Wealth Management Administrator
£20000 - £25000 per annum
Wealth administrator required to join a leading, Scottish wealth management firm based in Edinburgh centre. This role will give the right candidate the opportunity to flourish in a busy, but enjoyable, professional atmosphere. With a clear plan for progression and study support, this would be ideal for someone with a couple of years experience working within an IFA office as an administrator.
The successful candidate shall offer a diverse range of Administrative support, working closely with Wealth Managers and Paraplanners within the operations team, assisting in the delivery of investment strategy to a diverse range of clients.
General tasks shall include; liaising with providers of financial products, preparation for client meetings & annual reviews, processing new business applications, supporting Paraplanner with Financial reports as well as monitoring client payments/fees and cash movements.
You must have excellent communication skills with the ability to work as part of a team and of own initiative as well as prioritise workloads. Platform exposure would be beneficial in addition to progression through Financial Exams.
An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!
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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Posted 24 days ago