Wealth Management Administrative Specialist

Artemis Recruitment Consultants Ltd; Scotland; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Annual bonus scheme

Referral programme

Ongoing training and development

Career progression opportunities

Support towards professional qualifict

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Administrator to join our wealth management team in Scotland. You will support advisers, paraplanners and clients, ensuring accuracy and timely processing of applications and related tasks.

You'll work in a fast-paced environment, tackling multiple priorities with excellent attention to detail and a proactive approach to ownership, while maintaining high standards of client service.

Qualifications

• Minimum 5 years' experience in an Independent Financial Adviser practice.
• Strong knowledge of pensions, investments and ISAs.
• Experience processing new business.
• Excellent attention to detail.
• Strong organisational and communication skills.
• Ability to manage multiple tasks and competing priorities.
• A proactive attitude and willingness to take ownership.
• Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint.

Responsibilities

• Prepare and process new business applications.
• Manage Letters of Authority and provider requests.
• Obtain pension, investment and protection information.
• Manage provider correspondence and follow up on outstanding requests.
• Prepare meeting packs and presentations.
• Support advisers and paraplanners with case preparation.
• Assist with suitability report preparation and business processing.
• Maintain accurate client records and back-office systems.
• Liaise with clients, providers and professional connections.
• Monitoring and progressing business through to completion.
• Producing accurate documentation in accordance with regulatory standards.
• Using initiative to deal with matters in a timely and effective manner.

Skills

Pensions knowledge

Investments knowledge

ISAs knowledge

New business processing

Attention to detail

Organisational skills

Communication skills

Multi-tasking

Ownership mindset

Education

CII qualifications

Tools

Microsoft Office

Intelligent Office

Job description

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Administrator to join our wealth management team in Scotland. You will support advisers, paraplanners and clients, ensuring accuracy and timely processing of applications and related tasks.

You'll work in a fast-paced environment, tackling multiple priorities with excellent attention to detail and a proactive approach to ownership, while maintaining high standards of client service.