Wealth Administrator Opportunity - Glasgow
Join Our Clients Vibrant Wealth Management Team!
Are you a proactive, detail-oriented professional with a passion for financial services? We're looking for a Wealth Administrator to support our clients Financial Advisers in delivering top-notch client service.
Key Responsibilities:
* Be the first point of contact for client enquiries
* Prepare Client Agreements and manage adviser diaries
* Organise client reviews and prepare meeting packs
* Draft client communications, including Suitability Reports
* Provide technical support and conduct financial research
What They Offer:
* A collaborative and supportive team environment
* Opportunities for professional development and additional qualifications
* The chance to build and strengthen client relationships
Key Skills:
* Experience in a similar role within financial services
* Good understanding of financial services products and processes
* Strong organisational and communication skills
* High attention to detail and ability to manage workloads
* Proficiency in IO, MS Office and financial services platforms
Why Join Our Clients Team?
1. Highly competitive salary DOE
2. Hybrid working
3. H...