Financial Planning Wealth Administrator

1 week ago


Glasgow, Glasgow City, United Kingdom Cross Resourcing Full time

We are delighted to be working with our Scottish Law Firm client, to recruit an experienced Wealth Administrator, on a 12 Month Fixed Term Contract to join their team based in Glasgow.

You should have a strong understanding of compliance requirements, proven experience and knowledge of the investment process, and excellent analytical skills.

Key Responsibilities:

  • Maintaining accurate and up-to-date client records, including financial plans, recommendations, and investment details
  • Ensuring all client documentation and processes adhere to relevant financial regulations and industry standards
  • Supporting the onboarding of new clients and processing new business requests, such as opening accounts and setting up investments
  • Managing investment accounts, processing transactions, and ensuring accurate record-keeping
  • Responding to client inquiries, providing updates on their accounts, and assisting with general administrative tasks
  • Assisting with the preparation of financial plans and reports, and providing support for ongoing client reviews
  • Conducting research on investment products and providers, and analysing client portfolios to identify potential investment opportunities
  • Assisting with the underwriting process for new business, including gathering information and preparing applications
  • Executing trades as instructed by financial advisors, ensuring accurate and timely execution

What you'll need:

  • Previous experience of being in a Financial Planning Wealth Administrative role
  • Demonstrable experience and knowledge of the investment process and sound analytical skills
  • A good working knowledge of compliance requirements
  • The ability to draft investment administration correspondence
  • Be working towards or having already achieved a recognised administrative qualification
  • Excellent organisational, time management, and record-keeping abilities
  • Understanding of financial products, investment strategies, and regulatory requirements
  • Ability to communicate effectively with clients, financial advisors, and other stakeholders

What you'll receive:

  • Competitive salary
  • Life Assurance
  • Discretionary bonus
  • Pension scheme

What's next?

Contact Susan for more info or to apply.

Equal Opportunities:

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion, belief, or age.



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