Wealth management Work, Jobs in Edinburgh (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Communication skills
6d
Trust Coordinator
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
9d
International Market Lead, Middle East
National Westminster Bank PLC —Edinburgh
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Hotel
- Travel
- Banking
- Annual leave
Solution Consultant
FNZ —Edinburgh
- Full-time
- Hybrid work
- No degree
- Financial services
- Communication skills
- Life insurance
Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
8d
Contract Business Analyst – Investment Management
Projentum —Edinburgh
- £70,000 a year
- In-person
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
8d
Account Manager - UK Adviser Sales Business Development (Edinburgh based)
BlackRock Investments —Edinburgh
- Hybrid work
- Sales
- Bachelor's degree
- No degree
- Work from home
Financial Reporting Accountant
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
- Annual leave
- Employee discount
11d
Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Azure
- AWS
- Computer networking
CASS and Regulatory Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Financial services
- Annual leave
- Employee discount
11d
Client Data Analyst
JPMorganChase —Edinburgh
- Full-time
- Spanish
- Communication skills
11d
Front of House (Temporary)
The Progeny Group Limited —Edinburgh
- Temporary
- Hospitality
- Microsoft Excel
- Microsoft Outlook
Quick apply
9d
Compliance Officer
Franklin Templeton Investments —Edinburgh
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
5d
Managing Legal Counsel (12 months)
National Westminster Bank PLC —Edinburgh
- From £27,090 a year
- Full-time
- Hybrid work
- Hotel
- Financial services
- Leadership
- Annual leave
Legal Counsel, Technology, Commercial & Litigation
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Microsoft Outlook
- Financial services
- Annual leave
- Employee discount
Senior Finance Business Partner / Financial Analyst
Plexus —Livingston
- Hybrid work
- Microsoft Excel
- ERP systems
- Accounting
- Annual leave
- Employee assistance programme
Project Manager
FNZ —Edinburgh
- Full-time
- Master's degree
- Bachelor's degree
- No degree
Office Coordinator (Part Time)
Lane Clark & Peacock —Edinburgh
- Part-time
- Microsoft Excel
- Administrative experience
- IT
- Annual leave
- Employee discount

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Wealth Management Administrator

RGH‑Global Limited
Edinburgh

Apply Now

Job details

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

Qualifications

Financial planning
Communication skills

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

wealth management jobs in edinburgh

Wealth Management Administrator

Trust Coordinator

International Market Lead, Middle East

Solution Consultant

Client Administrator

Contract Business Analyst – Investment Management

Client Services Associate (Graduate)

Client Services Associate

Account Manager - UK Adviser Sales Business Development (Edinburgh based)

Financial Reporting Accountant

Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation

CASS and Regulatory Analyst

Client Data Analyst

Front of House (Temporary)

Compliance Officer

Managing Legal Counsel (12 months)

Legal Counsel, Technology, Commercial & Litigation

Senior Finance Business Partner / Financial Analyst

Project Manager

Office Coordinator (Part Time)

I want to receive the latest job alerts for wealth management in edinburgh

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