Advisor Support & Client Services 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

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