Trainee Wealth Administrator

Trainee Wealth Administrator / Glasgow / Permanent / £22,000 - £25,000 basic salary + excellent benefits package (including pension and bonus) + study support / Office based

An opportunity has arisen for a trainee wealth administrator to join our highly regarded wealth management client based in Glasgow.

The ideal candidate will either be a recent graduate OR possess circa one years' administrative experience within a financial planning/investment team.

Suitable candidates must be focused on building a career in financial planning.

You will be provided with excellent training, full study support/funding and there is an opportunity to progress and become a paraplanner, chartered financial planner and/or team leader for those who want it.

In addition to administrative and office management tasks, role holders can also be involved in client meetings, analytics and other more technical aspects of financial planning to aid their development.

Working closely with the financial planners and paraplanners, duties and responsibilities will include:

• assisting in the timely delivery of the advice proposition to the broad client base;
• supporting the paraplanning team and the financial planners with their day-to-day administrative requirements;
• updating the back-office system;
• dealing with client enquiries in a swift and timely manner, liaising with the team and product providers where necessary;
• preparing client packs ahead of initial and annual review meetings;
• preparing client letters including Letters of Authority;
• completing fund switches;
• general office management duties;
• organising and/or facilitating events;
• diary management;
• improving and developing processes and enhancing the client experience.

The person:

• Circa one years' administrative experience within a financial planning/investment team OR a recent graduate;
• Focused on a career in wealth management;
• Demonstrable interest and knowledge in financial planning;
• Well organised with an excellent attention to detail;
• Experience of working as part of a team;
• Possess a ‘can-do’ attitude;
• Friendly with an outgoing personality;
• Good verbal and written communication skills;
• Ability to adapt to change;
• Have a good working knowledge of Microsoft Office;
• An understanding of a financial adviser back-office system is desirable.

Please apply below or contact Scott Caldwell for further information.

Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees