. You will support Independent Financial Advisers and manage client interactions, ensuring smooth operations and adherence to standards.
Candidates should have prior administrative experience in financial services and proficiency in Microsoft Office.
The position offers a competitive salary, an annual bonus, and numerous benefits including annual leave, pension contributions, and personal development opportunities. Join us to shape your career in a supportive environment.
Private Client Support Administrator — Finance & Growth employer: Swiss Life
Contact Detail:
Swiss Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Support Administrator — Finance & Growth
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, so don’t be shy about asking for introductions or advice.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes them tick and how you can contribute to their success. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Private Client Support Administrator, you'll be interacting with clients regularly. Role-play common scenarios with a friend or family member to boost your confidence and refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications!
We think you need these skills to ace Private Client Support Administrator — Finance & Growth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative experience in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Private Client Support Administrator role and how you can contribute to our team. Keep it personal and engaging!
Showcase Your Microsoft Office Skills: Since proficiency in Microsoft Office is key for this role, mention specific tools you’re comfortable with. Whether it’s Excel for data management or Word for documentation, let us know how you use them effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Swiss Life
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and the role of a Private Client Administrator. Familiarise yourself with common terms and processes, as this will show your potential employer that you're serious about the position and understand the industry.
✨Showcase Your Admin Skills
Prepare examples from your previous experience that highlight your administrative skills, especially in a financial context. Think about how you've managed client interactions or supported advisers in the past, and be ready to discuss these scenarios during the interview.
✨Master Microsoft Office
Since proficiency in Microsoft Office is key for this role, make sure you can demonstrate your skills. Consider doing a quick refresher on Excel, Word, and Outlook, and be prepared to discuss how you've used these tools effectively in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the company culture, opportunities for personal development, or how success is measured in the role. It shows you're engaged and genuinely interested in the position.
