Business Administrator – Financial Services

About the role

We are looking for an enthusiastic Business Administrator to provide core support within a busy Financial Services and Wealth Management office in Edinburgh. You will join a respected partner practice of St. James’s Place Plc, helping to deliver bespoke financial advice to a diverse client base.

Key responsibilities

• Greet and liaise with clients for appointments and manage communications with providers and third parties.
• Support four advisors in preparing and evidencing client meetings.
• Use a range of systems and AI tools to process work efficiently for advisors and clients.
• Maintain accurate records and ensure confidentiality in all interactions.

Required profile

• Strong attention to detail with the ability to problem‑solve quickly.
• Excellent customer service skills and the ability to build rapport.
• Good time‑management and planning abilities.
• Confident in dealing with colleagues, third parties and handling information discreetly.
• Preferably 1+ year experience in a customer‑facing role within Financial Services or a relevant higher‑education qualification.

Required skills

• Excel
• Word
• Microsoft Office

What we offer

• Salary up to £30,000 per year (DOE) plus bonus.
• Private medical insurance, group death in service, company pension.
• Generous bonus scheme and clear career development pathway.
• Opportunities for training, study support and progression to paraplanning or technical administration.