Account administrator Work, Jobs in Scotland (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Moniaive Playcare Business Administrator
Moniaive Playcare —Moniaive
- £16 an hour
- Part-time
- Hybrid work
- Budgeting
- Communication skills
Quick apply
1d
Edinburgh office - Hybrid Reception and accounts administrator role
Limetree Developments West ltd —Edinburgh
- £26,437 - £31,200 a year
- Part-time
- Hybrid work
- QuickBooks
- Front desk
- Computer skills
- Free parking
- Work from home
Quick apply
2h
Office Administrator HR and Payroll Experience
Glow Social Care —Bathgate
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
Quick apply
Part Time Administrator Glasgow Fort
Chisholm Hunter Ltd —Glasgow
- From £12.71 an hour
- 8 hour shift
- Microsoft Office
- Communication skills
- Employee discount
Quick apply
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
Finance Administrator (UK)
Sign Language Interactions Ltd —Glasgow
- Up to £28,000 a year
- Monday to Friday
- Communication skills
- Sick pay
Quick apply
6d
Accounts, Administration and Customer Service Apprenticeships
Complete IT Systems —Glasgow
- Full-time
- Organisational skills
- Time management
Accounts & Administration Assistant
Headon Developments —St. Andrews
- From £27,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Writing skills
- Free parking
- Annual leave
Quick apply
Finance and Office Administrator
The Society of Sports Therapists —Glasgow
- Up to £17,500 a year
- Part-time
- Hybrid work
- QuickBooks
- Communication skills
- Work from home
- Sick pay
Quick apply
Electrical Office Administrator / Job Scheduler
CSS Electrical (previously Stirling Electrical Services) —Stirling
- £28,000 a year
- Full-time
- Microsoft Word
- Databases
- Accounting
- Free parking
Quick apply
Office Administrator
Independent Oilfield Services Limited —Peterhead
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Writing skills
- Organisational skills
Quick apply
1d
Bookkeeper / Accounts Administrator - Part Time
ELECTRO-TEK (SCOTLAND) LTD —Aberdeen
- £14 - £16 an hour
- Part-time
- Computer literacy
- Computer skills
- In-person
- Free parking
Quick apply
Payments Administrator
Moray Council —Elgin
- £14.68 an hour
- Temporary
- Customer service
- Computer literacy
- Organisational skills
1d
Accounts Assistant
Studio Botter Accounting and Business Advisory —Paisley
- £2,300 - £2,700 a month
- Full-time
- In-person
- Communication skills
- Free parking
- Sick pay
Quick apply
3d
Trainee Purchase Ledger Clerk
Chemify Ltd —Glasgow
- Organisational skills
- Communication skills
- Time management
Quick apply
Office and Administration Assistant
GroundsCo —Dumfries
- £13 - £14 an hour
- Full-time
- Microsoft Word
- CRM software
- Computer literacy
Quick apply
Accounting Assistant & Payroll Administrator - Fixed Term
Coherent —Glasgow
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
Finance Assistant/Administrator
ML Photonic Ltd —Dunfermline
- £28,000 - £35,000 a year
- Full-time
- Computer skills
- In-person
- Communication skills
Quick apply
2d
Accounts Administrator
Made for Trade Windows —Glasgow
- £28,000 - £31,000 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
Quick apply
5d

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account administrator jobs near scotland

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

account administrator jobs in scotland

Wealth Management Administrator

Moniaive Playcare Business Administrator

Edinburgh office - Hybrid Reception and accounts administrator role

Office Administrator HR and Payroll Experience

Part Time Administrator Glasgow Fort

HR & Payroll Administrator

Finance Administrator (UK)

Accounts, Administration and Customer Service Apprenticeships

Accounts & Administration Assistant

Finance and Office Administrator

Electrical Office Administrator / Job Scheduler

Office Administrator

Bookkeeper / Accounts Administrator - Part Time

Payments Administrator

Accounts Assistant

Trainee Purchase Ledger Clerk

Office and Administration Assistant

Accounting Assistant & Payroll Administrator - Fixed Term

Finance Assistant/Administrator

Accounts Administrator

I want to receive the latest job alerts for account administrator in scotland

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