Financial Services Administrator - #2118357

An 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.