Wealth Administrator Job at Brewin Dolphin (Cardiff)

Administrative Assistant

Kickstart your career in finance by joining a dynamic financial practice in Edin...

Location

United Kingdom , Edinburgh

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

Professional development and career progression opportunities
A creative, supportive, and collaborative work culture
Comprehensive training to sharpen your skills

Fulltime

Administrative Assistant

Kickstart Your Career in Wealth Management - Join Our Dynamic Team in Edinburgh!...

Location

United Kingdom , Edinburgh

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

Professional development and career progression opportunities
A creative, supportive, and collaborative work culture
Comprehensive training to sharpen your skills

Fulltime

Client Administrator

As part of the Client Relations (Wealth Management) team, you will be responsibl...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

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

Client Relationship Coordinator / Administrator

As part of the Client Relations (Wealth Management) team, you will be responsibl...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

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

Administrative Assistant

The Administrative Assistant will provide onsite admin and operational support t...

Location

United States , New York

Salary:

75000.00 - 90000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

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

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

Finance Administrator / Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...

Location

United Kingdom , Edinburgh

Salary:

23000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Fulltime

Paralegal - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-establis...

Location

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

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

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

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

Administrative Assistant

Kickstart Your Career in Finance- Join Our Client's Dynamic Team in Edinburgh! A...

Location

United Kingdom , Edinburgh

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

Professional development and career progression opportunities
a creative, supportive, and collaborative work culture
comprehensive training to sharpen your skills

Fulltime

Wealth Administrator

Brewin Dolphin

Location:
United Kingdom , Cardiff

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 01, 2026

Expiration:
February 10, 2026

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Expiration:February 10, 2026

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