Wealth planning Work, Jobs in Kelty, Fif (with Salaries)

Trainee Sales Associate (Investment 20/20)
Aegon UK —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
14d
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills
- Tax experience
Trainee Sales Associate (Investment 20/20)
Aegon —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
14d
Audit Manager
BDO —Edinburgh
- Full-time
- Project management
Trainee Sales Associate (Investment 20/20)
Aegon Asset Management —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
14d
Trust Coordinator
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
17h
Administrator - Private Client - Edinburgh
Anderson Strathern —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- IT
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
CASS and Regulatory Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Financial services
- Annual leave
- Employee discount
1d
Business Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
- Annual leave
- Employee discount
1d
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
Business Assurance Adviser
St. James's Place —Edinburgh
- Analysis skills
- Organisational skills
- IT
- Annual leave
12d
Senior Risk Manager
Nucleus Financial Group —Edinburgh
- IT
- Annual leave
Building Services Technician
Raytheon —Glenrothes
- Weekend availability
- Maintenance
- Continuous improvement
- In-person
- Sick pay
12d
Senior Events Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Salesforce
- Project management
- Travel
- Annual leave
- Employee discount
Head of Operational Resilience & Continuity
FNZ —Edinburgh
- Full-time
- Military
- Master's degree
- Bachelor's degree
8d
Financial Planner
Charles Stanley —Edinburgh
- Full-time
- Mentoring
- Leadership
- Communication skills
Portfolio Manager (Cazenove Edinburgh)
Schroders —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Operations delivery lead - Pension
SECCL —Edinburgh
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Leadership
- Tax experience
- Employee discount
Associate Director Financial Planning
Evelyn Partners —Edinburgh
- Full-time
- Hybrid work
- Communication skills
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Trainee Sales Associate (Investment 20/20)

Aegon UK -
Edinburgh

Apply Now

Job details

Full-time
Up to £35,000 a year
14 days ago

Benefits

Company pension

Qualifications

Sales
Organisational skills
Communication skills

Full job description

Job Description Summary

Job Description

Trainee Sales Associate (Investment 20/20) – 12-month FTC

Location: Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 3-days per week)

Salary: Up to £35,000 (depending on the experience you can bring)

Closing date: Thursday 9 July 2026

Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers.

We help people live their best lives. We help them with the big stuff, for the moments that matter.

We are looking for a Trainee Sales Associate to support our International Sales team. In this role, you’ll play a key part in building and maintaining professional relationships with clients across our EMEA and APAC markets, working closely with Sales professionals and Client Service Managers.

This is an excellent opportunity for a motivated individual looking to develop a career in asset management, combining client relationship management, sales support, and market insight.

Key responsibilities:

Support the International Sales team in managing client relationships across EMEA and APAC, including building contact lists and sourcing new opportunities

Assist with client servicing and enquiries, ensuring timely, professional responses

Maintain accurate records of sales and marketing activity using internal systems

Act as a key link between Sales and internal teams (e.g. Product, Marketing, Investment Specialists) to support sales initiatives

Assist in the creation of sales materials and client communications

Support the planning and delivery of client events, including invitations, logistics, and follow-up

Build strong working relationships internally and contribute to team meetings and sales activity

Develop knowledge of AAM products and investment markets

Ensure compliance with regulatory requirements and adopt a client-first approach in all activities

We’d love to hear from you if you:

Strong interest in financial services and investment markets

Desire to build technical knowledge of investment funds

Excellent communication and interpersonal skills

Strong organisational skills with attention to detail

Ability to build relationships both internally and externally

Self-motivated, proactive, and able to work both independently and as part of a team

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognise that delivering excellent client outcomes, comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We serve a diverse, ever-changing world. It's tough, but we work tirelessly to leave things better than we find them. If that sounds like the sort of place you'd like to work, hit the "Apply" button.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer:

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.

Apply Now

Refine Your Search

wealth planning jobs in kelty, fif

Trainee Sales Associate (Investment 20/20)

RBC Brewin Dolphin – Wealth Paraplanner

Trainee Sales Associate (Investment 20/20)

Audit Manager

Trainee Sales Associate (Investment 20/20)

Trust Coordinator

Administrator - Private Client - Edinburgh

Client Services Associate

CASS and Regulatory Analyst

Business Manager

International Market Lead, Middle East

Business Assurance Adviser

Senior Risk Manager

Building Services Technician

Senior Events Manager

Head of Operational Resilience & Continuity

Financial Planner

Portfolio Manager (Cazenove Edinburgh)

Operations delivery lead - Pension

Associate Director Financial Planning

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