Utopian Professional Recruitment are working partnership with our Glasgow based client who are expanding and looking to recruit a Wealth Administrator to join them on a full time basis, to cover a 12mth fixed term contract.

Working within our clients’ Wealth Planning Team, which sit part of their bigger Private Client Department. You will be responsible for providing investment administrative support to the Wealth Planning team using their Inteliflo system to record new business and commissions, dealing with investment sales and purchases, investment reconciliation and providing valuations and custody statements for clients. You can also expect to have daily telephone contact with investment and insurance companies/other product providers.

To be considered for this opportunity, we are looking for the following skills & background:

• Previous experience working as part of a Wealth Management / IFA environment
• Good working knowledge of compliance requirements
• Have the ability to draft investment administration correspondence and be working towards or having already achieved a recognised administrative qualification.
• You should have demonstrable experience and knowledge of the investment process and sound analytical skills.
• You should be able to demonstrate a commitment to providing an excellent level of client service, show initiative and have a positive, proactive attitude.

Reward

• Up to £35k per annum
• Generous holiday allowance
• Excellent training and a clear career path
• Pension
• Flexible working upon request
• Life Assurance
• Various incentives and rewards
• Opportunity to work from home
• Hours of Work – 33.75hrs per week (full time)

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.