Financial advisory occupations 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
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
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- 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
Financial Adviser
Foster Denovo —Glasgow
- Full-time
- Business development
- Employee discount
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Team management
- Communication skills
Principal Pensions Associate
Gallagher Benefit Services —Edinburgh
- Full-time
- Analysis skills
- Team management
- Communication skills
Wealth Manager - Wealth Management
Barclays —Glasgow
Customer Contact Consultant
Aegon UK —Scotland
- £24,479 - £27,200 a year
- Full-time
- Remote
- Financial services
3d
Pension Administrator
XPS Pensions Group —Perth
- Full-time
- Quality control
- Mentoring
- Employee discount
- Referral programme
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Pensions Administrator
Broadstone Corporate Benefits Limited —Glasgow
- Full-time
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Outsourced Pensions Manager
Campbell Muir —Scotland
- Up to £80,000 a year
- Business development
Customer Contact Consultant
Aegon —Scotland
- £24,479 - £27,200 a year
- Full-time
- Remote
- Financial services
3d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
Administrator
Lowland Financial Services Ltd —Dunfermline
- Temporary
- CRM software
- Analysis skills
- Travel
- Free parking
- Work from home
Quick apply
8d
Associate Director Financial Planning
Evelyn Partners —Edinburgh
- Full-time
- Hybrid work
- Business development
- Communication skills
Quick apply

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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 advisory occupations jobs in scotland

Wealth Management Administrator

Junior Investment Associate

Client Services Associate (Graduate)

Associate Wealth Planner

Financial Planner

Wealth Manager - Coutts

Financial Adviser

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

Principal Pensions Associate

Wealth Manager - Wealth Management

Customer Contact Consultant

Pension Administrator

Client Services Associate

Pensions Administrator

Outsourced Pensions Manager

Customer Contact Consultant

Senior Paraplanner

Paraplanner

Administrator

Associate Director Financial Planning

I want to receive the latest job alerts for financial advisory occupations in scotland

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