Billing administrator Work, Jobs in Sct (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Network Administrator - 6 month FTC
SWARCO —Dundee
- £26,250 a year
- Full-time
- Hybrid work
- CRM software
- Databases
- Analysis skills
Quick apply
Office Administrator
Anderson MacDonald Accountants —Saltcoats
- From £12.71 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
2d
Office Administrator
Cunningham engineering consultancy ltd —Airdrie
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Free parking
Quick apply
Sales Office Administrator
Gray & Adams Ltd —Fraserburgh
- Temporary
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
12d
Network Administrator - 6 month FTC
SWARCO Group —Dundee
- Full-time
- CRM software
- Databases
- Analysis skills
Bookkeeper/Administration
Aspecta Group —Glasgow
- £33,000 a year
- Full-time
- Administrative experience
- QuickBooks
- In-person
- Store discount
- Employee discount
Quick apply
Financial Administrator
ESS Compass —Helensburgh
- £15.90 an hour
- Full-time
- Administrative experience
- Contracts
12d
Legal Operations Specialist - Billing
Coherent —Glasgow
- Full-time
- Analysis skills
- Bachelor's degree
- No degree
6d
Groups & Events Administrator - 20hrs/week
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.54 an hour
- Full-time
- Customer service
- Hotel
- Guest services
- Employee assistance programme
- Employee discount
Quick apply
7d
Veterinary Receptionist/Administrator - FTC
IVC —Haddington
- Up to £21,000 a year
- 8 hour shift
- Organisational skills
- Front desk
- Communication skills
- Annual leave
- Employee discount
7d
Theatre Administrator
Nuffield Health —Glasgow
- Up to £25,545 a year
- Full-time
- Microsoft Office
- Front desk
- Typing
- Employee discount
- Gym membership
12d
Legal PA - Employment, Immigration & Pensions - Glasgow or Edinburgh
Anderson Strathern —Glasgow
- Microsoft Powerpoint
- Microsoft Word
- Business development
Event & Marketing Administrator
Inspired Cosmetic Training —Glasgow
- £26,000 - £28,500 a year
- Full-time
- Microsoft Excel
- Computer literacy
- English
- Free parking
Quick apply
14h

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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

billing administrator jobs in sct

Wealth Management Administrator

Network Administrator - 6 month FTC

Office Administrator

Office Administrator

Sales Office Administrator

Network Administrator - 6 month FTC

Bookkeeper/Administration

Financial Administrator

Legal Operations Specialist - Billing

Groups & Events Administrator - 20hrs/week

Veterinary Receptionist/Administrator - FTC

Theatre Administrator

Legal PA - Employment, Immigration & Pensions - Glasgow or Edinburgh

Event & Marketing Administrator

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