Full-time | Part-time | Term-time
We are a growing financial planning practice based in the heart of Linlithgow.
We provide high-quality financial advice to individuals, families and business owners, helping our clients plan for their future and make confident financial decisions.
As our business continues to grow, we are looking for an organised, professional and personable Practice Administrator to become an important part of our team.
This is much more than a traditional administrative role. You will be at the centre of the day-to-day running of the practice, supporting our advisers, looking after our clients and helping us deliver an exceptional client experience.
The role
You will provide administrative and operational support across the practice, working closely with our financial advisers and wider team.
Your responsibilities will include:
- Acting as a welcoming and professional first point of contact for clients, both in person and by telephone
- Managing diaries and arranging client appointments and meetings
- Preparing for client meetings and ensuring advisers have the information and documentation they need
- Processing new business and maintaining accurate client records
- Liaising with clients, providers and other professional contacts
- Obtaining valuations, policy information and other documentation
- Following up outstanding information and keeping cases progressing
- Updating CRM and practice management systems
- Preparing and issuing client correspondence and documentation
- Supporting client onboarding and ongoing servicing processes
- Ensuring records and documentation meet regulatory and compliance requirements
- Assisting with anti-money laundering and client verification procedures
- Monitoring shared inboxes and ensuring enquiries are dealt with promptly
- Supporting the smooth day-to-day running of our Linlithgow office
- Helping us continually improve our administrative processes and client journey
As a growing business, the role will evolve and there will be plenty of opportunity to take ownership of areas of the practice and develop your responsibilities over time.
About you
We’re looking for someone who genuinely enjoys being organised and making things happen.
You will be:
- Highly organised with excellent attention to detail
- Professional, friendly and confident dealing with clients
- Comfortable managing several priorities at the same time
- Proactive and willing to take ownership rather than waiting to be asked
- A clear and confident communicator, both verbally and in writing
- Comfortable using technology and learning new systems
- Reliable and able to work independently as well as part of a small team
- Discreet and comfortable handling confidential client information
- Someone who takes pride in providing an excellent standard of service
Experience working in financial services, wealth management, a financial advice practice or another regulated professional environment would be particularly welcome.
Previous experience within a St. James’s Place Partner Practice would be a significant advantage, as would familiarity with Salesforce and SJP processes and terminology.
What we offer
- Salary of £25,500 - £28,000 depending on experience
- A permanent position, available on a full-time, part-time or term-time basis
- A professional and friendly working environment in our Linlithgow office
- The opportunity to join a growing financial planning business at an exciting stage of its development
- A varied role where your contribution will be noticed and valued
- Genuine opportunity to develop the role as the practice grows
- Training and support to develop your knowledge of financial services
- Opportunities for further professional development
Working with us
We’re building a business known not only for the quality of its financial advice, but for the service we give our clients.
That means the person joining us needs to care about the details: returning a call when promised, making sure paperwork doesn’t sit unnecessarily, welcoming clients warmly and spotting things that need to be done before they become a problem.
If you’re an experienced administrator who enjoys responsibility, likes working with people and would like to play an important role in a growing financial planning practice, we’d love to hear from you.
To apply, please submit your CV together with a short covering note explaining why you are interested in joining us.
Pay: £25,500.00-£28,000.00 per year
Benefits:
- Company pension
- Referral programme
- Sick pay
Application question(s):
- Do you have previous experience of working in Financial Services and/or with Salesforce.
Work Location: In person
