Job description
Wealth Management Administrator
Salary: £32, - £38,
Location: Glasgow
Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team.
This is an office-based role (hybrid), and the successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business.
Key Responsibilities
1. Key client contact: phone calls, arranging meetings, etc
2. Organising advisers diary
3. Managing client reviews/Preparing Meeting Packs
4. Preparing of Client Agreements and Agendas
5. Drafting Client communications including some Suitability Reports
6. Managing post meeting actions
7. Delivering support in a profitable manner, making use of existing and new technology
Office Management:
8. Management of meeting room diaries
9. Meeting/greeting clients and external guests, and preparation of client refreshments
10. Liaise with third party IT support, Building Managers, oversight of office supplies etc
Support of Commercial Director;
11. Diary management and oversight of inbox
12. Managing actions, preparation of meeting agendas and papers
Experience & Knowledge
13. Efficient in all MS Office applications, platforms and websites
14. Understanding and knowledge of financial services products, providers and regulation