Wealth Management Administrator

About YouWe are seeking a highly skilled and experienced Executive Assistant to join our team at RSQ Wealth Management Limited. If you have a passion for delivering exceptional administrative support in a fast-paced office environment, we would love to hear from you.Key Responsibilities:Provide secretarial, EA and administrative support to a team of wealth...

Wealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...

Job Description Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an...

Wealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...

Wealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...

**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...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

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...

Job Description Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral...

Wealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...

Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...

Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...

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...

We are seeking a skilled Wealth Management Data Administrator to join our team at IDEX Consulting in Edinburgh.Job DescriptionThis role involves accurate and timely processing of client static data changes, including address updates, bank details modifications, ongoing fee adjustments, and online access maintenance.The successful candidate will be...

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 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...

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...

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 You Would you like to work 4 ½ days per week and have every Friday afternoon off ?  Do you have experience of being an Executive Assistant / PA / Secretary in a fast-paced office-based environment?  Can you provide accurate and efficient secretarial, EA and administrative skills to support a team of wealth management Specialists?  Do you have a...

About You Would you like to work 4 ½ days per week and have every Friday afternoon off ? Do you have experience of being an Executive Assistant / PA / Secretary in a fast-paced office-based environment? Can you provide accurate and efficient secretarial, EA and administrative skills to support a team of wealth management Specialists? Do you have a...