Private Client Support Specialist

Swiss Life Group; City of Edinburgh; On-site; GBP 28,000 - GBP 35,000; Full time

Job summary

A leading financial services provider in Edinburgh seeks a Private Client Support Administrator to provide administrative support for Independent Financial Advisers. The successful candidate will have prior administrative experience in financial services and proficiency in Microsoft Office Suite. Responsibilities include preparing meeting packs, booking appointments, and maintaining client files. This role offers a supportive environment with professional development opportunities and competitive benefits, including 25 days of annual leave and a contributory pension scheme.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Employee Assistance Programme with access to a 24/7 helpline

Qualifications

• Have previous experience of working in an administrative capacity in financial services.
• Be confident using all programmes within the Microsoft Office Suite.

Responsibilities

• Providing 1-1 support for Independent Financial Advisers.
• Preparing client meeting packs.
• Booking client review appointments and managing IFA’s diary.

Skills

Administrative experience in financial services

Proficiency in Microsoft Office Suite

Customer relationship management

Job description

A leading financial services provider in Edinburgh seeks a Private Client Support Administrator to provide administrative support for Independent Financial Advisers. The successful candidate will have prior administrative experience in financial services and proficiency in Microsoft Office Suite. Responsibilities include preparing meeting packs, booking appointments, and maintaining client files. This role offers a supportive environment with professional development opportunities and competitive benefits, including 25 days of annual leave and a contributory pension scheme.