Wealth management Work, Jobs in Falkirk, Fal (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Communication skills
- Banking
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Investment Operations Analyst
JPMorganChase —Edinburgh
- Full-time
- English
- Analysis skills
- Continuous improvement
1d
Wealth Manager - Wealth Management
Barclays —Glasgow
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Contract Business Analyst – Investment Management
Projentum —Edinburgh
- £70,000 a year
- In-person
Senior Manager - Financial Advice (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —Edinburgh
- Remote
- English
- Business development
- Travel
8d
Engineering Lead – Wealth Management
Barclays —Glasgow
- Analysis skills
- Continuous improvement
- Team management
3d
Senior Manager - Investment Platforms (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —Edinburgh
- Remote
- English
- Business development
- Travel
8d
Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- AWS
- Agile
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
Sustainability & corporate responsibility manager
Avaloq —Edinburgh
- Full-time
- Hybrid work
- English
- Communication skills
Quick apply
Wealth Manager - Coutts
National Westminster Bank PLC —Edinburgh
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Hotel
- Business development
- Annual leave
3d
Principal Engineer – Wealth Management
Barclays —Glasgow
- Analysis skills
- Team management
- Mentoring
3d
Operational Excellence - Consultant/Senior Consultant
Capgemini —Glasgow
- Hybrid work
- Business development
- Presentation skills
- Continuous improvement
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills

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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

wealth management jobs in falkirk, fal

Wealth Management Administrator

Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP

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

Investment Operations Analyst

Wealth Manager - Wealth Management

Junior Investment Associate

Contract Business Analyst – Investment Management

Senior Manager - Financial Advice (Wealth Management & Retail Investments)

Engineering Lead – Wealth Management

Senior Manager - Investment Platforms (Wealth Management & Retail Investments)

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

Product Development and Implementation Senior Associate

Associate Wealth Planner

Sustainability & corporate responsibility manager

Wealth Manager - Coutts

Principal Engineer – Wealth Management

Operational Excellence - Consultant/Senior Consultant

Customer Service Brokerage Support

Customer Service Quality Control & Performance Coach

Client Services Associate (Graduate)

I want to receive the latest job alerts for wealth management in falkirk, fal

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