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Wealth Administrator Opportunity - Glasgow
Join Our Clients Vibrant Wealth Management Team!
Are you a proactive, detail-oriented professional with a passion for financial services? We're looking for a Wealth Administrator to support our clients Financial Advisers in delivering top-notch client service.
Key Responsibilities:
- Be the first point of contact for client enquiries
- Prepare Client Agreements and manage adviser diaries
- Organise client reviews and prepare meeting packs
- Draft client communications, including Suitability Reports
- Provide technical support and conduct financial research
What They Offer:
- A collaborative and supportive team environment
- Opportunities for professional development and additional qualifications
- The chance to build and strengthen client relationships
Key Skills:
- Experience in a similar role within financial services
- Good understanding of financial services products and processes
- Strong organisational and communication skills
- High attention to detail and ability to manage workloads
- Proficiency in IO, MS Office and financial services platforms
Why Join Our Clients Team?
- Highly competitive salary DOE
- Hybrid working
- Holidays - 22 days plus 12 public holidays
- Pension scheme - minimum employer contribution of 7.5%
- 4 x salary death in service
- Benefits include Private Medical Insurance and PHI
If you're ready to take the next step in your career and make an impact, apply now!
If you have any questions, please reach out to Pauline Low at REED on or via LinkedIn for a confidential chat.
