Wealth Planning

6 months ago


Glasgow, United Kingdom EB Recruitment Ltd Full time

**EB Recruitment has a fantastic opportunity for an Administrator to join the Wealth Planning team of a growing legal firm in Glasgow City Centre.**

This role will focus on providing effective administrative support to the Financial and Wealth Planning team to ensure an efficient processing of business and to deliver a high quality service to clients.
- Record new business and commissions via internal system
- Manage investment sales and purchases
- Responsible for investment reconciliation
- Provide valuations and custody statements for clients
- Liaise regularly with investment and insurance companies / providers
- Assist with general team administrative duties
- Ad hoc duties as requested by management

**Skills and Experience Required**:

- Wealth or Investment Administration knowledge and experience is preferred
- Administrative experience within financial services would be considered
- Familiar with compliance processes within financial services
- Possess professional and confident communication skills, ability to liaise at all various levels
- Ability to build relationships
- Be highly organised with a positive attitude to workload and team support
- IT proficient

**Job Types**: Full-time, Permanent

Pay: Up to £30,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: EB24153



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