Wealth Management Administrator

Core-Asset Consulting

  • Glasgow
  • Permanent
  • Full-time
  • 7 hours ago
Job Description:Our client, a reputable Chartered Financial Adviser, 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 work closely with the directors, assisting them in their daily responsibilities and ensuring seamless operations. This position offers the unique chance to join a boutique, high-performing team in Glasgow where your work will have a direct impact.With excellent potential for career progression and professional growth, this role is ideal for a motivated individual eager to advance within the wealth management sector.Essential Skills/Experience:
  • Complete appropriate progression through CII exams
  • Focused with a high level of attention to detail.
  • 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:
  • Delivering a valued, first-class support service to clients
  • Key client contact: phone calls, arranging meetings, etc.
  • Preparing Client Agreements.
  • Organising adviser diary.
  • Managing client reviews/Preparing Meeting Packs.
  • Driving and preparing meeting agendas.
  • Drafting Client communications including some Suitability Reports.
  • Managing post meeting actions.
  • Updating systems.
  • Technical support and analysis.
  • Researching and reviewing existing and new plans.
  • Track utilisation of allowances etc in current tax year.
  • To deliver support in a profitable manner, making use of existing and new technology.
  • Ensuring Client records are up to date and accurate, data and documents.
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: 16088To 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 websiteCore-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.INDPERM

Core-Asset Consulting