Wealth Management Data Administrator

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...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

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...

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 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...

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...

Join Our Team as an Administrative Support SpecialistWe are seeking a skilled and motivated Administrative Support Specialist to join our team at Meraki Talent Ltd in Edinburgh.This is an excellent opportunity to work with a reputable Wealth Management firm and contribute to the success of our business.Key Responsibilities:Support the Advisors and wider...

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...

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 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...

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.

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 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...

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 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...

Job DescriptionWe are seeking a skilled Financial Services Coordinator to join our team at Meraki Talent Ltd. This role involves supporting the Advisors in managing client relationships and ensuring the smooth running of general operations.The estimated salary for this position is £35,000 - £40,000 per annum, depending on experience.Key...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

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...

Wealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...

IDEX Consulting is seeking a dedicated Client Support Professional to join our team in Edinburgh. The estimated salary for this role is £40,000 - £50,000 per annum.Job Overview:This is a fantastic opportunity to develop your skills and knowledge in Client Support and Administration.Working closely with our Wealth Planners, you will provide exceptional...