Wealth Administrator
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(Apply in seconds when you have a CV uploaded)IFA Administrator
Eden Scott, Glasgow
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Posted today, 24 Apr
Job ref: E250425
Full Job Description
Eden Scott's client is seeking a individual who is detail-oriented, client-focused, and looking to grow your career in financial services? Our client is seeking a Wealth Administrator to support their advisers and clients with a variety of essential administrative tasks. You'll play a key role in ensuring smooth and efficient operations across our wealth management services.
Key Responsibilities:
- New Business Processing: Accurately process applications for pensions, investments, protection, and other financial products, liaising with providers and clients throughout the process.
- Fund Switches & Rebalances: Action fund switch instructions and ensure updates are reflected accurately on internal systems.
- Valuations: Prepare client valuation reports ahead of reviews and meetings, using multiple platforms and back-office systems.
- Client Servicing: Respond to client queries professionally and efficiently, ensuring the highest standards of service are maintained.
- Administrative Support: Maintain and update client records, scan and file documentation, and assist with compliance checks.
- Liaising with Providers: Communicate with product providers to obtain up-to-date policy information and resolve any queries.
- Meeting Preparation: Assist advisers with meeting packs and any follow-up actions post-meeting.
Person Specification
- Previous experience in a wealth management or financial planning environment is preferred.
- Knowledge of pensions, ISAs, investment bonds, and protection products.
- Proficient in financial platforms and back-office systems (e.g. Intelligent Office, Xplan, or similar).
- Strong organisational and communication skills.
- High attention to detail and ability to work to deadlines.
What the role is offering
- Competitive salary + discretionary bonus.
- Career development opportunities and support with professional qualifications (e.g. CII/RO exams).
- A supportive, collaborative team culture.
- Flexible working options.
- 25 days holiday + bank holidays
Email CV to Karen.Kerr@edenscott.com
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
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