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- Tasks: Support clients and advisers with smooth onboarding and accurate administration.
- Company: Reputable financial services firm in Glasgow with a collaborative culture.
- Benefits: Full-time role with hybrid working and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in client service.
- Qualifications: 1-2 years in financial services, strong communication, and attention to detail.
- Other info: Exciting chance to develop skills in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
Eden Scott is delighted to be working with a highly reputable financial services firm to recruit a Wealth Administrator & Support professional to join their growing team in Glasgow. This is an excellent opportunity for a motivated and organised individual with strong administration experience and a genuine passion for delivering outstanding client service. The role is full‑time with hybrid working and offers the chance to develop within a supportive, collaborative environment.
As part of the wider client servicing team, you will play a key role in ensuring smooth client journeys, accurate administration, and the highest standard of professional support to both clients and advisers. This role is suited to someone who is proactive, detail‑focused and eager to contribute to continuously improving processes and operational excellence.
Key Responsibilities- Respond promptly and professionally to client queries, providing clear, accurate and thorough communication.
- Obtain policy information, product details, quotations and illustrations from providers.
- Manage new client onboarding from first contact through to the point of investment, ensuring a positive and compliant experience.
- Process and submit new business applications, ensuring accuracy, efficiency and proactive follow‑up with providers.
- Prepare documentation for client meetings and annual financial reviews, including product literature, illustrations, forms and agreements.
- Maintain high standards of compliance, adhering to internal procedures and FCA requirements while ensuring all client data is handled securely (including AML and GDPR obligations).
- Support continual development of internal processes as part of a collaborative and forward‑thinking team.
- Minimum 1-2 years’ experience within the financial services industry.
- Experience using iO is highly advantageous, though not essential.
- Strong technical understanding of investments, pensions and family wealth planning.
- Excellent written and verbal communication skills.
- Exceptional attention to detail and a commitment to accuracy.
- Proven track record in delivering outstanding client service.
- Strong IT proficiency, including confident use of Microsoft Office packages.
- Understanding of the needs of Financial Advisers and the regulatory environment in which they operate.
This role will not provide Sponsorship.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
Wealth Administrator in Milton employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator in Milton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Wealth Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase your passion for delivering outstanding client service during the interview.
✨Tip Number 3
Practice your communication skills! As a Wealth Administrator, you'll need to respond promptly and professionally to client queries. Role-play common scenarios with a friend to build your confidence and ensure you can articulate your thoughts clearly.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to get noticed by recruiters who are looking for motivated individuals like you.
We think you need these skills to ace Wealth Administrator in Milton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and detail your proactive approach. We love seeing candidates who are eager to contribute to improving processes, so let that enthusiasm come through!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents reflect the high standards we uphold at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our fantastic team!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around investments, pensions, and family wealth planning. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you've delivered outstanding client service. Think about specific situations where you went above and beyond to help a client or resolved a tricky issue. This will demonstrate your proactive approach and commitment to client satisfaction.
✨Be Detail-Oriented
Since this role requires exceptional attention to detail, be ready to discuss how you ensure accuracy in your work. You might want to share methods you use to double-check your work or how you handle compliance with regulations like AML and GDPR.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions prepared. Ask about the team dynamics, opportunities for professional development, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.