Wealth Management Administrator

Wealth Management Administrator

Competitive Salary

Edinburgh

Meraki Talent are working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management or Financial Planning firm. As an integral part of the team, you will play a crucial role in supporting the Investment team and clients and ensuring the smooth running of operations.

Responsibilities:

• Assist the Wealth Managers in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
• Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
• Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
• Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
• Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Background:

• Previous experience working in a similar administrative role within the financial services sector.
• Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Strong attention to detail and accuracy in data entry and documentation.
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.