Financial advisory occupations Work, Jobs in Edinburgh, Sct (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
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Team management
- Communication skills
Financial Planner
Charles Stanley —Edinburgh
- Full-time
- Mentoring
- Leadership
- Communication skills
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
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Principal Pensions Associate
Gallagher Benefit Services —Edinburgh
- Full-time
- Analysis skills
- Team management
- Communication skills
IFA Client Support
Whyte Sharp Independent —Edinburgh
- From £26,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
8d
Associate Director Financial Planning
Evelyn Partners —Edinburgh
- Full-time
- Hybrid work
- Business development
- Communication skills
Quick apply
Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Manager
Swiss Life Global Solutions —Edinburgh
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Paraplanner
RGH‑Global Limited —Edinburgh
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
Team Leader SIPP and SSAS Administration
Punter Southall Group —Edinburgh
- Full-time
- Team management
- SharePoint
- Leadership
- Gym membership
Administrator
Lowland Financial Services Ltd —Dunfermline
- Temporary
- CRM software
- Analysis skills
- Travel
- Free parking
- Work from home
Quick apply
8d
Financial Planning - Director
Mazars —Edinburgh
- Hybrid work
- Business development
- Team management
- Leadership
Paraplanner
Seven Investment Management —Edinburgh
- Microsoft Word
- Writing skills
- Continuous improvement
2d

I want to receive the latest job alerts for financial advisory occupations in edinburgh, sct

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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 advisory occupations jobs in edinburgh, sct

Wealth Management Administrator

Junior Investment Associate

Client Services Associate (Graduate)

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Financial Planner

Wealth Manager - Coutts

Client Services Associate

Principal Pensions Associate

IFA Client Support

Associate Director Financial Planning

Senior Paraplanner

Senior Manager

Paraplanner

Team Leader SIPP and SSAS Administration

Administrator

Financial Planning - Director

Paraplanner

I want to receive the latest job alerts for financial advisory occupations in edinburgh, sct

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected