Back to search
Wealth AdministratorClydebank (Hybrid)£28,000 – £35,000 + benefits
Join a well-established independent financial advisory firm with a strong reputation and decades of success in the market. You’ll work in a close-knit, experienced team where mentoring and training are part of the culture - and where your technical admin skills will be genuinely valued.
This is a varied and interesting role, ideal if you enjoy working across a wide range of financial planning tasks. You’ll be supported to build your knowledge and work towards professional qualifications, all while contributing to a business that puts clients first and operates with integrity.
What you’ll do
You’ll support the advice team by managing a mix of client and business administration, including:
- Preparing and maintaining accurate client records
- Supporting advisers with research, documentation, and suitability reports
- Liaising with providers and third parties to gather information
- Ensuring compliance with FCA regulations and internal procedures
- Handling new business processing, including pensions, investments, and protection
- Recording all client communications clearly and compliantly
- Supporting the delivery of excellent client service across the board
What you’ll need
- Experience in financial planning, wealth management, or a similar financial services role
- Strong understanding of financial products, compliance, and client servicing
- Confidence using platforms, provider portals, and Microsoft Office
- Working towards (or keen to start) financial services qualifications
About the companyThis independent firm has been serving clients for decades and is known for its professionalism, integrity, and long-term client relationships. With a strong presence in the market and a collaborative team culture, they offer a stable and supportive environment where you can grow your career.
You’ll also get a competitive benefits package including pension contributions, insurance cover, and hybrid working to support your work-life balance.
Please click ‘Apply now’. Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Everyone will receive a response.
