CrawlJobs Logo

Wealth Administrator

brewin.co.uk Logo

Brewin Dolphin

Location Icon

Location:
United Kingdom , Aberdeen

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Job offer has expired

Job Description:

We have an exciting opportunity for a Wealth Administrator to join our high performing Wealth Management team in our Aberdeen office. In this pivotal role, you’ll be the backbone of our day to day client account operations, ensuring seamless administration and exceptional service delivery. As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.

Job Responsibility:

  • Communicate with Wealth Managers and their Associates, providing support with administration duties
  • Preparation and processing of all new client documentation and amendments
  • Monitor transfers of assets/cash from other institutions
  • Support ISA subscriptions and transfers
  • Processing of payments clients
  • Support with receptionist duties when needed
  • Liaise with colleagues within Business Support regarding administration of client accounts
  • Ensure client details and reviews are recorded correctly on systems
  • General record keeping and electronic filing
  • Adhering to Conduct Risk standards

Requirements:

  • Experience in administration within Wealth Management
  • Excellent attention to detail
  • Ability to work on own initiative to achieve required results

Nice to have:

  • Intermediate knowledge of Office 365 Suite and Outlook
  • Willingness to work to obtain qualifications relevant to the role
What we offer:
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Additional Information:

Job Posted:
April 15, 2026

Expiration:
April 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Brewin Dolphin - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Wealth Administrator

Administrative Assistant

Kickstart your career in finance by joining a dynamic financial practice in Edin...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
25000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
What we offer
What we offer
  • Professional development and career progression opportunities
  • A creative, supportive, and collaborative work culture
  • Comprehensive training to sharpen your skills
  • Fulltime
Read More
Arrow Right

Administrative Assistant

Kickstart Your Career in Wealth Management - Join Our Dynamic Team in Edinburgh!...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
25000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Administrative experience
  • Tech-savvy with strong office software skills
  • Confident communicator, both written and verbal
  • Proactive team player with a client-first mindset
  • Self-motivated problem solver who thrives in a dynamic environment
Job Responsibility
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
What we offer
What we offer
  • Professional development and career progression opportunities
  • A creative, supportive, and collaborative work culture
  • Comprehensive training to sharpen your skills
  • Fulltime
Read More
Arrow Right

Client Administrator

As part of the Client Relations (Wealth Management) team, you will be responsibl...
Location
Location
United Kingdom , Taunton
Salary
Salary:
24000.00 - 26500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in administration
  • Meticulous attention to detail and accuracy
  • Organised and self-motivated
  • Exceptional customer service skills with a flexible and adaptable approach
  • IT literate
  • Personable, presentable, and punctual
  • Excellent communication and interpersonal abilities
Job Responsibility
Job Responsibility
  • Efficiently handling all client enquiries
  • Preparing refreshments for client and company meetings
  • Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
  • Liaising with providers to ensure seamless service delivery
  • Competently using various software packages for data entry and monitoring the company client database
  • Providing efficient client relations support through regular communication
  • Coordinating and implementing office procedures with the Head of Client Relations
  • Sorting and distributing incoming post and organising outgoing post
  • Booking meeting rooms and conference facilities as needed
What we offer
What we offer
  • Generous Pension Scheme
  • 30 Days Annual Leave, plus Bank Holidays, a day off for your birthday and an additional 2 extra days off for Christmas shutdown
  • Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
  • Comprehensive Induction Programme
  • Annual Salary Review
  • Annual Bonus Scheme
  • Employee Assistance Program
  • Supportive Company Culture with Excellent Values
  • Modern, bright, open-plan, and luxurious offices
  • Impressive staff room and fully equipped gym with showers and changing room facilities
  • Fulltime
Read More
Arrow Right

