Wealth Planning Administrator

Financial Planning & Pensions Recruitment Specialist | Connecting Talent with Leading Financial Services Firms

One of the UK’s top 10 Wealth Management firms are seeking an experienced Administrator to join their Glasgow office.

Responsibilities

• Dealing with any administrative work for clients and ensuring all client data is recorded on the back‑office system
• Processing new business applications
• Obtaining valuations
• Preparing meeting packs
• Supporting the Planner’s workflow by efficiently coordinating central services
• Preparing and submitting CDD and new account paperwork for client onboarding
• Arranging client meetings and managing the Wealth Planner’s diary
• Preparing letters of authority for signing
• Acting as a point of contact for clients

Qualifications

Previous administration experience within a Wealth Management business, plus an understanding of different pension and investment products, and experience using a range of provider platforms and back‑office systems.

Benefits

This is an exciting opportunity to join an established company at its growth stage and to grow and develop within the role. Hybrid working is on offer with a home/office split.

How to Apply

If you think you have the skills required, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Job Details

• Seniority level: Associate
• Employment type: Full‑time
• Job function: Administrative
• Industries: Financial Services and Investment Management
• Location: Glasgow, Scotland, United Kingdom