Graduate Client Services & Paraplanning (Edinburgh)

7IM; Princes Risborough; On-site; GBP 18,000 - 22,000; Full time

Job summary

A financial services firm is looking for a Graduate Client Services Administrator for a full-time internship in Princes Risborough, England. In this role, you will support the Client Servicing and Paraplanning Team by processing client information, maintaining databases, and producing reports. Ideal candidates will have strong organizational and communication skills, possess a good knowledge of Microsoft Excel, and be proactive in suggesting process improvements while managing their workload effectively.

Qualifications

• Strong organizational and communication skills.
• Good knowledge of Microsoft Excel.
• Ability to suggest process improvements.

Responsibilities

• Process client information and maintain databases.
• Produce reports for the Client Servicing and Paraplanning Team.
• Manage workload proactively with attention to detail.

Skills

Organizational skills

Communication skills

Microsoft Excel proficiency

Attention to detail

Proactive workload management

Job description

A financial services firm is seeking a Graduate Client Services Administrator based in Princes Risborough, England. This full-time internship role involves supporting the Client Servicing and Paraplanning Team by processing client information, maintaining databases, and producing reports. Ideal candidates will demonstrate strong organizational and communication skills, with a good knowledge of Microsoft Excel and an ability to suggest process improvements. The position requires attention to detail and a proactive approach to workload management.