Wealth Management Administrator

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!