Job Description
Wealth Management Administrator | Permanent | Dunfermline | Competitive Annual Salary
Your new company You’ll be joining a well‑established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high‑quality client service.
Your new role As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast‑paced, structured role ideal for someone who enjoys organisation, problem‑solving, and building strong working relationships.
* Act as a primary point of contact for client queries and ongoing service needs
* Prepare and issue review packs, valuations, fact finds, and meeting documentation
* Process new business applications across pensions and investments
* Liaise with product providers to obtain information and track application progress
* Maintain accurate client records and ensure all documentation meets compliance standards
* Support advisers and paraplanners with workflow, information gathering, and meeting preparation
* Manage diaries, schedule client review meetings, and coordinate administrative tasks
What you'll need to succeed To be successful in this highly visible role, you will have:
* Highly organised, methodical, and detail‑focused
* Strong communication skills and a proactive, positive attitude.
* Ability to manage multiple tasks and work well under pressure.
* Enjoys working collaboratively within a team.
* Experience in administrative or financial services roles is essential.
* Familiarity with financial planning systems and provider platforms is beneficial.
* Confident using Microsoft Office applications.
* Understanding of financial products is helpful, though full training will be provided.
What you'll get in return
o Competitive salary
o Workplace pension and life cover.
o Access to an Employee Assistance Programme, including virtual GP services.
o Discounts through employee reward platforms.
o Access to wellbeing and fitness resources.
o Regular one‑to‑one meetings to support personal development.
o Client and staff referral bonuses.
o Opportunities to participate in wellbeing or ESG‑focused groups.
o A supportive, friendly working environment within a strong team culture.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. # 4777085