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Wealth Management Administrator

Edinburgh

£20000 - £25000 per annum

Permanent

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!

If this role isnt quite what you are looking for, register your CV at www.edenscott.com and be the first to hear about our latest opportunities by signing up for our job alerts.

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

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