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Kickstart your career in finance with a thriving wealth management practice in Edinburgh City Centre. Work in a fast-paced environment supporting expert Financial Advisers while gaining hands-on experience and professional development opportunities.
Job Responsibility:
Processing business transactions with accuracy and efficiency
managing emails and ensuring timely responses
overseeing office supplies and purchases
providing crucial support to fee earners and advisers
keeping spreadsheets and databases up to date
handling client queries via phone, email, and written communication
assisting with investment and mortgage business processing
preparing for client meetings with research and documentation
welcoming clients into our Edinburgh office and making them feel at home
scheduling appointments, managing diaries
helping with personal and business project management
Requirements:
Administrative experience
a tech-savvy individual with strong office software skills
a confident communicator, both written and verbal
a proactive team player with a client-first mindset
a self-motivated problem solver who thrives in a dynamic environment
What we offer:
Professional development and career progression opportunities
a creative, supportive, and collaborative work culture