Finance manager Work, Jobs in Loanhead, Mln (with Salaries)

Financial Planning Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
Quick apply
5d
Loans Pricing Manager
Lloyds Banking Group —Edinburgh
- £61,344 - £68,160 a year
- Full-time
- Hybrid work
- Banking
- Analytics
9d
Finance Manager - Planning and Analysis (12 Month FTC)
Lloyds Banking Group —Edinburgh
- £67,023 - £81,917 a year
- Full-time
- Hybrid work
- Continuous improvement
2d
AML and Financial Crime Lead
Burges Salmon —Edinburgh
- Hybrid work
- Communication skills
5d
Insurance Manager
Aukera —Edinburgh
- Hybrid work
- Analysis skills
- Contracts
- Communication skills
- Annual leave
Procurement Manager
Leonardo UK Ltd —Edinburgh
- £70,000 - £78,000 a year
- Full-time
- Hybrid work
- Leadership
- Flexible schedule
- Referral programme
Finance Manager/Management Accountant (Part-Time - 3 Days per Week)
VoucherCart —Edinburgh
- £28,500 - £33,000 a year
- Part-time
- Presentation skills
- Organisational skills
Quick apply
4d
Manager, Mergers & Acquisitions (M&A)
Boralex —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Engineering
Quick apply
Prudential Risk Manager
Nucleus Financial Group —Edinburgh
- Analysis skills
- Presentation skills
- Bachelor's degree
Senior Project Controller
Babcock International —Dunfermline
- £56,570 - £66,229 a year
- Full-time
- Hybrid work
- No degree
- Annual leave
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Senior Head of Finance (LW)
NHS Scotland —Glenrothes
- £76,888 - £82,251 a year
- Leadership
11d
Head of Finance
FWB —Livingston
- Full-time
Assistant Finance Manager - Planning and Analysis (12 Month FTC)
Lloyds Banking Group —Edinburgh
- £44,901 - £49,890 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Financial services
12d
Cluster Assistant Financial Controller
Malmaison —Edinburgh
- £30,400 a year
- Hospitality
- Hotel
- Cash handling
- Employee assistance programme
- Employee discount
Quick apply
12d
Tax Senior Manager - Equity Reward & Venture Capital
Cooper Parry —Edinburgh
- Full-time
- Remote
- Business development
- Mentoring
- Training & development
Trainee Credit Controller
hireful —Edinburgh
- £25,000 a year
- Organisational skills
- Communication skills
- Time management
- Work from home
Quick apply
Head of Credit, Edinburgh or London
Hampden Bank —Edinburgh
- Team management
- Training & development
- Leadership
- Annual leave
- Employee assistance programme
Global Pay Equity Manager
Renesas Electronics —Edinburgh
- Full-time
- Analysis skills
- Bachelor's degree
- No degree
Quick apply
Senior Credit Risk Portfolio Management Lead
Barclays —Edinburgh
- Team management
- Mentoring
- Leadership

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finance manager jobs near loanhead, mln

Financial Planning Client Administrator

Evelyn Partners -
Edinburgh

Quick apply

Job details

Fixed term contract
5 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Meeting coordination
GCSE
Administrative support experience
Organisational skills
Financial services
Customer interaction
National 5
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working from home.

As a Client Administrator , your responsibilities will include among others:

Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour
Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings
Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information.
Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority
Prepare client reports and handle withdrawal and drawdown requests efficiently
Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction

Qualifications

To be successful in this role, you should possess:

National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE)
Previous administrative experience working within financial services / wealth management / third party provider
Excellent organisational skills with the ability to prioritise tasks and manage time effectively
Outstanding communication skills
Understanding of financial planning and wealth management processes/ products
Adaptability and willingness to learn in a dynamic financial services environment

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

finance manager jobs in loanhead, mln

Financial Planning Client Administrator

Loans Pricing Manager

Finance Manager - Planning and Analysis (12 Month FTC)

AML and Financial Crime Lead

Insurance Manager

Procurement Manager

Finance Manager/Management Accountant (Part-Time - 3 Days per Week)

Manager, Mergers & Acquisitions (M&A)

Prudential Risk Manager

Senior Project Controller

Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Senior Head of Finance (LW)

Head of Finance

Assistant Finance Manager - Planning and Analysis (12 Month FTC)

Cluster Assistant Financial Controller

Tax Senior Manager - Equity Reward & Venture Capital

Trainee Credit Controller

Head of Credit, Edinburgh or London

Global Pay Equity Manager

Senior Credit Risk Portfolio Management Lead

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