COMPANY DESCRIPTION

Tweed Wealth Management provides forward-thinking financial planning solutions for individuals, families, and business owners. We take a holistic approach, offering a full range of services from investment and tax planning to retirement preparation. We help our clients achieve long-term financial security and our reputation is built on professionalism, trust, and a commitment to exceptional client service.

We are seeking a full-time Client Administrator to join our team in Edinburgh. This is an on-site role, where you will play a key part in supporting our financial planners and ensuring a smooth client experience.Day-to-day responsibilities include:

• Managing client communication and correspondence
• Processing and maintaining client documentation
• Analysing and updating client information
• Supporting financial planners with a variety of administrative tasks
• Helping ensure the efficient delivery of our services

This is an excellent opportunity for someone who is organised, proactive, and client-focused, with an interest in building a career within wealth management.
Job Type: Full-time

Language:

• English (preferred)

Work Location: In perso