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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!
