Private client Work, Jobs in Dunfermline, Fif (with Salaries)

Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
Quick apply
Advocate
VoiceAbility —Edinburgh
- £24,500 - £29,500 a year
- Full-time
- Remote
- Travel
- Annual leave
- Employee assistance programme
Casual Front of House Assistant
Thomas Franks Ltd —Dunfermline
- Full-time
- Serving
- Customer service
- School
- Free parking
- Employee assistance programme
Quick apply
Sheriff Officer/Messenger-at-Arms (Fully qualified)
Stirling Park —Scotland
- £43,000 - £45,000 a year
- Full-time
- Negotiation
- Time management
- Health & wellbeing programme
- Annual leave
Quick apply
13d
Customer Service Specialist
Vegware —Edinburgh
- £27,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Computer literacy
- Continuous improvement
- Employee assistance programme
- Flexible schedule
Quick apply
Junior Account Executive (Graduate/Entry Level)
Pulsar Consulting Ltd —Edinburgh
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Employee discount
- Life insurance
Quick apply
14d
Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Computer Science
- Bachelor's degree
Client & Acquisitions Executive
Atkinsons Bullion & Coins —Edinburgh
- £32,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Computer skills
- Health & wellbeing programme
- Sick pay
Quick apply
6d
Account Relationship Consultant
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Financial services
- Training & development
- Communication skills
- Annual leave
Sales Development Representative
TCM Capital Limited —Perth
- From £25,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Bachelor's degree
- Annual leave
Quick apply
13d
Social Media Officer
University of Stirling —Stirling
- Full-time
- Marketing
- Social media management
- Computer literacy
Lead Swimming Teacher
Swim Now - Dunfermline —Dunfermline
- From £20 an hour
- First Aid Certification
- In-person
- Teaching
- Free parking
- Annual leave
Quick apply
12d
Occupational Health Advisor
Optima Health —Central Belt
- Up to £46,000 a year
- Full-time
- Remote
- Case management
- Travel
- Paid training
- Annual leave
Support Administrator
Lane Clark & Peacock —Edinburgh
- Part-time
- Hybrid work
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
- Employee discount
Property Manager - Residential
Cullen Property Ltd —Edinburgh
- £29,000 - £35,000 a year
- Full-time
- Hybrid work
- Project management
- Data entry
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
11d
Customer Service Adviser (Administration)
Aberdeen —Edinburgh
- From £24,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Continuous improvement
- Organisational skills
- Annual leave
- Employee discount
5d
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Business development
- Contracts
- Annual leave
Sustainable Mobility Planners (Varying grades)
Pell Frischmann —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
Community Engagement Coordinator
BAM Nuttall —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Travel
Broker Account Manager
LendingCrowd —Edinburgh
- From £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Data analysis skills
- Analysis skills
- Health & wellbeing programme
- Work from home
Quick apply

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private client jobs near dunfermline, fif

Client Administrator

Evelyn Partners -
Edinburgh

Quick apply

Job details

Fixed term contract

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
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

private client jobs in dunfermline, fif

Client Administrator

Advocate

Casual Front of House Assistant

Sheriff Officer/Messenger-at-Arms (Fully qualified)

Customer Service Specialist

Junior Account Executive (Graduate/Entry Level)

Client Delivery Advocate - Analyst

Client & Acquisitions Executive

Account Relationship Consultant

Sales Development Representative

Social Media Officer

Lead Swimming Teacher

Occupational Health Advisor

Support Administrator

Property Manager - Residential

Customer Service Adviser (Administration)

Renewable Energy Development Advisor - Associate

Sustainable Mobility Planners (Varying grades)

Community Engagement Coordinator

Broker Account Manager

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