Wealth Management Administrator

1 week ago


City of Edinburgh, United Kingdom Meraki Talent Ltd Full time

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 part of our team, you will play a crucial role in supporting the Advisors/wider business and ensuring the smooth running of general operations.
Responsibilities: Assist the Wealth Managers in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.



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