Wealth Administrator - #1773610

Eden Scott's client is seeking a individual who is detail-oriented, client-focused, and looking to grow your career in financial services? Our client is seeking a Wealth Administrator to support their advisers and clients with a variety of essential administrative tasks. You'll play a key role in ensuring smooth and efficient operations across our wealth management services



Key Responsibilities:



New Business Processing: Accurately process applications for pensions, investments, protection, and other financial products, liaising with providers and clients throughout the process

Fund Switches & Rebalances: Action fund switch instructions and ensure updates are reflected accurately on internal systems

Valuations: Prepare client valuation reports ahead of reviews and meetings, using multiple platforms and back-office systems

Client Servicing: Respond to client queries professionally and efficiently, ensuring the highest standards of service are maintained

Administrative Support: Maintain and update client records, scan and file documentation, and assist with compliance checks

Liaising with Providers: Communicate with product providers to obtain up-to-date policy information and resolve any queries

Meeting Preparation: Assist advisers with meeting packs and any follow-up actions post-meeting



Person Specification:



Previous experience in a wealth management or financial planning environment is preferred

Knowledge of pensions, ISAs, investment bonds, and protection products

Proficient in financial platforms and back-office systems (e.g. Intelligent Office, Xplan, or similar)

Strong organisational and communication skills

High attention to detail and ability to work to deadlines



What the role is offering:



Competitive salary + discretionary bonus

Career development opportunities and support with professional qualifications (e.g. CII/RO exams)

A supportive, collaborative team culture

Flexible working options

25 days holiday + bank holidays



Email CV to **********@edenscott.com



This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at ***************@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent



Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work



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