Graduate Client Services Administrator (Edinburgh)

7IM; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm located in Edinburgh is seeking a dedicated team member for the Client Servicing and Paraplanning Team. The role involves processing client information, inputting data, and creating client statements. Strong organizational and communication skills are essential, with a focus on accuracy and customer service. Candidates should possess numeracy and literacy skills at A level/Higher standard, along with good knowledge of Microsoft Excel. This position offers an opportunity to grow in a dynamic client-focused environment.

Qualifications

• Demonstrate numeracy & literacy skills to at least A level/Higher standard.
• Good working knowledge of Microsoft office applications specifically Excel.

Responsibilities

• Process letters of authority and phone providers for information.
• Input Fact Finds into the system for new clients.
• Create Statements of Suitability for clients post meeting.
• Process new business applications ensuring account setups are correct.
• Set up online access for clients and assist with queries.
• Manage workflow through a task management system.
• Keep back-office systems and client databases updated.
• Produce reports including valuations and performance summaries.
• Allocate mail to respective Advisers within the team.

Skills

Attention to detail

Organizational skills

Communication skills

Process improvement

Ownership and initiative

Operational administration knowledge

Education

A level/Higher standard numeracy & literacy

Tools

Microsoft Excel

Job description

About The Role

Purpose

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

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