Financial Adviser jobs in Grangemouth

Recruit UK is looking for an Investment Administrator to join a distinguished wealth management firm based in Edinburgh. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting relationships with clients.

Role Overview

As an Investment Administrator, you will play a pivotal role in ensuring the quality of service is maintained to the highest standards.

Key Responsibilities

• Administrative Support: Provide support to Investment Managers, Portfolio Managers, clients, and introducers, ensuring smooth operations.
• Client & Account Management: Handle client queries, process KYC and account amendments, and manage ISA/LISA/JISA subscriptions.
• Transaction Processing: Facilitate internal/external cash and stock transfers, initiate payments, and ensure Investment Managers are updated.
• Document & Meeting Preparation: Scan and file post, prepare reports and presentations, and assist with onboarding new clients.
• Regulatory & Compliance Adherence: Maintain compliance with FCA Conduct Rules while building strong relationships with clients and introducers.

Benefits

• Pension & Protection: Competitive contributory pension, life assurance, income protection, and critical illness cover.
• Health & Wellbeing: 30 days annual leave (with carry-over and purchase options), private medical insurance, employee assistance program, and optional health benefits (dental, health cash plan, discounted assessments, partner/dependent insurance).
• Leisure & Lifestyle: Generous family leave, green car and cycle-to-work schemes, season ticket loan, gym discounts, and professional subscriptions.
• Additional Benefits: Hybrid working, volunteering day, Sharesave scheme, £150 personal development fund, discounts, and discounted investment solutions.

Skills & Experience Required

• Experience in investment administration within Wealth or Investment Management, with a strong interest in financial services.
• Strong organisational skills, attention to detail, and ability to prioritise effectively.
• Excellent communication and engagement skills with clients, advisers, Investment Managers, and stakeholders, driven by a passion for delivering successful outcomes.

About Recruit UK

Recruit UK specialises in connecting talented professionals within the financial services industry. With over 100,000 financial services connections, we leverage our extensive network to match professionals with roles suited to their skills and aspirations.

Our Commitment to You

• Personalised approach: We start every journey by getting to know you and understanding your career goals.
• Honest insights: We provide constructive feedback on your positioning in the job market.
• Vast network: We connect you with your ideal role, or if we believe you’re already in the right place, we’ll let you know.
• Holistic focus: Your career satisfaction matters beyond financial gain.
• Nationwide reach: Our regional teams offer local expertise with national connections.
• Respectful communication: We reach out when it’s relevant; no unnecessary follow-ups.

Job Title: Investment Administrator

Industry: Financial Services

Location: Edinburgh

Salary: up to £31,000

Job Reference: 9574

Job Type: Full-time

Pay: £26,000.00-£31,000.00 per year

Benefits:

• Company pension
• Work from home

Schedule:

• Monday to Friday

Application question(s):

• Do you have administration experience in Investment or Wealth Management? (no answer will discredit your application)

Work Location: Hybrid remote in Edinburgh EH2 1EL