At a Glance
- Tasks: Support advisers and clients with essential administrative tasks in financial services.
- Company: Join a dynamic team at Eden Scott, a leader in wealth management.
- Benefits: Enjoy flexible working, competitive salary, and 25 days holiday plus bank holidays.
- Other info: This role is based in Glasgow; apply if you meet the experience requirements.
- Why this job: Grow your career in finance while working in a supportive and collaborative culture.
- Qualifications: Previous experience in wealth management and knowledge of financial products is preferred.
The predicted salary is between 28800 - 48000 £ per year.
Eden Scott's client is seeking an individual who is detail-oriented, client-focused, and looking to grow your career in financial services. Our client is seeking an Investment Administrator to support their advisers and clients with a variety of essential administrative tasks. You'll play a key role in ensuring smooth and efficient operations across our wealth management services.
Key Responsibilities:
- New Business Processing: Accurately process applications for pensions, investments, protection, and other financial products, liaising with providers and clients throughout the process.
- Fund Switches & Rebalances: Action fund switch instructions and ensure updates are reflected accurately on internal systems.
- Valuations: Prepare client valuation reports ahead of reviews and meetings, using multiple platforms and back-office systems.
- Client Servicing: Respond to client queries professionally and efficiently, ensuring the highest standards of service are maintained.
- Administrative Support: Maintain and update client records, scan and file documentation, and assist with compliance checks.
- Liaising with Providers: Communicate with product providers to obtain up-to-date policy information and resolve any queries.
- Meeting Preparation: Assist advisers with meeting packs and any follow-up actions post-meeting.
Person Specification:
- Previous experience in a wealth management or financial planning environment is preferred.
- Knowledge of pensions, ISAs, investment bonds, and protection products.
- Proficient in financial platforms and back-office systems (e.g. Intelligent Office, Xplan, or similar).
- Strong organisational and communication skills.
- High attention to detail and ability to work to deadlines.
What the role is offering:
- Competitive salary + discretionary bonus.
- Career development opportunities and support with professional qualifications (e.g. CII/RO exams).
- A supportive, collaborative team culture.
- Flexible working options.
- 25 days holiday + bank holidays.
Email CV to Karen.Kerr@edenscott.com
Please only apply if you have the above experience and can work in Glasgow.
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent. Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
Investment Administrator in Glasgow employer: Eden Scott
Eden Scott is an excellent employer for those looking to advance their careers in financial services, particularly in the vibrant city of Glasgow. With a strong emphasis on professional development, including support for qualifications and a collaborative team culture, employees enjoy a flexible working environment and competitive benefits, making it a rewarding place to grow and thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in Glasgow
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as pensions and ISAs. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with people who can provide insights about the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your organisational skills and attention to detail. Consider creating a mock client record or valuation report to demonstrate your ability to manage information accurately, which is crucial for this position.
✨Tip Number 4
Research the financial platforms and back-office systems mentioned, like Intelligent Office or Xplan. Familiarity with these tools can give you an edge and show your commitment to the role when you apply through our website.
We think you need these skills to ace Investment Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in wealth management or financial planning. Emphasise your knowledge of pensions, ISAs, and investment products, as well as any proficiency with financial platforms.
Craft a Strong Cover Letter:Write a cover letter that showcases your attention to detail and client-focused approach. Mention specific examples of how you've successfully managed administrative tasks in previous roles.
Highlight Relevant Skills:In your application, clearly outline your organisational and communication skills. Provide examples of how you've worked under deadlines and maintained high standards of service.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the Investment Administrator role.
How to prepare for a job interview at Eden Scott
✨Know Your Financial Products
Familiarise yourself with the various financial products mentioned in the job description, such as pensions, ISAs, and investment bonds. Being able to discuss these confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, prepare examples from your past experiences where your attention to detail made a significant impact. This could be in processing applications or preparing client reports.
✨Prepare for Client Scenarios
Think about potential client queries you might encounter in this role and how you would handle them. Practising responses to common questions can help you demonstrate your client servicing skills during the interview.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your time and organise tasks effectively. Providing specific examples of how you've successfully juggled multiple responsibilities in previous roles will highlight your suitability for the position.
