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Wealth Management Administrator

Job description

Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.

The Jobholder will also support the Commercial Director with his day to day management responsibilities, and oversee the smooth running of the Edinburgh office.

Key Responsibilities

  • Key client contact: phone calls, arranging meetings, etc
  • Organising advisers diary
  • Managing client reviews/Preparing Meeting Packs
  • Preparing of Client Agreements and Agendas
  • Drafting Client communications including some Suitability Reports
  • Managing post meeting actions
  • Delivering support in a profitable manner, making use of existing and new technology

Office Management:

  • Management of meeting room diaries
  • Meeting/greeting clients and external guests, and preparation of client refreshments
  • Liaise with third party IT support, Building Managers, oversight of office supplies etc

Support of Commercial Director;

  • Diary management and oversight of inbox
  • Managing actions, preparation of meeting agendas and papers

Experience & Knowledge

  • Efficient in all MS Office applications, platforms and websites
  • Understanding and knowledge of financial services products, providers and regulation

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.