Wealth Management Administrator
hace 8 días
Dunfermline
Wealth Management Administrator | Permanent | Dunfermline | Competitive Annual Salary Your new company You’ll be joining a well‑established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high‑quality client service. Your new role As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast‑paced, structured role ideal for someone who enjoys organisation, problem‑solving, and building strong working relationships. • Act as a primary point of contact for client queries and ongoing service needs, • Prepare and issue review packs, valuations, fact finds, and meeting documentation, • Process new business applications across pensions and investments, • Liaise with product providers to obtain information and track application progress, • Maintain accurate client records and ensure all documentation meets compliance standards, • Support advisers and paraplanners with workflow, information gathering, and meeting preparation, • Highly organised, methodical, and detail‑focused, • Strong communication skills and a proactive, positive attitude., • Ability to manage multiple tasks and work well under pressure., • Enjoys working collaboratively within a team., • Experience in administrative or financial services roles is essential., • Familiarity with financial planning systems and provider platforms is beneficial., • Confident using Microsoft Office applications., • Competitive salary, • Workplace pension and life cover., • Access to an Employee Assistance Programme, including virtual GP services., • Discounts through employee reward platforms., • Access to wellbeing and fitness resources., • Regular one‑to‑one meetings to support personal development., • Client and staff referral bonuses., • Opportunities to participate in wellbeing or ESG‑focused groups. 4777085