Location: Edinburgh (EH10)
Salary: Up to £28,000 (DoE) + Bonus + Benefits + Excellent career development opportunities
Are you an enthusiastic administrator who could offer core support within a busy Financial Services and Wealth Management office?
Are you keen to develop your skills and knowledge, and progress professional qualifications towards a career in Paraplanning or Financial Planning?
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: Business Administrator
* You will be part of the practice support team of 5, providing a high level of administrative support while maintaining an excellent level of communication with the team around you
* Focusing on liaising with and greeting clients for their appointments, with providers & third parties to gather information, and supporting 4 advisors in preparations and evidencing of meetings.
* Using a range of systems and AI tools to deliver work for advisors and clients efficiently.
* Full training is available, and opportunity to progress to technical administration, paraplanning and beyond.
The Person: Business Administrator
To be considered you will need:
* Strong attention to detail and be able to problem solve and think on your feet
* Excellent customer service and the ability to build rapport and manage client relationships
* 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
* Preference for candidates with 1+ years experience in a customer facing role within a Financial Services environment, or a relevant qualification from higher education
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 £216.94bn. 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
Salary description
£25000.00 - £28000.00 per year