Graduate Client Services Administrator (6 months FTC)

Seven Investment Management LLP; City of Edinburgh; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading financial services company in Edinburgh is seeking an individual to join their client servicing team. The role includes responsibilities such as processing authority letters, managing client databases, and assisting with application forms. Candidates should have strong organisational skills, good communication abilities, and a solid understanding of operational administration. A background demonstrating numeracy and literacy at A level or higher is essential.

Qualifications

• Demonstrated numeracy and literacy skills.
• Good working knowledge of Microsoft Office applications, especially Excel.

Responsibilities

• Processing letters of authority and phoning providers for plan information.
• Creating Statements of Suitability and updating relevant systems.
• Setting up online access for clients and managing workflows.

Skills

Accuracy

Attention to detail

Organisation

Good communication

Ownership

Initiative

Operational administration

Numeracy

Literacy

Education

A level/Higher standard

Tools

Microsoft Excel

Job description

• Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.

Responsibilities

Processing letters of authority and phoning providers for up-to-date information regarding plans or policies

Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses

• Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
• Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
• Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal.
• Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Manage workflow through a task management system and monitoring mailbox
• Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items
• Producing reports including valuations, performance summaries and transaction statements inc meeting note preparation
• Review mail and allocate to respective Advisers within the team or internal office

About You

Skills

• Accuracy and attention to detail when reviewing reports.
• Organisation of own workload to meet deadlines.
• Good communication skills, both oral and written
• Ability & willingness to identify and suggest improvements in processes / service levels.
• Ownership & Initiative
• Good knowledge of operational administration including settlement, custody, and clearance
  

Knowledge

• Good working knowledge of all Microsoft office applications specifically Excel

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.

Other relevant information

• Reports into Private Client Team Leaders/Managers