Wealth Management Administrator

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

Job summary

A reputable financial services company in Edinburgh is seeking a Wealth Management Administrator to support their Financial Advisers in delivering excellent client service. The role requires a proactive professional with previous experience in financial services and strong organizational skills. The position offers a competitive salary, hybrid working, and generous benefits including private medical insurance and a pension scheme.

Benefits

Highly competitive salary DOE

Hybrid working

22 days holidays plus 12 public holidays

Minimum employer contribution of 7.5% to pension scheme

4 x salary death in service

Private Medical Insurance

Qualifications

• Detail-oriented professional with a passion for financial services.
• Good understanding of financial services products and processes.

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.

Skills

Experience in a similar role within financial services

Strong organisational and communication skills

High attention to detail

Proficiency in IO, MS Office

Job description

Wealth Administrator Opportunity - Edinburgh

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 Management 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!