Wealth Administrator, Aberdeen.
Role Description
We are seeking an experienced Wealth Administrator to support our Financial Planning team in delivering our high quality, consistent client service, based at our head office in Blenheim House, Aberdeen.
In this full-time, hybrid role, you will play a key part in our team, collaborating with our team to deliver and maintain, a great client experience. This is a varied role, in a fast-paced environment, managing everything from annual review scheduling, communicating with clients to processing instructions and maintaining accurate records. You will work closely with our Financial Planners and Paraplanners to ensure our clients receive timely, compliant, and high-quality service.
The ideal candidate will combine strong administrative skills with excellent organisational and time management abilities, ideally with an understanding of financial planning processes and regulatory compliance. You will take ownership of your workload, build trusted relationships with colleagues and clients, and make positive contributions to a collaborative team environment.
This is an excellent opportunity to join our team at a time of significant development for our firm. We would be interested to hear from those with experience in financial services, and are interested to play a vital role in helping clients achieve their financial goals.
Company Description
AC Wealth is one of the largest independent financial planning firms in Scotland, providing comprehensive financial planning services to private clients and businesses across the UK. With trust and integrity as core values, the team remains committed to delivering independent, client-focused advice. The company’s goal is to help clients achieve their life aspirations while confidently managing their present and future financial needs.
AC Wealth offers a range of fantastic employee benefits from study support, generous holiday entitlement and support through our Careers Pathways Programme. Please send your CV to ***email_hidden***
Vacancy posted 25 days ago
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