Investment Administrator

IDEX Consulting; City of Edinburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading consulting firm in financial services is seeking an Investment Administrator in Edinburgh. This role involves providing comprehensive support to Client Advisors in managing clients' wealth, preparing meeting materials, and handling client communications. The ideal candidate will have relevant experience in the Wealth Management sector and proficiency in Microsoft Office tools. A competitive salary and growth opportunities are offered.

Qualifications

• Must have experience in the Wealth Management industry.
• Ability to support multiple advisors efficiently.
• Proficient in Microsoft office applications.

Responsibilities

• Assist Client Advisors with management of clients' wealth.
• Prepare support materials for client meetings.
• Contact clients to meet their needs and arrange reviews.

Skills

Experience in UK Wealth Management industry or Financial Services

Experience of supporting a number of advisors

Education

Working towards a CISI or CFA level 4 qualification

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Intelligent Office

Job description

Overview

This is a fantastic opportunity for an ambitious Investment administrator looking to progress within Private Banking/Wealth Management. Investment Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office.

Key Accountabilities

• Assist Client Advisors with the management of Clients wealth
• Provide support for client meetings - preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments.
• Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client's needs are met, including arrangement of meetings and annual reviews
• Answering client calls and queries professionally
• Prepare, check and client valuation records.
• Print valuations and statements, request payments and record cash receipts/transfers

Knowledge and Experience

• Experience in UK Wealth Management industry or Financial Services
• Experience of supporting a number of advisors

Technical Skills

• Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, PowerPoint).
• Capable of using Intelligent Office
• Working towards a CISI or CFA level 4 qualification

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.