Wealth Administrator

Wealth Administrator – Edinburgh

Join a team where precision meets purpose.

Are you an organised, detail-driven professional with a passion for supporting financial services? We’re looking for a Wealth Administrator to join our client’s dynamic team in Edinburgh, where your skills will help ensure the smooth running of operations and exceptional client service.

What You’ll Be Doing:

• Supporting senior colleagues with day-to-day administration tasks
• Communicating professionally with Financial Advisers and clients
• Preparing and processing new client documentation and updates
• Monitoring transfers of assets and cash
• Handling ISA subscriptions, transfers, and client payments
• Collaborating with Business Support to manage client accounts
• Maintaining accurate records and electronic filing
• Ensuring compliance with Conduct Risk standards

What You’ll Bring:

• Previous administration experience (essential) – full training provided
• Intermediate MS Word, Excel, and Outlook skills
• Strong attention to detail and accuracy in written and numerical tasks
• Clear, professional communication skills
• A proactive mindset with the ability to meet deadlines and prioritise workload
• A collaborative, flexible approach and willingness to support the wider team
• Adaptability and a commitment to our core values

On Offer:

• Highly comprehensive salary DOE
• Hybrid working
• Pension contribution up to 12%
• Group Life Insurance and Group Income Protection
• Flexible benefits including PMI and Critical Illness
• Share incentive scheme
• Continual development and support

Ready to make a difference?

If you're looking to grow your career in a supportive, professional environment, we’d love to hear from you. Submit your CV to avoid disappointment

Apply now and become a key part of our client’s success story.