Wealth Administrator

Eden Scott’s client is seeking a highly organised and proactive Wealth/IFA Administrative Assistant to join their small, friendly team in the heart of Edinburgh. This is a fantastic opportunity to support a group of experienced Financial Advisers in a dynamic and professional environment.You’ll play a key role in ensuring the smooth running of our operations by providing essential administrative support. From preparing client reports to managing diaries and handling investment processing, your attention to detail and ability to multitask will be highly valued.This role is full time in the office Monday – FridayKey ResponsibilitiesSupport a small team of Financial Advisers with day-to-day admin tasksGenerate client valuations and process income, investments, and transfersPrepare client meeting packs and reportsManage diaries and arrange client appointmentsHandle client queries professionally and efficientlyMaintain and update client records using systems including Intelligent Office (IO)Welcome clients to the office and provide general office support (filing, printing, etc.)Experience & KnowledgePrevious admin experience in an IFA or wealth management setting preferredUnderstanding of financial services or wealth managementComfortable working both independently and as part of a teamProven ability to meet deadlines and manage multiple tasksExperience with Intelligent Office (IO) is a plusSkills & AttributesStrong numeracy and accuracy in processing figuresExcellent written English and grammarHigh attention to detail and organisational skillsProficient in MS Outlook, Word, ExcelFriendly, reliable, and flexible approachPLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND CAN TRAVEL TO EDINBURGHEden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@ and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent

Created: 2025-09-10