Service administrator Work, Jobs in Innerleithen, Scb (with Salaries)

Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
Quick apply
Commercial Administrator
OCS Group —Loanhead
- Remote
- Organisational skills
- Contracts
- SharePoint
Quick apply
12d
254014 Receptionist/Adminisrator
NHS Scotland —Edinburgh
- Part-time
- GP surgery experience
- Front desk
Office Manager
i4 Product Design Ltd —Edinburgh
- £29,000 - £34,000 a year
- Part-time
- Organisational skills
- In-person
- Free parking
- Profit sharing
Quick apply
4d
Programme Assistant (Hub Team Administrator)
Energy Saving Trust —Edinburgh
- £26,227 a year
- Full-time
- Remote
- Microsoft Word
- CRM software
- Databases
- Work from home
4d
Senior Digital Administrator
Midlothian Council —Dalkeith
- £32,554 - £34,451 a year
- Call to connect
- Hybrid work
- Inventory control
- Organisational skills
6d
Education Development Administrator
The Royal College of Surgeons of Edinburgh —Edinburgh
- £24,479 a year
- Call to connect
- Microsoft Outlook
- Customer service
- Databases
- Annual leave
Quick apply
Teaching Administrator
University of Edinburgh —Edinburgh
- Full-time
- Microsoft Office
- University
- School
- Annual leave
- Employee discount
11d
Recruitment and Events Administrator
University of Edinburgh —Edinburgh
- Full-time
- Customer service
- University
- In-person
- Annual leave
- Employee discount
11d
Financial Planning Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
Quick apply
6d
Business Support Administrator - Drumbrae Library Hub
City of Edinburgh Council —Edinburgh
- £27,257 - £29,850 a year
- Full-time
- Customer service
6d
Pension Administrator
Aptia Group —Edinburgh
- Full-time
- Computer literacy
- Data entry
- Communication skills
4d
Business Support Statutory Meeting Administrator - Drumbrae Library Hub
City of Edinburgh Council —Edinburgh
- £27,257 - £29,850 a year
- Full-time
- Customer service
6d
Senior Legislation, Strategy and Coordination Adviser
The Electoral Commission —Edinburgh
- £40,031 - £42,033 a year
- Full-time
- Hybrid work
- Presentation skills
- Organisational skills
- Communication skills
- Annual leave
- Flexible schedule
7d
Business Support Senior Administrator - Newkirkgate Social Work Centre
City of Edinburgh Council —Edinburgh
- £30,188 - £34,452 a year
- Microsoft Outlook
- Management
- Data entry
3d
Kitchen Administrator - EICC
Levy —Edinburgh
- £18,000 a year
- Part-time
- Customer service
- Annual leave
- Employee assistance programme
Senior Pensions Consultant
Government Actuary's Department —Edinburgh
- £66,361 - £79,697 a year
- Part-time
- Business development
- Presentation skills
- Annual leave
- Employee assistance programme
2d
Senior Treasury Administrator
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Customer service
- Annual leave
- Flexible schedule
14d
Finance Programme Manager - Repayment Support
Energy Saving Trust —Edinburgh
- £42,000 - £47,000 a year
- Full-time
- Remote
- Analysis skills
- Work from home
12d
Senior Consultant/Document Controller Real Estate Digital- UK Wide
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- No experience needed
- Presentation skills
- Communication skills
Quick apply
5d

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Client Administrator

Evelyn Partners -
Edinburgh

Quick apply

Job details

Fixed term contract

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Meeting coordination
GCSE
Administrative support experience
Organisational skills
Financial services
Customer interaction
National 5
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working from home.

As a Client Administrator , your responsibilities will include among others:

Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour
Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings
Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information.
Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority
Prepare client reports and handle withdrawal and drawdown requests efficiently
Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction

Qualifications

To be successful in this role, you should possess:

National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE)
Previous administrative experience working within financial services
Excellent organisational skills with the ability to prioritise tasks and manage time effectively
Outstanding communication skills
Understanding of financial planning and wealth management processes/ products
Adaptability and willingness to learn in a dynamic financial services environment

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

service administrator jobs in innerleithen, scb

Client Administrator

Commercial Administrator

254014 Receptionist/Adminisrator

Office Manager

Programme Assistant (Hub Team Administrator)

Senior Digital Administrator

Education Development Administrator

Teaching Administrator

Recruitment and Events Administrator

Financial Planning Client Administrator

Business Support Administrator - Drumbrae Library Hub

Pension Administrator

Business Support Statutory Meeting Administrator - Drumbrae Library Hub

Senior Legislation, Strategy and Coordination Adviser

Business Support Senior Administrator - Newkirkgate Social Work Centre

Kitchen Administrator - EICC

Senior Pensions Consultant

Senior Treasury Administrator

Finance Programme Manager - Repayment Support

Senior Consultant/Document Controller Real Estate Digital- UK Wide

I want to receive the latest job alerts for service administrator in innerleithen, scb

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