Wealth Admin & Client Services Specialist

Eden Scott; City of Edinburgh; On-site; GBP 25,000 - 32,000; Full time

Job summary

Eden Scott is partnering with a prominent wealth management firm in Edinburgh to recruit an experienced Administrator. You will play a key role supporting Financial Advisers and the wider team, ensuring smooth client and business operations.

The role focuses on high-quality administrative support, client paperwork, diary management, and compliance. A collaborative, fast-paced environment with opportunities for growth and development awaits.

Qualifications

• Previous administrative experience, ideally within financial services or wealth management.
• Excellent organisational and communication skills.
• Highly detail-oriented with high accuracy.
• Proficient in Microsoft Office and internal systems.
• Team player in a fast-paced environment.

Responsibilities

• Managing and updating client records and documentation.
• Preparing and processing client paperwork.
• Liaising with clients, providers and internal stakeholders.
• Scheduling appointments and managing adviser diaries.
• Maintaining accurate records and ensuring compliance requirements are met.
• Supporting the team with general office administration duties.

Skills

Administrative experience

Organisational skills

Attention to detail

Microsoft Office

Communication skills

Team player

Tools

Microsoft Office

Job description

Eden Scott is partnering with a prominent wealth management firm in Edinburgh to recruit an experienced Administrator. You will play a key role supporting Financial Advisers and the wider team, ensuring smooth client and business operations.

The role focuses on high-quality administrative support, client paperwork, diary management, and compliance. A collaborative, fast-paced environment with opportunities for growth and development awaits.