Administrative Support Specialist for Wealth Management

About the Role:We are looking for a skilled Administrative Professional to join our team at Meraki Talent Ltd as a Wealth Management Support Specialist. In this role, you will work closely with our Wealth Managers to support them in managing client relationships and other key responsibilities.Estimated Salary: £38,000 - £48,000 per annum (based on location...

We are Meraki Talent Ltd, a leading provider of Financial Planning and Advice services. Our team is comprised of experienced professionals who share a passion for delivering exceptional results.We're now seeking a skilled Wealth Management Support Specialist to join our team in Edinburgh. This role offers a competitive salary of around £25,000 - £30,000...

We are seeking a skilled Administrative Assistant to support our Wealth Management team in Edinburgh. As an integral part of our team, you will play a crucial role in ensuring the smooth running of general operations.The ideal candidate will have previous experience working in an administrative role within the financial services sector and possess excellent...

Wealth Management Administrator LeadFunding: Up to £30,000 per annumThis prominent wealth management company is looking for a highly skilled Financial Services Administrator to lead their administrative support functions. The ideal candidate will possess strong organizational abilities, attention to detail, and excellent communication skills.The selected...

We are seeking a highly skilled Wealth Management Administrator to join our team in Edinburgh. As a key member of the support team, you will be responsible for report writing, research, and financial reviews for HNW clients.The successful candidate will have experience in a whole of market/IFA environment or as a provider with expertise in report writing and...

Wealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...

We are recruiting for an experienced Operations Coordinator to join our Wealth Management team in Edinburgh. The successful candidate will have previous experience working in an administrative role within the financial services sector and possess excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Your key...

About the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...

A rare opportunity has arisen at a highly regarded wealth management firm to join their Edinburgh office. As a key member of the support team, you will provide high-quality administrative services to HNW clients.Depending on your experience, paraplanning duties may include report writing, research, investment and financial reviews. You will work in a...

Job OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.

We are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...

Job Title: Global Wealth Management SpecialistWe are seeking an ambitious and entrepreneurial-minded individual to join our team as a Global Wealth Management Specialist. This is an exciting opportunity to embark on a challenging and rewarding international career with deVere Group, a leading independent financial advisory organisation.About Us:deVere Group...

Administrative Expert in Wealth ManagementWe are seeking a highly skilled and organised Administrative Expert in Wealth Management to join our team at Meraki Talent Ltd in Edinburgh.About the RoleThe successful candidate will be responsible for managing client relationships, preparing review packs, conducting research, and liaising with third-party...

About Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...

Seeking Wealth Management ExpertSalary: £60,000 - £80,000 per annum (dependent on experience)About the Company:Quilter Financial Planning is a respected leader in the financial services sector, committed to providing expert advice to clients.Job Summary:We're searching for a skilled Wealth Management Expert to join our team. You'll work collaboratively...

Job DescriptionAberdeen Standard Investments is seeking an experienced Internal Control Specialist, Wealth Management to join our team. In this role, you will be responsible for implementing and maintaining effective internal controls across our wealth management division.About the RoleThis is an exciting opportunity to work with a leading investment company...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

About the Role:Recruit UK is partnering with a leading UK Financial Advice company to find a skilled Financial Adviser to join their team in Edinburgh.As a Financial Adviser, you will play a key role in providing independent financial advice to clients, helping them achieve their financial goals.The successful candidate will have a strong understanding of...

Job SummaryWe are seeking an experienced and detail-oriented Wealth Management Administrator Assistant to join our team at Meraki Talent Ltd in Edinburgh.About the RoleThe successful candidate will play a crucial role in supporting the Advisors and ensuring the smooth running of general operations. This includes assisting with client relationships, preparing...

We are seeking a skilled and motivated Wealth Management Coordinator to join our team at Meraki Talent Ltd in Edinburgh. This role is ideal for individuals with previous experience working in a similar administrative role within the financial services sector.Key Responsibilities:Support the Wealth Managers in managing client relationships, including...