Financial 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
Business Support Administrator
NHS Scotland —Edinburgh
- £31,537 - £34,303 a year
- Call to connect
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
4d
Finance & Business Support Administrator
AquaTerra Training (part of Rizon Group) —Aberdeenshire
- £27,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Up to 50% travel
- Writing skills
- Free parking
- Health & wellbeing programme
Quick apply
13d
Site Administrator
Highview —Scotland
- Full-time
- Microsoft Office
- Organisational skills
- Contracts
- Annual leave
- Employee discount
Quick apply
Commercial Administrator
OCS Group —Loanhead
- Monday to Friday
- Remote
- Organisational skills
- Contracts
- SharePoint
Quick apply
Project Administrator
Highview —Glasgow
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Annual leave
- Employee discount
Quick apply
Project Administrator
IPSUM —Livingston
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
- 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
14d
Office Administrator
EQ —Edinburgh
- Hybrid work
- Databases
- Continuous improvement
- Front desk
Quick apply
Project Administrator
EthosEnergy Group —Aberdeen
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Salesforce
- Annual leave
2d
Finance Administrator (UK)
Sign Language Interactions Ltd —Glasgow
- Up to £28,000 a year
- Monday to Friday
- Communication skills
- Sick pay
Quick apply
5d
Office and Marketing Administrator
Logiealmond Estate Ltd —Perth
- £25,420 - £30,000 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Quick apply
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
Business Administrator
Omexom UK —Scotland
- Microsoft Excel
- Data entry
- Organisational skills
6d
Practice Administrator
William Wilson Wealth Management Ltd —Aberdeen
- £25,000 - £27,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Profit sharing
Quick apply
Pension Administrator
XPS Pensions Group —Perth
- Full-time
- Quality control
- Mentoring
- Employee discount
- Referral programme
Learning & Development Administrator (#703)
Motive Offshore Group —Aberdeenshire
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Compliance Administrator
Ashurst LLP —Glasgow
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
Finance and Accounts Administrator
Saltire Hospitality Ltd —Loanhead
- From £28,000 a year
- Full-time
- Bakery
- Organisational skills
- In-person
Quick apply
6d
Learning & Teaching Administrator
University of Stirling —Stirling
- £25,178 a year
- Full-time
- University
- Recruiting
- Organisational 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 administrator jobs in sct

Wealth Management Administrator

Business Support Administrator

Finance & Business Support Administrator

Site Administrator

Commercial Administrator

Project Administrator

Project Administrator

Finance and Office Administrator

Office Administrator

Project Administrator

Finance Administrator (UK)

Office and Marketing Administrator

Bookkeeper / Accounts Administrator - Part Time

Business Administrator

Practice Administrator

Pension Administrator

Learning & Development Administrator (#703)

Compliance Administrator

Finance and Accounts Administrator

Learning & Teaching Administrator

I want to receive the latest job alerts for financial administrator in sct

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