Kickstart Your Career in Wealth Management – Join Our Dynamic Team in Edinburgh!
Are you a motivated graduate looking to break into the world of wealth management? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre! We’re looking for a proactive Administrative Assistant to support our client’s team of expert Financial Advisers in delivering exceptional client experiences!
- Role: Administrative Assistant
- Location: Edinburgh City Centre
- Salary: £25,000 per annum
Why Join Us?
- Be at the heart of a thriving wealth management practice
- Enjoy a flexible, entrepreneurial work environment
- Gain hands-on experience in financial services
- Build strong client relationships and contribute creative ideas
- Receive expert training and opportunities for career growth
What You’ll Be Doing:
- 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 (no cold calling!)
- Helping with personal and business project management
Who We’re Looking For:
- 1-2 years of administrative experience (financial services preferred)
- 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’s in It for You?
- Professional development and career progression opportunities
- A creative, supportive, and collaborative work culture
- Comprehensive training to sharpen your skills
If you’re eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth – we want to hear from you!
Apply now and take the first step towards an exciting future in financial services!
To apply, please send your CV and cover letter to edinburgh@office-angels.com. Due to the volume of applications, only shortlisted candidates will be contacted. We look forward to reviewing your application.
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