Job Description
We are delighted to be supporting a highly reputable Scottish based firm recruit a Technical Administrator (Wealth Management) to join them on a full time, permanent basis.
Due to continued growth our client is proud to offer a highly approachable and collaborative working environment where you will also work as part of a great supportive team. They are an award-winning business and looking to recruit someone who shares their values and commitment.
Within this role you will be part of our clients’ financial planning team, where you will support advisers by preparing accurate client reviews, managing transactions, and maintaining high-quality documentation – all to ensure a seamless client experience.
Your responsibilities will include:
* Deliver accurate, comprehensive annual reviews within agreed timelines
* Prepare and issue annual financial reviews
* Complete drawdown reviews and provide technical input on tax and pension matters
* Accurately process client transactions (e.g., fund switches, withdrawals, contributions)
* Maintain client records and data across platforms
* Raise annual and quarterly fees and manage documentation for adviser submissions
* Submission of new business and inputting of data in back-office system (Intelliflo)
* Troubleshoot system issues and support ongoing service case management
* Assist with financial plan preparation and contribute to process improvements
* Provide technical and administrative support to advisers and colleagues
* Prepare and issue compliant documentation such as recommendation reports and deeds of assignment
To be considered for this opportunity, we are looking for the following:
* Experience working in a technical or administrative financial services role, ideally within financial planning or investment
* Hands-on experience in client account management and financial transactions
* Familiarity with platforms such as FE Analytics, Voyant, and MoneyInfo
* Strong knowledge of financial planning, pensions, investments, and related products
* Solid understanding of regulatory standards and compliance in documentation
* Excellent written and verbal communication skills
* High attention to detail with strong analytical and numerical abilities
* Proficient in Microsoft Office and financial software tools
* Effective multitasker with good organisational and time-management skills
* Collaborative team player who is adaptable and solution-oriented
A little more about the opportunity & benefits on offer:
* Working Hours – Monday to Friday 9-5pm / flexible around this
* Generous holiday allowance with the option to buy or sell holidays
* Excellent pension contribution
* Continuous training and support
* Life Insurance
* Perkbox
Next Steps
For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.
Equal Opportunities
Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.
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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.
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