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- Tasks: Support financial advisers and ensure clients receive exceptional service in a fast-paced environment.
- Company: Join a well-established, independent firm known for its strong values and collaborative culture.
- Benefits: Competitive salary, workplace pension, employee assistance programme, and wellness resources.
- Other info: Enjoy a supportive team culture with opportunities for personal development and career progression.
- Why this job: Make a real impact by helping clients manage their wealth and develop your skills.
- Qualifications: Organised, detail-focused, with strong communication skills and experience in administrative roles.
The predicted salary is between 28800 - 43200 £ per year.
You will be joining a well established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high quality client service.
As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast paced, structured role ideal for someone who enjoys organisation, problem solving, and building strong working relationships.
- Act as a primary point of contact for client queries and ongoing service needs
- Prepare and issue review packs, valuations, fact finds, and meeting documentation
- Process new business applications across pensions and investments
- Liaise with product providers to obtain information and track application progress
- Maintain accurate client records and ensure all documentation meets compliance standards
- Support advisers and paraplanners with workflow, information gathering, and meeting preparation
- Manage diaries, schedule client review meetings, and coordinate administrative tasks
To be successful in this highly visible role, you will have:
- Highly organised, methodical, and detail focused
- Strong communication skills and a proactive, positive attitude
- Ability to manage multiple tasks and work well under pressure
- Enjoys working collaboratively within a team
- Experience in administrative or financial services roles is essential
- Familiarity with financial planning systems and provider platforms is beneficial
- Confident using Microsoft Office applications
- Understanding of financial products is helpful, though full training will be provided
In return, you will receive:
- Competitive salary
- Workplace pension and life cover
- Access to an Employee Assistance Programme, including virtual GP services
- Discounts through employee reward platforms
- Access to wellbeing and fitness resources
- Regular one to one meetings to support personal development
- Client and staff referral bonuses
- Opportunities to participate in wellbeing or ESG focused groups
- A supportive, friendly working environment within a strong team culture
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Wealth Management Administrator in Dunfermline employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Dunfermline
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Wealth Management 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 values. Since this firm is all about collaboration and client service, think of examples from your past experiences that showcase your organisational skills and teamwork. We want to see how you can fit into their culture!
✨Tip Number 3
Practice your communication skills! As a Wealth Management Administrator, you'll be the go-to person for client queries. Role-play with a friend or family member to get comfortable explaining complex information clearly and confidently.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get your CV ready and hit that apply button!
We think you need these skills to ace Wealth Management Administrator in Dunfermline
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Wealth Management Administrator role. Highlight your organisational skills and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of how you've supported teams or managed client queries in the past, and let your personality shine through!
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and concise. Use straightforward language and structure your information logically to demonstrate your ability to communicate effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Familiarise yourself with common terms and concepts in wealth management, as this will show your potential employer that you're serious about the role and understand the industry.
✨Show Off Your Organisational Skills
Since the role requires a high level of organisation, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This could be anything from coordinating meetings to handling client queries efficiently.
✨Practice Your Communication
Strong communication skills are key for this position. Try to practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and how they relate to the job.
✨Be Proactive and Positive
During the interview, demonstrate your proactive attitude by asking insightful questions about the company culture and team dynamics. Show enthusiasm for the role and the opportunity to contribute to the team's success, as this will resonate well with the interviewers.