Wealth Management Administrator
IDEX Consulting
- Glasgow
- £35,000 per year
- Permanent
- Full-time
- Key client contact: phone calls, arranging meetings, etc
- Organising advisers diary
- Managing client reviews/Preparing Meeting Packs
- Preparing of Client Agreements and Agendas
- Drafting Client communications including some Suitability Reports
- Managing post meeting actions
- Delivering support in a profitable manner, making use of existing and new technology
- Management of meeting room diaries
- Meeting/greeting clients and external guests, and preparation of client refreshments
- Liaise with third party IT support, Building Managers, oversight of office supplies etc
- Diary management and oversight of inbox
- Managing actions, preparation of meeting agendas and papers
- Efficient in all MS Office applications, platforms and websites
- Understanding and knowledge of financial services products, providers and regulation