Client Administrator (Wealth Management)

Location: Edinburgh, with office locations also stated in London, United Kingdom. Full-time office attendance is required during the six-month probation period, followed by a hybrid pattern of three days in the office and two days working from home.

Company

UK wealth management firm providing personalised investment management and financial planning advice.

What you will do

• Provide full administrative support to Financial Planners and help deliver positive client outcomes.
• Build client relationships and maintain regular contact.
• Liaise with operational teams on scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Proven experience in financial planning or wealth management.
• Experience in client support or Financial Planner support.
• Strong knowledge of ISAs, SIPPs, pensions, investments, and bonds.
• Strong client-service, communication, relationship-building, planning, and organisational skills.
• Ambition to build a career in financial services and willingness to learn and develop.

Culture & Benefits

• Structured training and competency programme supporting personal and professional development.
• Ongoing study and qualification opportunities.
• Collaboration with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, pension contribution, and generous holiday allowance.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive workplace with employee resource groups and diversity, equity, and inclusion initiatives.