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- Tasks: Support clients and financial planners with exceptional administrative skills.
- Company: A respected wealth management firm prioritising client-first financial planning.
- Benefits: Competitive salary, pension scheme, 25 days holiday, and career development support.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in client support.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced administrator with a passion for delivering outstanding client support in financial services? Join a forward-thinking, independent firm that values integrity, excellence, and individuality.
My client is a well-established and respected wealth management firm that takes a client-first approach to truly independent financial planning.
The Role:
You need to be a detail-oriented and proactive administrator to their growing client support team. This role will play a key part in ensuring seamless operations and exceptional service to both clients and financial planners.
Key Responsibilities:
- Preparing client reports and annual review packs
- Processing new business applications
- Handling client and adviser queries efficiently
- Managing phone calls and administrative support tasks
To qualify you need to have:
- Experience in financial services within an administrative role is essential
- Excellent organisational and time management skills – ability to juggle multiple tasks
- Strong communication skills – both written and verbal
- Knowledge of Intelligent Office (advantageous but not essential)
- Familiarity with Abrdn/Standard Life Wrap (training provided)
What’s in it for you?
- Competitive salary based on experience
- Company pension scheme
- 25 days holiday + bank holidays
- Support for professional exams and career development opportunities
- A supportive and dynamic team environment
Interested? Apply now to take the next step in your career with a firm that values your growth and individuality.
Administrator in Financial Services in Edinburgh employer: tPS Recruitment
Contact Detail:
tPS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Financial Services in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this firm values integrity and individuality, think about how your experiences align with their mission and be ready to share those stories.
✨Tip Number 3
Practice your communication skills! As an administrator, you'll need to handle client queries efficiently. Role-play common scenarios with a friend or family member to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Administrator in Financial Services in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Administrator in Financial Services. Highlight your relevant experience and skills, especially those related to client support and administration in financial services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for delivering outstanding client support and how you align with our values of integrity and excellence. Keep it concise but impactful!
Showcase Your Organisational Skills: Since this role requires excellent organisational and time management skills, consider including examples in your application that demonstrate how you've successfully juggled multiple tasks in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at tPS Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of an administrator. Familiarise yourself with common terms and processes, especially those related to client reports and new business applications. This will show that you're not just interested in the job, but that you understand the industry.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational and time management skills, prepare examples from your past experience where you've successfully juggled multiple tasks. Be ready to discuss how you prioritise your workload and ensure nothing slips through the cracks.
✨Communicate Clearly
Strong communication is key in this role, so practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully. If you have experience handling client queries, share specific instances where your communication made a difference.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and the tools they use, like Intelligent Office or Abrdn/Standard Life Wrap. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.