Average Client Administrator salary in Edinburgh

Client Servicing AdministratorLocation: EdinburghSalary: £25,000- £28,000 (DoE) + bonus + benefits + excellent career development opportunities Are you keen to develop your skills and knowledge, and take professional qualifications towards a career in Paraplanning and 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 Administrator You will be part of the practice support team of 4, liaising with clients, third parties, dealing with new business enquiries, and following up with providers for funds and information, and supporting 3 advisors.You will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action pointsProviding a high level of administrative support while maintaining an excellent level of communication with the team around you Submitting new business and fund transfers using bespoke software Carrying out fund switches and financial calculations for clients using specific systems and processes The Person: Client Servicing AdministratorTo 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 Practice. Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet 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 Rewards: 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. 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.

UK Private Client Director £60,000 + Comms + BUPA + Dental + Pension (14%) Remote Do you have a background within financial investment & a Level 4 Qualification in Financial Advising? Do you hate the report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money? This US Asset Management company has over £200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach. This role will involve meeting with potential clients, winning business over & providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, this will require providing financial advice for clients and generating strong rapport. You will have autonomy to work your desk how you see fit with extensive support provided for 1st 2-4 months. This role would suit somebody with direct sales experience within private wealth management OR investments looking for an opportunity to drop all administrative tasks and just sell, sell, sell. THE ROLE: You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.You will meet with prospective clients with the goal of gathering new clients and assets for our firm. THE PERSON: Quantifiable individual sales success with stock market investorsRDR level 4 qualificationSuccess selling to high net worth individuals Reference number: BBBH17426 Keywords: Business Development Manager, Sales Manager, Sales, Client Liaison, Private, Financial, Asset, Wealth, Management, Selling, Direct, Sale, Private If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Senior Private Client Paralegal One of Scotland’s big four national law firms is keen to bring in an experienced Private Client Paralegal, to join its large and friendly team in Edinburgh! This is an exciting opportunity to join one of the country’s premier PC legal teams. Reasons it may be worth exploring further: The environment is described as lovely and sociable – it sounds like the team has a good laugh together, with a busy social calendar doing crazy golf days and karaokeAccess to quality work with high value and exciting clientsHybrid working 50% in the officePhenomenal brand-new central office – easily accessibleLife Assurance 2x salary with option to flex up to x8Pension matched up to 5% increase with length of serviceFirm wide Bonus Scheme26-30 Days Holiday + Bank holidaysCycle to Work SchemeExclusive DiscountsWellbeing PlatformGlasses Voucher worth £50Dental InsuranceAnd more Some of the day-to-day tasks & responsibilities: You will be joining a team of 8 in a very busy department with plenty to doPredominantly executry work available with big value clients, handling estate more than £1,000,000  Dealing with the administration of trusts and executries including high value taxable estatesAssisting in asset protection and capital gains tax mitigation in relation to trusts and executriesDealing with guardianship administrationPreparing wills and powers of attorneyKeeping in regular contact with clients by telephone, email and general correspondenceWorking effectively with all members of the private client team including Partners, Solicitors, other Paralegals and Trust & Tax AccountantsMaintaining excellent financial management of own casesThe team is committed to maintaining expertise at the forefront of its field – this may mean developing skills or being involved in additional areas of the lawBe aware of information security policies and protect information assets from unauthorised access, disclosure, modification, destruction or interference at all times Do you have what it takes to be successful? You will be required to have four years' experience gained within a comparable environment and at an appropriate levelExisting experience handling a caseload independently of high value estates Interested? This is an incredible opportunity if you are keen to work at the highest level within Private Client. Apply today to be considered by sending your CV to Jack Broadley. #INDMAD