Wealth Management Administrator

Administration
Fife
March 8, 2026
Permanent
Urgent

Job Description

Wealth Management Administrator Permanent Dunfermline Competitive Annual Salary

Your new company
You’ll be joining a well established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high quality client service.

Your new role
As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast paced, structured role ideal for someone who enjoys organisation, problem solving, and building strong working relationships.

  • Act as a primary point of contact for client queries and ongoing service needs
  • Prepare and issue review packs, valuations, fact finds, and meeting documentation
  • Process new business applications across pensions and investments
  • Liaise with product providers to obtain information and track application progress
  • Maintain accurate client records and ensure all documentation meets compliance standards
  • Support advisers and paraplanners with workflow, information gathering, and meeting preparation
  • Manage diaries, schedule client review meetings, and coordinate administrative tasks

What you’ll need to succeed
To be successful in this highly visible role, you will have:

  • Highly organised, methodical, and detail focused
  • Strong communication skills and a proactive, positive attitude.
  • Ability to manage multiple tasks and work well under pressure.
  • Enjoys working collaboratively within a team.
  • Experience in administrative or financial services roles is essential.
  • Familiarity with financial planning systems and provider platforms is beneficial.
  • Confident using Microsoft Office applications.
  • Understanding of financial products is helpful, though full training will be provided.

    • What you’ll get in return

    • Competitive salary
    • Workplace pension and life cover.
    • Access to an Employee Assistance Programme, including virtual GP services.
    • Discounts through employee reward platforms.
    • Access to wellbeing and fitness resources.
    • Regular one to one meetings to support personal development.
    • Client and staff referral bonuses.
    • Opportunities to participate in wellbeing or ESG focused groups.
    • A supportive, friendly working environment within a strong team culture.

    What you need to do now
    If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.
    If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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