Wealth Management Administrator
2 days ago
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.
- Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Background: - Previous experience working in a similar administrative role within the financial services sector.
- Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
- Strong attention to detail and accuracy in data entry and documentation.
- Proficient computer skills, including MS Office Suite and CRM software.
- Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
-
Wealth Management Administrator
1 week ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth 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,...
-
Senior Wealth Management Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeOverviewLOM Financial Group - Wealth Management is a leading global investment firm, headquartered in Bermuda and operating in various international locations. With a strong presence in the Bahamas, Grand Cayman, and the UK, we offer comprehensive wealth management services to high net worth clients worldwide.
-
Confidential Administrative Support Specialist
2 weeks ago
Edinburgh, United Kingdom RSQ Wealth Management Limited Full timeAbout 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...
-
Ifa Administrator
6 months ago
Edinburgh, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from our Edinburgh office blended with home working (3 days p/w office based)** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company...
-
Wealth Management Administrator
6 days ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth 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
1 week ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob 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 Administrator
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth 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
1 week ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth 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 Strategist
2 days ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time**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...
-
Financial Services Administrator
6 months ago
Edinburgh, United Kingdom Succession Wealth Full time_**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...
-
Trainee Financial Services Administrator
6 months ago
Edinburgh, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of up to £24,000.00** **Highly competitive and comprehensive benefits package (full list below)** **Office-based, with flexibility for occasional Hybrid-working.** Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role...
-
Executive Assistant
2 weeks ago
City of Edinburgh, United Kingdom Rsq Wealth Management Limited Full timeAbout 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 background...
-
Team Secretary
1 week ago
City of Edinburgh, United Kingdom Rsq Wealth Management Limited Full timeAbout You Would you like to work 4½ days per week and have every Friday afternoon off ?Do you have experience of being a Secretary / Administrator in a fast-paced office-based team environment?Do you have a background in high quality legal / investment / professional services businesses?Can you demonstrate advanced MS Office skills and experience of...
-
Wealth Management Administrator
1 week ago
Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeWealth 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,...
-
Executive Assistant
3 weeks ago
City of Edinburgh, United Kingdom RSQ Wealth Management Limited Full timeJob Description 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...
-
Wealth Management Data Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeWe 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...
-
Paraplanning and Administration
6 months ago
Edinburgh, United Kingdom Anna Miller Wealth Management Ltd Full time**PLEASE ONLY APPLY IF YOU HAVE SJP EXPERIENCE - THANK YOU**: - Provide a comprehensive personal and confidential administrative service to all clients - Adhere to procedures and systems which will ensure the efficient running of two solo partnership practices - Anna Miller and Hugo Cannon - To prioritise work appropriately to meet competing demands -...
-
Investment Advisor
7 days ago
City of Edinburgh, United Kingdom Lom Financial Group - Wealth Management Full timeSalary range – USD$100,000 - USD$350,000 per annum (job title and salary are linked to the amount of assets/production under supervision) bonus.Starting Salary Range $100,000 which will rise quickly with an increase of AUM.The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman Islands...
-
Telemarketing Consultant
2 weeks ago
City of London, United Kingdom Clearwater Wealth Management Full timeJob Description Telemarketing Associate Job description Are you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you! Position: Prospect Telemarketing Location: London Employment Type: Full-time Salary: Competitive base + performance bonus At Clearwater Wealth Management, we offer expert...
-
ParaPlanner (Wealth Management) Route to Advisor
1 month ago
City of London, United Kingdom CV-Library Full timeParaplanner (Wealth Management) Route to Advisor City of London (Hybrid) £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing firm with the real opportunity of becoming an advisor and developing your reputation in...