Customer Administrator

Search Consultancy LTD; City of Edinburgh; On-site; GBP 15,000 - 22,000; Full time

Job summary

Search Consultancy LTD is recruiting Customer Administrators to join a major Financial Services client at South Gyle. The role is full-time, office-based, Monday to Friday, 9:00–17:00, with initial temporary contracts until end of May 2027 and strong extension potential.

You will process customer and advisor requests on investment platforms, ensuring accuracy and SLA adherence. Candidates should have back-office administration experience, strong IT skills (Word/Excel), and excellent

Qualifications

• Previous experience of providing back-office administration or processing, preferably within Financial Services.
• Excellent communication skills, both written and verbal.
• Excellent organisational skills and attention to detail, with the ability to manage a busy workload.
• Experience of working to targets, deadlines or SLA's.

Responsibilities

• Processing both customer and advisor requests through the company's investment platforms & internal systems
• Ensuring requests are completed correctly in line with SLA's & agreed timescales
• Investigating & resolving queries & issues, working with internal teams where required
• Updating customer details & information on the company's internal systems
• Identifying areas for process improvements on Administration processes

Skills

Back-office administration

Attention to detail

Communication skills

Organisation skills

Tools

Word

Excel

Job description

Based at South Gyle | Fully office-based roles with free parking

Full-Time roles | Monday to Friday | 9:00am to 5:00pm

Long-Term temporary contracts | initial contracts until end of May 2027

with strong potential to be extended & may become permanent

Pay rate of £13.50 per hour + holiday pay

Search Consultancy are currently working with one of our major Financial Services clients based at South Gyle to recruit a number of Customer Administrators to provide back office Administration support to their customer operations.

PLEASE NOTE - as this role will be working within Financial Services candidates MUST be able to pass both a criminal record check (Disclosure Scotland) and a Credit Check.

The successful candidates will be responsible for the following:

• Processing both customer and advisor requests through the company's investment platforms & internal systems
• Ensuring requests are completed correctly in line with SLA's & agreed timescales
• Investigating & resolving queries & issues, working with internal teams where required
• Updating customer details & information on the company's internal systems
• Identifying areas for process improvements on Administration processes

In order to be considered for these roles your skills and experience should include:

• Previous experience of providing back-office administration or processing - preferably within Financial Services
• Any candidates with the above experience including working with or exposure to ISA's, SIPP's & bonds would be advantageous, however this is not essential
• Excellent communication skills, both written and verbal
• Excellent organisational skills & attention to detail, with the ability to manage a busy workload effectively
• Experience of working to targets, deadlines or SLA's
• Solid IT skills, including the use of Word & Excel

Please note that only applicants who have the required skills and experience detailed above will be considered for this role.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age