Wealth Management Administrator

Meraki Talent

Edinburgh, Scotland, United Kingdom

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.

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