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- Tasks: Support Financial Planners and ensure a seamless client experience in a fast-paced environment.
- Company: Join a leading Wealth Management firm in Edinburgh with a focus on exceptional client service.
- Benefits: Gain valuable experience in a professional setting with opportunities for growth.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in Wealth Management or Financial Services administration is preferred.
- Other info: Proactive, team-oriented individuals will thrive in this role.
The predicted salary is between 28800 - 43200 £ per year.
Eden Scott is delighted to be supporting a leading Wealth Management firm in the search for a Wealth Administrator to join their growing team in Edinburgh. This is an excellent opportunity for an experienced administrator who is passionate about delivering exceptional client service in a professional, fast‑paced environment.
As a Wealth Administrator, you will play a key role in supporting Financial Planners and ensuring a seamless client experience. You’ll handle a variety of administrative tasks, from preparing client documentation to liaising with product providers, all while maintaining compliance and accuracy.
Key Responsibilities- Provide full administrative support to Financial Planners
- Prepare client meeting packs and documentation
- Manage accurate data entry on back‑office systems (e.g., Intelliflo)
- Handle client onboarding, valuations, and transactional processes
- Liaise with clients and providers via phone and email
- Ensure all regulatory requirements (AML, KYC) are met
- Assist with general office duties and team support
- Previous experience in Wealth Management or Financial Services administration
- Strong organizational and communication skills
- High attention to detail and ability to manage multiple priorities
- Proficiency with back‑office systems (Intelliflo experience advantageous)
- A proactive, team‑oriented approach
Wealth Processing Administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Processing Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨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 tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine in front of the hiring managers.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Wealth Processing Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Processing Administrator role. Highlight your experience in Wealth Management or Financial Services, and don’t forget to mention any relevant back-office systems you’ve used, like Intelliflo.
Showcase Your Skills: In your application, emphasise your strong organisational and communication skills. We want to see how you manage multiple priorities and ensure accuracy in your work, so give us examples!
Be Professional Yet Personable: When writing your cover letter, strike a balance between professionalism and a friendly tone. We’re looking for someone who can deliver exceptional client service, so let your personality shine through while keeping it professional.
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 this exciting opportunity with a leading Wealth Management firm.
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Familiarise yourself with key terms and processes, especially those related to client onboarding and compliance. This will show that you're not just a great administrator but also someone who understands the industry.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss how you manage multiple priorities and stay organised in a fast-paced environment. Share specific examples from your past experience where your organisational skills made a difference, especially in preparing client documentation or managing data entry.
✨Communicate Clearly
Since you'll be liaising with clients and providers, it's crucial to demonstrate strong communication skills. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewer about their communication style and team dynamics.
✨Be Proactive and Team-Oriented
Highlight your proactive approach and ability to work well in a team. Share instances where you took the initiative to improve processes or support your colleagues. This will resonate well with the interviewers, as they’re looking for someone who can seamlessly integrate into their growing team.
