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Wealth Management Administrator
Job Summary
Advertiser
Salary / Rate
Posted
Hays
Neg
16th March 2026
Location
Start Date
Fife
Type
Job Sector
permanent
Accountancy
Your new company You'll 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. Your new role 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…
