Wealth Management Administrator

Job Description:

Our client, a successful Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions. You will also support directors with their day-to-day responsibilities. This is an exciting opportunity to join a boutique team in Edinburgh and take on varied role. This role offers great opportunities for progression and development.

Essential Skills/Experience:

Complete appropriate progression through CII exams

Focused with a high level of attention to detail.

Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way.

Proactive and able to prompt using initiative and anticipating requirements.

Analytical with the ability to problems solve.

Skilled oral and written communicator.

Systems skills and agility; efficient in all MS Office applications, platforms, and websites

Understanding and knowledge of financial services products, providers, and regulation

Collaborative and a strong team player

Core Responsibilities:

Key client contact: phone calls, arranging meetings, etc.

Organising adviser's diary

Help deliver the team workload, providing a valued, first-class support service to clients.

Progression through a bespoke training plan covering all aspects of the role.

Delivering high quality and accurate work within requisite timescales.

Ensuring Client records are up to date and accurate, data and documents.

Managing client reviews/Preparing Meeting Packs

Preparing of Client Agreements and Agendas

Drafting Client communications including some Suitability Reports

Managing post meeting actions

Delivering support in a profitable manner, making use of existing and new technology

Office Management:

management of meeting room diaries

meeting/greeting clients and external guests, and preparation of client refreshments.

liaise with third party IT support, Building Managers, oversight of office supplies etc.

Support of Commercial Director.

diary management and oversight of inbox

managing actions, preparation of meeting agendas and papers

Benefits:

A highly competitive salary

Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15677

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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