Wealth Management Administrator — Hybrid (Edinburgh)

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

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.