Back to jobs

Personal Wealth Support Associate

Job description

Our client is a national firm of Financial Advisers who provide high quality financial planning and wealth management are seeking a Wealth Support Administrator for their Edinburgh branch.

The role
As first point of contact for clients, you will be at the heart of the relationship using various communication techniques all from the busy and dynamic Regional Hub. Understanding how you can help both their existing and potential clients, then finding the best route or solution for them, whether it be proactive, or client led.


  • Understanding customer's needs, aspirations and concerns to ensure they are provided with the right type of personalised support or service
  • Building rapport quickly and conversing professionally with clients and colleagues
  • Explaining the Financial Advice process
  • Managing the diary of the advisers
  • Gathering, analysing and providing information ahead of client meetings ensuring the Advisors have everything they need
  • Actioning incoming client queries via digital channels, email, telephone, and post

You will have experience as a Financial Services Administrator to be successful in your application.

In return you will receive a competitive salary and join a well-run business with great job satisfaction and excellent scope for career progression.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.