Wealth management administrator Work, Jobs in Falkirk, Fal (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Investment Operations Analyst
JPMorganChase —Edinburgh
- Full-time
- English
- Analysis skills
- Continuous improvement
18h
Property Administrator
FNZ —Edinburgh
- Full-time
- Microsoft Office
- Continuous improvement
- Organisational skills
1d
Kitchen Administrator - EICC
Levy —Edinburgh
- £18,000 a year
- Part-time
- Customer service
- Annual leave
- Employee assistance programme
Contact Centre Team Manager 6 months FTC
Scottish Friendly —Glasgow
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
1d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- From £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
Paraplanner
RGH‑Global Limited —Edinburgh
- £35,000 - £45,000 a year
- Full-time
- Hybrid work

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Wealth Management Administrator
RGH‑Global Limited —Edinburgh
Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
£32,000 - £37,000 a year
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
Owns and drives the product roadmap to meet business goals and provide a leading client and product experience.

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Wealth Management Administrator

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent | Full-time
£32,000 - £37,000 a year

Qualifications

Investment
Financial planning
Meeting coordination
Stakeholder collaboration
Stakeholder liaison
Administrative support experience
Internal department liaison
Financial services
Customer interaction
Communication skills
Client onboarding compliance checks

Full job description

Location: Edinburgh (hybrid working available)

Salary range: £32,000-£37,000

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

Maintain accurate and compliant client documentation in line with company standards.
Support Wealth Planners in submitting cases to paraplanning and related teams.
Manage financial administration, including invoices, billing, work in progress, and commission tracking.
Prepare service agreements and client documentation with precision.
Demonstrate flexibility in supporting different stakeholders and business areas as needed.
Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

Previous Administration experience (essential)
Understanding of the end-to-end wealth planning process (desirable)
Familiarity with a broad range of financial planning and investment products (desirable)
Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable)
Ability to identify and escalate potential compliance concerns appropriately.
Strong client service and communication skills.
Excellent attention to detail and high level of accuracy.

Apply Now

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wealth management administrator jobs in falkirk, fal

Wealth Management Administrator

Investment Operations Analyst

Property Administrator

Kitchen Administrator - EICC

Contact Centre Team Manager 6 months FTC

Senior Paraplanner

Paraplanner

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