Job Description:

We have a fantastic opportunity for a Wealth Management Graduate to join a reputable firm on a permanent basis.

This role will focus on managing day-to-day office activity while progressing into wealth management administrative support. The role is full-time office-based in Glasgow.

Skills/Experience:

• A proactive and hardworking graduate with an interest in pursuing a career in wealth management OR experience working in a wealth manager <1 year.
• A positive attitude, with the ability to adapt quickly to changing demands with an organised approach to tasks.
• Desire to learn about the business and the wider financial services sector.
• The ability to manage deadlines with a good attention to detail.
• Collaborative and a strong team player.
• Efficient in all MS Office applications.

Core Responsibilities:

• Client meetings; managing the booking system, greeting clients, preparing refreshments.
• Responsible for routine office tasks such as oversight of office supplies, cleaners, scanning documents, audio typing and reception cover.
• Collating and presenting data, liaising with colleagues, providing updates.
• Providing support to Advisors across a broad spectrum of financial issues including investment, pensions and protection.
• Key client contact, phone calls, arranging meetings etc.
• Organising the adviser diary and managing the client review process; driving and preparing agendas.
• Managing post meeting actions.
• Drafting client communications, e.g. Client Agreements.
• Ensuring systems are updated with current data and information.
• Ensuring the smooth running of the day-to-day office activity.
• Build knowledge and understanding of the Wealth Management support role.

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: 15830

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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