Wealth Management Support Specialist

3 weeks ago


Glasgow, Glasgow City, United Kingdom mbf. Full time

Wealth Management Support Specialist

We are collaborating with a prominent National Wealth Management firm to identify a skilled Wealth Management Support Specialist to enhance their administrative team.

This esteemed organization operates across the UK and is recognized for its exceptional Financial Planning services. They are seeking a proficient Financial Services Administrative Coordinator to provide essential technical support to a group of Senior Financial Advisors. In this role, you will cultivate a strong partnership with both the Advisors and Senior Paraplanners, facilitating your professional growth and advancement within the company.

Ideal candidates will possess experience in the Wealth Management or Financial Planning sectors and may hold some qualifications from the Chartered Insurance Institute (CII), although this is not mandatory. The firm is committed to supporting your pursuit of further qualifications and offers a comprehensive benefits package. Future opportunities for advancement into Paraplanning, advisory roles, or leadership positions will be available.

Key Responsibilities

  • Establish and nurture robust relationships with Wealth Advisors and their clientele.
  • Collaborate closely with your Administrative team, Para-Planning, and other internal departments to ensure efficient and high-quality administration, leading to outstanding client outcomes.


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