Job Description:

We are working with a reputable wealth and investment firm to recruit a Graduate Wealth Administrator to join their Edinburgh team

The successful candidate will support Advisers in delivering an excellent service to new and existing clients. Key responsibilities will include managing payments, transfers and reporting, alongside ensuring accurate and efficient client administration. This is an excellent opportunity for someone with financial services experience to begin a career in wealth management, gain hands-on experience in client servicing and administration and work towards relevant professional qualifications.

Skills/Experience:

* Experience in financial services desirable.
* Educated to degree level desirable.
* Good working knowledge of Microsoft Office, particularly Word and Excel.
* Strong attention to detail and a commitment to accuracy.
* A client-focused approach, with a commitment to delivering a high standard of service.
* Strong written and verbal communication skills.

Core Responsibilities:

* Process client payments, withdrawals and transfers across ISAs, SIPPs, bonds and GIAs.
* Manage client administration, including letters of authority, changes to client details, account closures and new business applications.
* Liaise with clients, Advisers and third-party providers to obtain information, resolve queries and support the smooth running of client accounts.
* Prepare client reports, including valuations, performance summaries and transaction statements, while monitoring cash reconciliations and outstanding fees.
* Maintain accurate records and client communications, ensuring compliance with relevant procedures and regulatory requirements.
* Work collaboratively with colleagues to maintain high service standards and identify opportunities to improve processes and efficiency.

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.

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

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

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