Wealth Management Administrator

Reed; Glasgow; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Wealth Administrator for their Glasgow office. This role involves supporting Financial Advisers and providing exceptional client service. Ideal candidates should have relevant experience in financial services and possess strong organisational skills. The position offers a hybrid working model with a competitive salary and various benefits, including a pension scheme and private medical insurance.

Benefits

Highly competitive salary DOE

Hybrid working

22 days holidays plus 12 public holidays

Pension scheme - minimum employer contribution of 7.5%

4 x salary death in service

Private Medical Insurance

Qualifications

• Proactive and detail-oriented professional with a passion for financial services.
• Ability to support financial advisers in delivering excellent client service.

Responsibilities

• Be the first point of contact for client enquiries.
• Prepare Client Agreements and manage adviser diaries.
• Organise client reviews and prepare meeting packs.
• Draft client communications, including Suitability Reports.
• Provide technical support and conduct financial research.

Skills

Experience in a similar role within financial services

Good understanding of financial services products and processes

Strong organisational and communication skills

High attention to detail and ability to manage workloads

Proficiency in IO, MS Office and financial services platforms

Job description

Overview

Wealth Administrator Opportunity - Glasgow

Join Our Clients Vibrant Wealth Management Team!

Are you a proactive, detail-oriented professional with a passion for financial services? We're looking for a Wealth Administrator to support our clients Financial Advisers in delivering top-notch client service.

Key Responsibilities

• Be the first point of contact for client enquiries
• Prepare Client Agreements and manage adviser diaries
• Organise client reviews and prepare meeting packs
• Draft client communications, including Suitability Reports
• Provide technical support and conduct financial research

What They Offer

• A collaborative and supportive team environment
• Opportunities for professional development and additional qualifications
• The chance to build and strengthen client relationships

Key Skills

• Experience in a similar role within financial services
• Good understanding of financial services products and processes
• Strong organisational and communication skills
• High attention to detail and ability to manage workloads
• Proficiency in IO, MS Office and financial services platforms

Why Join Our Clients Team?

• Highly competitive salary DOE
• Hybrid working
• Holidays - 22 days plus 12 public holidays
• Pension scheme - minimum employer contribution of 7.5%
• 4 x salary death in service
• Benefits include Private Medical Insurance and PHI

If you're ready to take the next step in your career and make an impact, apply now!

If you have any questions, please reach out to Pauline Low at REED on or via LinkedIn for a confidential chat.