Job Description:

Our client, a respected accountancy firm, is seeking a Wealth Management Administrator to join their team in Dunfermline.

In this role, you will provide essential administrative support to the Paraplanners and Financial Advisors, helping ensure smooth operations and a high-quality client experience.

This opportunity is ideal for an organised, detail-oriented individual with equivalent administrative experience.

Essential Skills/Experience:

• Experience in a similar Wealth Management or Financial Services Administrator role.
• Proficiency in Microsoft Office applications, including Word, Excel and Outlook.
• Strong organisational skills with a high level of accuracy and attention to detail.
• Ability to manage multiple tasks and prioritise effectively in a busy environment.
• Excellent communication skills and a proactive, professional approach.
• Strong team player with the ability to build effective working relationships.
• Experience using financial planning systems such as Intelligent Office and familiarity with major provider platforms is advantageous.

Core Responsibilities:

• Act as a professional point of contact for client queries and provide ongoing administrative support.
• Assist with the preparation and distribution of client review documentation, including fact finds, valuations and meeting packs.
• Process new business applications across pensions and investment products.
• Liaise with product providers to obtain information and track application progress.
• Maintain accurate and compliant client records using internal systems.
• Ensure documentation is complete, up to date and stored in line with regulatory requirements.
• Support advisers and paraplanners with diary management and scheduling client meetings.
• Assist with gathering information required for suitability reports and wider wealth management processes.

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: 16411

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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