Wealth Administrator

Utopian Professional Recruitment are working partnership with our Glasgow based client who are expanding and looking to recruit a Wealth Administrator to join them on a full time basis, please note this role with be a fixed term contract for 12mths.

Working within the professional services sector, you will provide independent market advice whilst promoting, protecting and passing on client wealth.

Role Responsibilities

• Work as a Wealth Planner within our clients’ busy Private Client Department
  
• You will provide investment administrative support to the Wealth Planning team
  
• Recording of new business and commissions
  
• Dealing with investment sales and purchases
  
• Investment reconciliations and providing valuations and custody statements for clients
  
• Daily telephone contact with investment and insurance companies / other product providers
  
• Support with ad hoc project and tasks where required
  

To be considered for this opportunity, our client does require the following experience /background:

• Offer a background working within Wealth Management
  
• Strong administrative skills
  
• Positive and proactive outlook
  
• Comfortable working as part of a small busy team
  
• Strong literacy and numeracy skills
  
• Strong technical capability
  
• Committed to providing a first-class service at all times
  
• Natural positive and proactive attitude
  

Reward

• Salary will depend on experience and will be discussed at time of application
  
• Generous holiday allowance
  
• Excellent training and a clear career path
  
• Pension
  
• Flexible working upon request
  
• Life Assurance
  
• Various incentives and rewards
  
• Opportunity to work from home
  
• Hours of Work – 33.75hrs per week (full time)
  
• This is a 12mth fixed term contract
  

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook

Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.

Requirements

Utopian Professional Recruitment are working partnership with our Glasgow based client who are expanding and looking to recruit a Wealth Administrator to join them on a full time basis, please note this role with be a fixed term contract for 12mths.

Working within the professional services sector, you will provide independent market advice whilst promoting, protecting and passing on client wealth.

Role Responsibilities

• Work as a Wealth Planner within our clients’ busy Private Client Department
  
• You will provide investment administrative support to the Wealth Planning team
  
• Recording of new business and commissions
  
• Dealing with investment sales and purchases
  
• Investment reconciliations and providing valuations and custody statements for clients
  
• Daily telephone contact with investment and insurance companies / other product providers
  
• Support with ad hoc project and tasks where required
  

To be considered for this opportunity, our client does require the following experience /background:

• Offer a background working within Wealth Management
  
• Strong administrative skills
  
• Positive and proactive outlook
  
• Comfortable working as part of a small busy team
  
• Strong literacy and numeracy skills
  
• Strong technical capability
  
• Committed to providing a first-class service at all times
  
• Natural positive and proactive attitude
  

Reward

• Salary will depend on experience and will be discussed at time of application
  
• Generous holiday allowance
  
• Excellent training and a clear career path
  
• Pension
  
• Flexible working upon request
  
• Life Assurance
  
• Various incentives and rewards
  
• Opportunity to work from home
  
• Hours of Work – 33.75hrs per week (full time)
  
• This is a 12mth fixed term contract
  

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook

Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.