Wealth Management Support Administrator

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Wealth Management Support Administrator, Glasgow

Client:

Location: Glasgow, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

30.03.2025

Expiry Date:

14.05.2025

Job Description:

The opportunity:

We are looking for an experienced Wealth Management Administrator to join our team.

Working as part of the support team, you will need to provide high quality and accurate support to Financial Planners and Paraplanners.

• Ensure the back-office system is maintained with current client personal details and compliance information.
• Liaise with product providers regarding policy details, obtain illustrations for new requests and deal with any existing policy queries.
• Prepare letters to clients regarding new business confirmation, general updates, and requesting information.
• Ensure new business applications are processed and tracked to completion, recording details of all transactions on computer records (Intelligent Office) accurately and timely.
• Produce client valuations accurately and timely, along with the appropriate review letters.
• Dealing with alterations to existing plans, including fund switches, changes to withdrawals, changes to death benefits nominations, online instructions for purchases/sales.
• Requesting plan information to collate for Paraplanners and Advisers and updating the back office system.
• Running task system to ensure work is tracked to completion while following processes and procedures.
• Assist in general office administration, scanning and saving documents to record storage.
• Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly.
• Dealing with incoming and outgoing mail.

What are we looking for?

• Several years’ experience of working within an Independent Financial Adviser practice.
• The desire to reach diploma status with our support (though not essential).
• Strong organisational and planning skills.
• Strong IT skills, MS Office, MS Teams, Excel, and Outlook.
• Experience of Intelligent Office preferable, but not essential.
• Proficiency & experience with a variety of providers and investment providers.
• Strong understanding of financial products, investment vehicles, and wealth management processes.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organisational and problem-solving abilities.
• Ability to work effectively in a fast-paced, dynamic environment.