Client Relationship Coordinator / Administrator

As part of the Client Relations (Wealth Management) team, you will be responsibl...
Location
Location
United Kingdom , Taunton
Salary
Salary:
24000.00 - 26500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in administration
  • Meticulous attention to detail and accuracy
  • Organised and self-motivated
  • Exceptional customer service skills with a flexible and adaptable approach
  • IT literate
  • Personable, presentable, and punctual
  • Excellent communication and interpersonal abilities
Job Responsibility
Job Responsibility
  • Efficiently handling all client enquiries
  • Preparing refreshments for client and company meetings
  • Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
  • Liaising with providers to ensure seamless service delivery
  • Competently using various software packages for data entry and monitoring the company client database
  • Providing efficient client relations support through regular communication
  • Coordinating and implementing office procedures with the Head of Client Relations
  • Sorting and distributing incoming post and organising outgoing post
  • Booking meeting rooms and conference facilities as needed
What we offer
What we offer
  • Generous Pension Scheme
  • 30 Days Annual Leave, plus Bank Holidays, a day off for your birthday and an additional 2 extra days off for Christmas shutdown
  • Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
  • Comprehensive Induction Programme
  • Annual Salary Review
  • Annual Bonus Scheme
  • Employee Assistance Program
  • Supportive Company Culture with Excellent Values
  • Modern, bright, open-plan, and luxurious offices
  • Impressive staff room and fully equipped gym with showers and changing room facilities
  • Fulltime
Read More
Arrow Right

Administrative Assistant

The Administrative Assistant will provide onsite admin and operational support t...
Location
Location
United States , New York
Salary
Salary:
75000.00 - 90000.00 USD / Year
arrowsearchpartners.com Logo
Arrow Search Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required
  • 3-5 years of relevant admin experience
  • Knowledge of Concur and DocuSign a plus
  • Exceptional interpersonal and organization skills
  • Proficient in Microsoft Office
Job Responsibility
Job Responsibility
  • Internal and external meetings management including reserving rooms and catering where applicable
  • Management of the teams calendars
  • Coordinate domestic travel schedules and itineraries including flight, hotel, and car rental reservations
  • Prepare expense reports using Concur
  • Provide support to the tax team and other offices throughout the country
  • Provide project management for assigned projects when needed
  • Fulltime
Read More
Arrow Right

Finance Administrator / Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
23000.00 - 26000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Confident, professional, and comfortable liaising with clients and external partners
  • Organised, detail-oriented, and thrives under pressure
  • A strong communicator with a knack for discretion and confidentiality
  • IT-proficient, numerically sharp, and ready to solve problems proactively
Job Responsibility
Job Responsibility
  • Supporting Financial Advisers with top-tier administrative and paraplanning assistance
  • Preparing key client documentation-think reports, valuations, illustrations, and quotes
  • Processing new business paperwork, ensuring accuracy and compliance with quality standards
  • Responding to client and third-party queries with professionalism and efficiency
What we offer
What we offer
  • Hybrid working model
  • Supportive and collaborative team culture
  • Clear pathways for professional growth and development
  • Fulltime
Read More
Arrow Right

Paralegal - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-establis...
Location
Location
Salary
Salary:
Not provided
pbnlaw.com Logo
Porzio, Bromberg & Newman, P.C.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree preferred
  • Paralegal Certificate, from an ABA-approved program, preferred
  • Project management experience or training preferred
  • A minimum of three (3) years of relevant experience
  • Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative
  • Strong verbal, written, analytical, organizational and interpersonal skills
  • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload
  • Flexibility in schedule to travel on company/client-related business
  • A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit
Job Responsibility
Job Responsibility
  • Obtain letters of administration, testamentary, and trusteeship
  • Assist with bonding process for administrators, executors, and trustees
  • Maintain and prepare fiduciary accountings
  • Manage estate administration process (including calendaring and coordination of document collection process with clients)
  • Prepare state and federal tax returns (including estate, inheritance and gift tax returns)
  • Prepare estate and trust settlement agreements, refunding bonds and releases
  • Prepare surrogate court filings
  • Calculate fiduciary commissions
  • Assist clients to fund trusts and retitle assets
What we offer
What we offer
  • Medical, Dental, and Vision insurance
  • 401(k) retirement plan with employer matching
  • Individual and Dependent Life Insurance
  • Short- and Long-Term Disability
  • Paid Time Off
  • Paid Holidays
  • Employee Assistance Programs
  • Fulltime
Read More
Arrow Right

Administrative Assistant

Kickstart Your Career in Finance- Join Our Client's Dynamic Team in Edinburgh! A...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
25000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Administrative experience
  • tech-savvy individual with strong office software skills
  • confident communicator, both written and verbal
  • proactive team player with a client-first mindset
  • self-motivated problem solver who thrives in a dynamic environment
Job Responsibility
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
What we offer
What we offer
  • Professional development and career progression opportunities
  • a creative, supportive, and collaborative work culture
  • comprehensive training to sharpen your skills
  • Fulltime
Read More
Arrow Right
Remote jobs Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog Salaries About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy