Client Servicing Administrator
3 days ago
Client Servicing AdministratorLocation: Edinburgh (EH10)Salary: Up to £29,000 (DoE) + Bonus + Benefits + Excellent career development opportunitiesAre 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: Client Servicing AdministratorYou will be part of the practice support team of 5, liaising with clients, providers, third parties, dealing with new business enquiries, and supporting 4 advisorsYou will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting actions for our clientsProviding a high level of administrative support while maintaining an excellent level of communication with the team around youSubmitting new business and fund transfers using bespoke softwareCarrying out fund switches and financial calculations for clients using specific systems and processesThe 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 PracticeExcellent customer service and the ability to build rapport and manage client relationshipsStrong attention to detail and be able to problem solve and think on your feetGood time management and planning skillsStrong working knowledge of Excel, Word, and other Microsoft Office ProgramsIt is essential that you are confident in dealing with colleagues, third parties and can work with total discretionRewards: Client Servicing AdministratorThe 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.
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Client Servicing Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Premium site Full time £25,000 - £29,000 per yearClient Servicing AdministratorLocation: Edinburgh (EH10)Salary: Up to £29,000 (DoE) + Bonus + Benefits + Excellent career development opportunitiesAre 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...
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Client Servicing Administrator
4 days ago
Edinburgh, Edinburgh, United Kingdom Burgh Recruitment Full time €25,000 - €35,000 per yearClient Servicing AdministratorLocation: Edinburgh (EH10)Salary: Up to £29,000 (DoE) + Bonus + Benefits + Excellent career development opportunitiesAre 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...
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Client Service Administrator
5 days ago
Edinburgh, United Kingdom Mercer Full timeClient Service Administrator - Mercer Marsh Benefits (MMB) We are recruiting a Client Service Administrator to join our Glasgow team. This part of the business is responsible for advising corporate clients on all aspects of the insured benefits relating to Pensions, Group Income Protection, Group Life Assurance and Critical Illness. What can you expect? -...
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Property Administrator
2 weeks ago
City of Edinburgh, United Kingdom Stafffinders' Client Full timeOverviewAre you ready to take the next step in your career? Our client is seeking a dynamic and organised Property Administrator in Edinburgh to join their team for a 3‑4 month period. This is a fantastic opportunity for individuals looking to thrive in a supportive and proactive environment.What you will get in your new roleCompetitive pay of £14 per...
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Client Services Administrator
1 day ago
Edinburgh, United Kingdom Nuffield Health Full timeHEAD OFFICE Client Services Administrator **Edinburgh | Corporate Fitness & Wellbeing | Permanent | Full time** **Up to £25,480.00 per annum depending on experience** **40 hours per week** We are looking for a Client Services Team member to work at one of our high profile sites in Nuffield Health Gogarburn. The team member will warmly meet and greet all...
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Client Services Executive
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Edinburgh, United Kingdom Core-Asset Consulting Full time**We have a fantastic opportunity for a Client Service Executive to join a wealth management firm on a permanent basis. The role includes providing administrative support to a Portfolio Management Team, demonstrating strong communication and relationship skills. **Skills/Experience**: - Experience working in a financial or professional services in an...
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Client Services Administrator
3 days ago
Edinburgh, United Kingdom eFinancial Careers Full time**Overview**: - Places telephone trades in accordance with instructions received. - Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance. - Responses are fast, efficient and accurate. - Investigates errors in shareholder accounts and statements. - Routes issues that cannot be addressed at point of...
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Investment Client Accounting Administrator
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionEden Scott’s client is currently seeking a highly organised and detail-oriented Senior Administrator to join their Investment Client Accounting team within a leading financial services firm based in Edinburgh.As a Senior Administrator, you will play a key role in supporting the Client Accounting function, ensuring the smooth delivery of...
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Client Services Administrator
2 weeks ago
Edinburgh, United Kingdom Nuffield Health Full time**Edinburgh | Corporate Fitness & Wellbeing | Permanent | Full time**£18,595.20 per annum**40 hours per week** We are looking for a Client Services Team member to work at one of our high profile sites in Nuffield Health Gogarburn. The team member will warmly meet and greet all our visitors, ensuring the smooth running of the reception with member’s...
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Investment Client Accounting Administrator
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeEden Scott’s client is currently seeking a highly organised and detail-oriented Senior Administrator to join their Investment Client Accounting team within a leading financial services firm based in Edinburgh. As a Senior Administrator, you will play a key role in supporting the Client Accounting function, ensuring the smooth delivery of administrative...
