Login to Apply

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
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:

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

What's in It for You?

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

This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer.

To apply, please send your CV and cover letter to (url removed). Due to the volume of applications, only shortlisted candidates will be contacted. We look forward to reviewing your application.

**If you are currently registered with Office Angels and interested in this role please contact your consultant directly by email**

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website