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

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