Wealth Management Administrator

Core-Asset Consulting; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job description

Wealth Management Administrator, Glasgow

Location: Glasgow, United Kingdom

Job Category: Banking

EU work permit required: Yes

Job Reference: 15876_1741945405

Job Views: 4

Posted: 14.03.2025

Expiry Date: 28.04.2025

Job Description:

Our client, a reputable Chartered Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions. You will work closely with the directors, assisting them in their daily responsibilities and ensuring seamless operations. This position offers the unique chance to join a boutique, high-performing team in Glasgow where your work will have a direct impact.

With excellent potential for career progression and professional growth, this role is ideal for a motivated individual eager to advance within the wealth management sector.

Essential Skills/Experience:

1. Complete appropriate progression through CII exams
2. Focused with a high level of attention to detail
3. Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way
4. Proactive and able to prompt using initiative and anticipating requirements
5. Analytical with the ability to problem solve
6. Skilled oral and written communicator
7. Systems skills and agility; efficient in all MS Office applications, platforms, and websites
8. Understanding and knowledge of financial services products, providers, and regulation
9. Collaborative and a strong team player

Core Responsibilities:

1. Delivering a valued, first-class support service to clients
2. Key client contact: phone calls, arranging meetings, etc.
3. Preparing Client Agreements
4. Organising adviser diary
5. Managing client reviews/Preparing Meeting Packs
6. Driving and preparing meeting agendas
7. Drafting Client communications including some Suitability Reports
8. Managing post meeting actions
9. Updating systems
10. Technical support and analysis
11. Researching and reviewing existing and new plans
12. Track utilisation of allowances etc in current tax year
13. To deliver support in a profitable manner, making use of existing and new technology
14. Ensuring Client records are up to date and accurate, data and documents

Benefits:

1. A highly competitive salary
2. Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15677

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website.