Administrator

Partners Wealth Management LLP; City of Edinburgh; Hybrid; GBP 26,000 - 34,000; Full time

Job summary

Partners Wealth Management LLP in Edinburgh is seeking an experienced client service administrator to support advisers in delivering high-quality, compliant service to clients. The role involves coordinating between advisers, providers and clients to ensure a smooth advice journey and a positive client and partner experience.

The position requires strong relationship-building, report-writing, and outstanding communication skills, with the ability to draft client investment letters under

Qualifications

• Ability to build relationships while delivering service that exceeds expectations.
• Ability to draft reports and letters regarding client investments under supervision.
• Excellent verbal and written communication skills, able to work under pressure.

Responsibilities

• Liaise with clients and third parties by phone/email.
• Obtain policy information from providers for valuation and annual reviews.
• Maintain client data in internal systems with accuracy and integrity.
• Submit and maintain client file documents complying with policy requirements.
• Research providers/funds using in-house models and guidance.
• Support new business and Life Cover quotations as required.
• Manage the underwriting process.
• Execute trades as instructed by partners.

Skills

Relationship building

Report writing

Excellent communication

Job description

Job Purpose
To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.

Key Responsibilities

• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s

About You

Skills and experience

• Capable of building relationships whilst delivering a level of service which exceeds expectations
• The ability to draft reports and letters regarding client investments under partners’ guidance/supervision
• Excellent verbal and written communication skills, with the ability to work under pressure