Planner Work, Jobs in Edinburgh (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Planner
AliveDx —Penicuik
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
- Annual leave
Junior Project Manager
British Council —Edinburgh
- £31,000 - £34,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
Resource and Scheduling Planner, Kirkton Service Centre, 507.56
West Lothian Council —Livingston
- £32,134 - £34,011 a year
- Customer service
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
7d
Part-time Finance and Admin. Assistant
Studio MB —Edinburgh
- £26,500 - £28,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
1d
Experienced Maintenance Planner/Scheduler - full time
Building Finishing Services UK Ltd. —Edinburgh
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Supervising experience
- Organisational skills
Quick apply
1d
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Sustainable Mobility Planners (Varying grades)
Pell Frischmann —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
Photographer/Floor Planner Full Time
Planography Ltd —Edinburgh
- £27,000 - £29,000 a year
- Full-time
- Travel
- Up to 25% travel
Quick apply
10d
Planner
Montagu Evans —Edinburgh
- Full-time
- Business development
- Presentation skills
- Communication skills
Travel Trade & Business Development Coordinator
Islander UK Ltd —Edinburgh
- £30,000 - £34,000 a year
- Full-time
- Sales
- Business development
- Organisational skills
- Free parking
- Employee discount
Quick apply
3d
Production Planner
Lazy Day Foods Ltd —Shotts
- From £38,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Bakery
- Free parking
- Health & wellbeing programme
Quick apply
10d
Events Technical Production Planner
Edinburgh International Conference Centre —Edinburgh
- From £31,500 a year
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Employee discount
Quick apply
2d
Senior Detail Planner - Fixed Term Contract
Babcock International —Dunfermline
- £45,284 - £52,872 a year
- Overtime
- ERP systems
- Annual leave
3d
Mobile Vending Merchandiser
Vending Services Ltd —Central Belt
- £13 an hour
- Full-time
- Merchandising
- English
- Supervising experience
Quick apply
1d
Logisitics and Warehouse & Warrenty Coordinator
Canadian Solar SSES (UK) Ltd. —Edinburgh
- Bachelor's degree
- No degree
- Travel
- Annual leave
Quick apply
Reliability Manager
Fox's Burton's Companies —Edinburgh
- Day shift
- Bakery
- Continuous improvement
- Team management
Water Opportunities - Scotland
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
Principal or Associate Transport Planner
SLR Consulting —Edinburgh
- Full-time
- Hybrid work
- Business development
- Mentoring
- Leadership
- Annual leave
- Employee assistance programme
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme

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Wealth Management Administrator

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent | Full-time
£32,000 - £37,000 a year

Qualifications

Investment
Financial planning
Meeting coordination
Stakeholder collaboration
Stakeholder liaison
Administrative support experience
Internal department liaison
Financial services
Customer interaction
Communication skills
Client onboarding compliance checks

Full job description

Location: Edinburgh (hybrid working available)

Salary range: £32,000-£37,000

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

Maintain accurate and compliant client documentation in line with company standards.
Support Wealth Planners in submitting cases to paraplanning and related teams.
Manage financial administration, including invoices, billing, work in progress, and commission tracking.
Prepare service agreements and client documentation with precision.
Demonstrate flexibility in supporting different stakeholders and business areas as needed.
Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

Previous Administration experience (essential)
Understanding of the end-to-end wealth planning process (desirable)
Familiarity with a broad range of financial planning and investment products (desirable)
Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable)
Ability to identify and escalate potential compliance concerns appropriately.
Strong client service and communication skills.
Excellent attention to detail and high level of accuracy.

Apply Now

Refine Your Search

planner jobs in edinburgh

Wealth Management Administrator

Planner

Junior Project Manager

Resource and Scheduling Planner, Kirkton Service Centre, 507.56

Part-time Finance and Admin. Assistant

Experienced Maintenance Planner/Scheduler - full time

Junior Investment Associate

Sustainable Mobility Planners (Varying grades)

Photographer/Floor Planner Full Time

Planner

Travel Trade & Business Development Coordinator

Production Planner

Events Technical Production Planner

Senior Detail Planner - Fixed Term Contract

Mobile Vending Merchandiser

Logisitics and Warehouse & Warrenty Coordinator

Reliability Manager

Water Opportunities - Scotland

Principal or Associate Transport Planner

Senior Co-ordinator

I want to receive the latest job alerts for planner in edinburgh

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