Job Description:

Our client, a reputable financial planning firm, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions.

You will also support directors with their day-to-day responsibilities. This is an exciting opportunity to join a boutique team in Edinburgh and take on varied role. This role offers great visibility, progression through qualifications and development.

Essential Skills/Experience:

• Experience working in an IFA firm, supporting Financial Advisors and a wider team
• Appropriate progression through CII exams.
• Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way.
• Proactive and able to prompt using initiative and anticipating requirements.
• Analytical with the ability to problems solve.
• Skilled oral and written communicator.
• Systems skills and agility; efficient in all MS Office applications, platforms, and websites
• Understanding and knowledge of financial services products, providers, and regulation
• Collaborative and a strong team player.

Core Responsibilities:

• Key client contact: phone calls, arranging meetings, etc.
• Organising adviser's diary
• Help deliver the team workload, providing a valued, first-class support service to clients.
• Progression through a bespoke training plan covering all aspects of the role.
• Delivering high quality and accurate work within requisite timescales.
• Ensuring Client records are up to date and accurate, data and documents.
• Managing client reviews/Preparing Meeting Packs
• Preparing of Client Agreements and Agendas
• Drafting Client communications including some Suitability Reports
• Managing post meeting actions
• Delivering support in a profitable manner, making use of existing and new technology
• Office Management:
  • management of meeting room diaries
  • meeting/greeting clients and external guests, and preparation of client refreshments.
  • liaise with third party IT support, Building Managers, oversight of office supplies etc.
• Support of Commercial Director.
  • diary management and oversight of inbox
  • managing actions, preparation of meeting agendas and papers

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15677

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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