Wealth Administrator
3 Days Old
Wealth Administrator Clydebank (Hybrid) £28,000 – £35,000 + benefits
Join a well-established independent financial advisory firm with a strong reputation and decades of success in the market. You’ll work in a close-knit, experienced team where mentoring and training are part of the culture - and where your technical admin skills will be genuinely valued.
This is a varied and interesting role, ideal if you enjoy working across a wide range of financial planning tasks. You’ll be supported to build your knowledge and work towards professional qualifications, all while contributing to a business that puts clients first and operates with integrity.
What you’ll do
You’ll support the advice team by managing a mix of client and business administration, including:
Preparing and maintaining accurate client records
Supporting advisers with research, documentation, and suitability reports
Liaising with providers and third parties to gather information
Ensuring compliance with FCA regulations and internal procedures
Handling new business processing, including pensions, investments, and protection
Recording all client communications clearly and compliantly
Supporting the delivery of excellent client service across the board
What you’ll need
Experience in fin...
- Location:
- Clydebank
- Salary:
- £28,000 - £35,000 per annum, Inc benefits
- Category:
- Admin, Office, Secretarial & PA