Full job descriptionAn excellent opportunity has arisen for a Financial Services Administrator to join a successful and growing St. James’s Place (SJP) practice based in Edinburgh.
Due to continued growth, the practice is looking for an experienced and organised Administrator to provide high-quality support to the wider team and help deliver an excellent service to clients.
The Role:
You will provide day-to-day administrative support across a range of pensions, investments and protection business. Responsibilities will include:
*Processing new business and ensuring cases progress smoothly from submission through to completion
*Preparing documentation for client meetings and annual reviews
*Updating and maintaining accurate client records
*Liaising with clients, providers and St. James’s Place
*Producing valuations and obtaining policy information
*Managing correspondence and general client queries
*Supporting Advisers with day-to-day administration
*Ensuring all work is completed accurately and in line with internal processes and regulatory requirements
To be considered, you should have:
*Previous experience within financial services or wealth management administration
*Ideally, experience working within an SJP Practice
*Strong organisational skills and excellent attention to detail
*A professional and confident communication style
*The ability to manage your own workload and prioritise effectively
*A genuine interest in developing your career within wealth management
What’s on offer?
*Competitive salary, dependent on experience
*Supportive and friendly working environment
*Opportunity to join an established and growing SJP practice
*Ongoing training and professional development
*Support towards relevant industry qualifications
*Genuine opportunities to progress your career within wealth management
This would be an excellent opportunity for an experienced Administrator who enjoys being part of a close-knit team and is looking for a role where they can continue to develop.
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.