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Wealth Management Admin/Office Support Associate, Edinburgh
Client: IDEX Consulting
Location: Edinburgh, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 4dba9885fbc4
Job Views: 3
Posted: 21.05.2025
Expiry Date: 05.07.2025
Job Description:
Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role focusing on providing wealth management administrative support to the wider advisory team.
This is an office-based role. The successful candidate will seek to understand the business model, the role of the financial adviser, and the systems used to support the business.
Key Responsibilities
* Managing client reviews and preparing meeting packs
* Preparing client agreements and agendas
* Drafting client communications, including some suitability reports
* Managing post-meeting actions
* Delivering support efficiently, utilizing existing and new technology
Office Management:
* Managing meeting room diaries
* Greeting clients and external guests, and preparing client refreshments
* Liaising with third-party IT support, building managers, and overseeing office supplies
Support of Commercial Director:
* Diary management and inbox oversight
* Managing actions and preparing meeting agendas and papers
Experience & Knowledge
* Proficiency in MS Office applications, platforms, and websites
* Understanding of financial services products, providers, and regulations
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