Job Description

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Our client, a leading wealth management firm in Edinburgh, is seeking a Team Administrator to support a client-facing team, ensuring efficient, accurate, and compliant administration on a permanent basis. The role is varied and offers a clear development pathway within Investment Management, with the firm actively supporting employees through professional qualifications. This is an excellent long-term opportunity to develop a career and progress within a highly regarded organisation.
Essential Skills/Experience:

• Interest in financial markets and the wider workings of investment management
• Experience in a similar role as an Administrator within Wealth or Investment Management preferred but not essential
• Ability to engage diverse clients, Professional Adviser, investment managers and product providers
• Proven organisation, planning and prioritising skills
• Ability to understand and assimilate complex information
• An aptitude for oral, written and presentation skills

Core Responsibilities:

• Ensure that administrative and client support is provided to the highest level, in a timely fashion, with a high level of accuracy
• Completing client KYC data amendments and account amendments
• Answering client queries on the phone and email
• Opening, scanning and saving post to client files
• Assist with formal reporting query resolution
• Liaising with relevant stakeholders for the effective onboarding of clients
• Assisting with meeting preparation including printing and binding client and Professional Adviser reports and presentations
• Ensure that all ad hoc administrative projects and delivered to the highest standards and in a timely and accurate fashion
• Processing ISA subscriptions
• Completing payments instructions from clients
• Successfully communicate with external clients and internal stakeholders
• Ensure that all company policy and procedures are implemented successfully, identifying further enhancements where appropriate
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16320
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM

Skills Required