Planner Work, Jobs in Dunfermline, Fif (with Salaries)

Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
Quick apply
Coordinator
BNB Property Services —Edinburgh
- £14 an hour
- Weekend availability
- Microsoft Excel
- English
- Microsoft Office
- Free parking
- Store discount
Quick apply
4d
Supply Chain Planner
Vegware —Edinburgh
- Up to £35,000 a year
- Hybrid work
- Data analysis skills
- Analysis skills
- Computer skills
- Employee assistance programme
- Sick pay
Quick apply
6d
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Sustainable Mobility Planners (Varying grades)
Pell Frischmann —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
Production Operations Planner
MacTaggart Scott —Edinburgh
- Full-time
- Microsoft Office
- IT
- Communication skills
- Free parking
- Annual leave
Quick apply
Chartered Planner
Dalcour Maclaren —Stirling
- Business development
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
9d
Apprentice Planner
Omexom UK —Scotland
- Communication skills
- Time management
Planner
AliveDx —Penicuik
- Full-time
- Oracle
- ERP systems
- Data analysis skills
- Annual leave
Principal Planner
Dalcour Maclaren —Stirling
- Business development
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
10d
Principal Consultant: Stakeholder Engagement, Consultation and Communications
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Team management
- Travel
14d
Material Planner
Alexander Dennis —Larbert
- Full-time
- Hybrid work
- Continuous improvement
Quick apply
3d
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
14d
Works Support
Places for People —Edinburgh
- £26,970.76 a year
- Quality control
- Data entry
- Communication skills
- Annual leave
- Employee discount
3d
Transport Planner
Proximo Holdings Limited —Airdrie
- £30,000 a year
- Full-time
- Referral programme
Quick apply
Marketing Strategist
The Profitable Firm —Edinburgh
- £48,000 - £50,000 a year
- Full-time
- Remote
- Writing skills
- Analysis skills
- Mentoring
Quick apply
6h
Engineering Maintenance Planner
Kettle Produce Ltd —Cupar
- Full-time
- Engineering
- Microsoft Office
- In-person
Quick apply
Senior Buyer
Leonardo UK Ltd —Edinburgh
- £45,000 - £51,500 a year
- Full-time
- Hybrid work
- Flexible schedule
- Referral programme
Transport Planner / Administrator
Southeast Traders Ltd —Glasgow
- £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
- Annual leave
Quick apply
8d
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Business development
- Mentoring

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Client Administrator

Evelyn Partners -
Edinburgh

Quick apply

Job details

Fixed term contract

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Meeting coordination
GCSE
Administrative support experience
Organisational skills
Financial services
Customer interaction
National 5
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working from home.

As a Client Administrator , your responsibilities will include among others:

Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour
Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings
Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information.
Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority
Prepare client reports and handle withdrawal and drawdown requests efficiently
Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction

Qualifications

To be successful in this role, you should possess:

National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE)
Previous administrative experience working within financial services
Excellent organisational skills with the ability to prioritise tasks and manage time effectively
Outstanding communication skills
Understanding of financial planning and wealth management processes/ products
Adaptability and willingness to learn in a dynamic financial services environment

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

planner jobs in dunfermline, fif

Client Administrator

Coordinator

Supply Chain Planner

Wealth Management Administrator

Sustainable Mobility Planners (Varying grades)

Production Operations Planner

Chartered Planner

Apprentice Planner

Planner

Principal Planner

Principal Consultant: Stakeholder Engagement, Consultation and Communications

Material Planner

Senior Co-ordinator

Works Support

Transport Planner

Marketing Strategist

Engineering Maintenance Planner

Senior Buyer

Transport Planner / Administrator

Assistant Project Manager/ Project Manager (Water Sector)

I want to receive the latest job alerts for planner in dunfermline, fif

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