Client Administrator, Jobs, 4780

Client Administrator

This vacancy is now closed

Join a Financial Management Firm in the heart of Edinburgh who are dynamic, growing and seeking a professional and ambitious Client Administrator. The team provide the highest level of service and advice to corporate and private clients throughout the UK, and this is a great opportunity to enter into an organisation with a fantastic growth framework, and the chance to have a hands-on role dealing with clients and impacting the growth of the business.


  • Have experience within an administrative capacity within Financial Services
  • Outstanding customer service qualities and a confident telephone manner
  • IT literate; you are comfortable in-putting data into CRM systems
  • Analytical with high attention to detail
  • Professional; you take real pride in your career and development.
  • Positive and can-do attitude, you are a problem solver and can think out of the box

Your Role

  • Supporting the Managing Partner in the day to day running and development of the practice to include regulatory requirements, marketing, client servicing and IT.
  • Communicating effectively within the practice, to clients and third parties.
  • Supporting the business activities end to end, and overseeing the submission of all client applications/advice sets. Organising client reviews, preparing illustrations, managing cases to completion.
  • Assisting in writing client reports and supporting practice growth initiatives.
  • You will be given full training on all IT and CRM systems
  • Part of a small team, this role is absolutely vital to the successful running of the business – a great opportunity for someone who wants more responsibility and the chance to enhance their career.
Share this job


8th Floor,
180 Saint Vincent Street, G2 5SG
0141 353 1133

13 Atholl Place,
0131 357 5333

2nd Floor, Suite 4,
Marketgait Business Centre, DD1 1NJ
01382 768 700