Wealth Management Administrator

Utopian Professional Recruitment are delighted to be working with our Glasgow based client who are looking to expand their team with a Wealth Management Administrator.

This opportunity would suit someone with a minimum of 2-3 year of experience within a wealth management administration role. The ideal candidate will already understand the wealth management sector including the compliance and regulations as well as being competent in drafting correspondence to clients and partners.

Your key responsibilities will include:

• Providing day to day administration support to the Wealth Managers
• Ensure records are updated accurately and regularly for new clients
• Be a key point of contact on the phone to investment and insurance companies.
• Provide support in administering the sales and purchases of new investments
• Ensuring investment reconciliation is completed and up to date.
• Collate together and provide valuation and custody statements to the client
• Ad hoc administrative tasks

To be considered for this opportunity, our client does require the following background / experience:

• Demonstrate at least 2 years relevant experience in a similar role
• Working knowledge of industry compliance
• A recognised administration or other relevant qualification, or at least working towards one.
• A strong knowledge of the investment process
• Excellent communication in a professional environment
• Can do attitude
• Proactive and able to work without direction

Benefits

Full Time opportunity working Monday to Friday 9-5pm

Health and Wellbeing package | 30 days holiday | Additional holiday purchase scheme | Special leave for major life events

Company Pension | Private healthcare |Career planning | Select free legal services

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit this position as soon as possible.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.