Financial Services Customer Admin — Back-Office Specialist

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

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