Wealth Management Administrator

Wealth Management Administrator

Ayrshire

£28,000 – £30,000 + benefits

Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture.

You’ll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment.

The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning.

What you’ll do

As a Wealth Management Administrator, you’ll provide high-level administrative support across the practice, including:

• Supporting multiple advisers and the Practice Manager with client and office administration


• Acting as a key point of contact for clients, providers and third parties


• Preparing client files, including compliance documentation, research, illustrations and supporting paperwork


• Ensuring all client records are accurate, complete and up to date


• Processing applications accurately and tracking cases through to completion


• Progressing new business with providers and resolving queries in a timely manner


• Managing diaries and coordinating client appointments


• Maintaining review systems and supporting ongoing client servicing


• Contributing to team meetings and maintaining high professional standards at all times

• Previous experience in a Wealth Management Administrator position


• Experience working in Financial Planning, Wealth Management, or similar Financial Services firm


• Understanding of pensions, investments and protection

• Financial support and encouragement to work towards professional qualifications


• Hybrid working to support a healthy work-life balance


• 25 days annual leave plus bank holidays


• Private Medical Insurance


• Death in Service benefit


• A relaxed, friendly and professional working environment


• Stability, structure, and a long-term career path rather than a short-term role


• Exposure to experienced advisers and a well-run advice process


• A genuinely supportive team where your contribution is recognised and valued

Don’t worry if your CV isn’t up to date. Just send what you have and we can sort out the rest later.

This listing is from reed. View original listing ↗