Eden Scott is delighted to be supporting a leading Wealth Management firm in the search for a Wealth Administrator to join their growing team in Edinburgh. This is an excellent opportunity for an experienced administrator who is passionate about delivering exceptional client service in a professional, fast‑paced environment.
As a Wealth Administrator, you will play a key role in supporting Financial Planners and ensuring a seamless client experience. You’ll handle a variety of administrative tasks, from preparing client documentation to liaising with product providers, all while maintaining compliance and accuracy.
Key Responsibilities
* Provide full administrative support to Financial Planners
* Prepare client meeting packs and documentation
* Manage accurate data entry on back‑office systems (e.g., Intelliflo)
* Handle client onboarding, valuations, and transactional processes
* Liaise with clients and providers via phone and email
* Ensure all regulatory requirements (AML, KYC) are met
* Assist with general office duties and team support
Person Specification
* Previous experience in Wealth Management or Financial Services administration
* Strong organizational and communication skills
* High attention to detail and ability to manage multiple priorities
* Proficiency with back‑office systems (Intelliflo experience advantageous)
* A proactive, team‑oriented approach
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
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 on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent
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