A very exciting position has just arisen at this Wealth Management Firm with a base in Glasgow and Edinburgh

You will be part of a team providing full administrative support to a team of Financial Advisers and support colleagues.

Liaising with product providers, clients and other colleagues via written and verbal communication as directed by the Administration Manager.

Responsibilities

• Administration support to two Directors/Advisers
• Diary management for your assigned Directors/Advisers
• Ensuring that client documentation is prepared for Advisers' client meetings
• Back office system, Intelliflo and other Provider platforms and online portals
• Preparing client illustrations, application packs, letters of authority and welcome packs
• Issuing agency mandates and chasing timeously for requested information
• Responsible for ensuring that all regulatory paperwork (Anti Money Laundering, Know Your Client, Signed Agreements…) is gathered, in place and recorded prior to processing any new business
• Assist with delivering the full end to end process of on boarding new clients and products, transactional actions and closures
• Completion of client valuations including communication via email and telephone with third party product providers
• Booking rooms for staff and client meetings as required
• Answering telephones/video calls and communicating with clients or provider companies to assist with queries, setting up meetings for Advisers etc.
• Assist other members of the team as and when required, including help with training of other members of the administration team

Knowledge and Experience

• Experienced in financial services administration and with a willingness to constantly develop and challenge oneself
• Understand and have technical knowledge of how wrap platforms work and be comfortable using new platforms and web sites
• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)

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