Wealth Management Administrator

RGH-Global Ltd; City of Edinburgh; Hybrid; GBP 32,000 - 37,000; Full time

Job summary

A leading financial services company in Edinburgh is seeking an experienced Administrative Support professional to assist Wealth Planners. You will maintain accurate client documentation, manage financial administration, and ensure compliance with regulatory standards. This role requires strong communication skills and attention to detail. Hybrid working conditions are available, offering a competitive salary range of £32,000-£37,000.

Qualifications

• Previous administration experience is essential.
• Familiarity with financial planning and investment products is desirable.
• Strong client service skills and attention to detail are critical.

Responsibilities

• Maintain accurate and compliant client documentation.
• Support Wealth Planners in case submissions.
• Manage financial administration and tracking.

Skills

Previous Administration experience

Understanding of the end-to-end wealth planning process

Familiarity with financial planning and investment products

Knowledge of regulatory and compliance requirements

Client service and communication skills

Attention to detail

Job description

Location: Edinburgh (hybrid working available) Salary range: £32,000-£37,000

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience. The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

• Maintain accurate and compliant client documentation in line with company standards.
• Support Wealth Planners in submitting cases to paraplanning and related teams.
• Manage financial administration, including invoices, billing, work in progress, and commission tracking.
• Prepare service agreements and client documentation with precision.
• Demonstrate flexibility in supporting different stakeholders and business areas as needed.
• Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
• Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
• Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
• Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
• Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

• Previous Administration experience (essential)
• Understanding of the end-to-end wealth planning process (desirable)
• Familiarity with a broad range of financial planning and investment products (desirable)
• Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable)
• Ability to identify and elevate potential compliance concerns appropriately.
• Strong client service and communication skills.
• Excellent attention to detail and high level of accuracy.