Financial services Work, Jobs in Edinburgh, Edh (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
256957 (AW) Assistant Finance Manager - Projects
NHS Scotland —Edinburgh
- £52,845 - £61,466 a year
- Accounting
- Annual leave
- Flexible schedule
5d
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Anti-Financial Crime Analyst (Adviser Platform)
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee discount
11d
Finance Assistant
Veranova L P —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Continuous improvement
- Annual leave
- Life insurance
Quick apply
2d
Finance Assistant
TBCo —Edinburgh
- Part-time
- Hybrid work
- Communication skills
Quick apply
5d
Finance Assistant
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Data analysis skills
- Analysis skills
- School
- Annual leave
- Flexible schedule
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
Finance Manager/Management Accountant (Part-Time - 3 Days per Week)
VoucherCart —Edinburgh
- £28,500 - £33,000 a year
- Part-time
- Presentation skills
- Organisational skills
Quick apply
AML and Financial Crime Lead
Burges Salmon —Edinburgh
- Hybrid work
- Communication skills
Accountants Assistant - Hospitality
Virgin Hotels —Edinburgh
- Full-time
- Hotel
- Analysis skills
- In-person
- Annual leave
- Employee assistance programme
Quick apply
12d
Accounts Assistant/Purchase Ledger Clerk
St Andrews Timber & Building Supplies Ltd —Edinburgh
- £26,000 - £32,000 a year
- Full-time
- Computer literacy
- Data entry
- In-person
- Employee discount
Quick apply
9d
HR & Payroll Administrator
Petroassist UK Limited —Loanhead
- Up to £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Life insurance
Quick apply
Investment Operations Analyst
JPMorganChase —Edinburgh
- Full-time
- English
- Analysis skills
- Continuous improvement
3d
Finance Assistant
Improvement Service —Livingston
- £29,532 - £31,412 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Annual leave
Account Relationship Consultant
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Financial services
- Training & development
- Communication skills
- Annual leave
Senior Specialist - Middle Office Client Services
Franklin Templeton Investments —Edinburgh
- Full-time
- Master's degree
- Business
- Leadership
Accounts Administrator
Company Bakery —Musselburgh
- From £30,000 a year
- Full-time
- Bakery
- In-person
- Communication skills
- Employee discount
Quick apply
2d
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- 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

financial services jobs in edinburgh, edh

Wealth Management Administrator

Junior Investment Associate

256957 (AW) Assistant Finance Manager - Projects

Client Services Associate (Graduate)

Anti-Financial Crime Analyst (Adviser Platform)

Finance Assistant

Finance Assistant

Finance Assistant

Assistant Banking Manager, Edinburgh

Finance Manager/Management Accountant (Part-Time - 3 Days per Week)

AML and Financial Crime Lead

Accountants Assistant - Hospitality

Accounts Assistant/Purchase Ledger Clerk

HR & Payroll Administrator

Investment Operations Analyst

Finance Assistant

Account Relationship Consultant

Senior Specialist - Middle Office Client Services

Accounts Administrator

Client Services Associate

I want to receive the latest job alerts for financial services in edinburgh, edh

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