Wealth planning Work, Jobs in Edinburgh, Sct (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Communication skills
Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Administrator
GXO Logistics —Newbridge
- £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Communication skills
- Employee assistance programme
- Employee discount
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
Legal Counsel, Technology, Commercial & Litigation
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Microsoft Outlook
- Financial services
- Annual leave
- Employee discount
International Market Lead, Middle East
National Westminster Bank PLC —Edinburgh
- Full-time
- Hybrid work
- Management
- Hotel
- Business development
- Annual leave
Paraplanner
AAB —Edinburgh
- Hybrid work
- Continuous improvement
- Organisational skills
- Computer skills
- Annual leave
- Employee assistance programme
11d
Sustainability & corporate responsibility manager
Avaloq —Edinburgh
- Full-time
- Hybrid work
- English
- Communication skills
Quick apply
11d
Employee Relations Transformation Lead
FNZ —Edinburgh
- Full-time
- Analysis skills
- Human resources
- Leadership
- Life insurance
14d
Project Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Presentation skills
- Agile
- Communication skills
- Annual leave
- Employee discount
11d
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
11d
Real Estate Manager
FNZ —Edinburgh
- Full-time
- Organisational skills
- Business
- Life insurance
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave
Operations delivery lead - Pension
SECCL —Edinburgh
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Leadership
- Tax experience
- Employee discount
Business Development Director - Industrial Sector (Europe) - Remote
Plexus —Livingston
- Remote
- Business development
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Transfer Pricing Manager
AAB —Edinburgh
- Hybrid work
- Master's degree
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme
Squad Technical Lead
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Azure
- SQL
- Continuous improvement
- Annual leave
- Employee discount
Product Marketing Expert - Composable Banking
Avaloq —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Sales
- Project management
Quick apply
Associate Director Financial Planning
Evelyn Partners —Edinburgh
- Full-time
- Hybrid work
- 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

Financial planning
Communication skills

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

wealth planning jobs in edinburgh, sct

Wealth Management Administrator

Client Administrator

Client Services Associate

Administrator

Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP

Legal Counsel, Technology, Commercial & Litigation

International Market Lead, Middle East

Paraplanner

Sustainability & corporate responsibility manager

Employee Relations Transformation Lead

Project Manager

Senior Co-ordinator

Real Estate Manager

Audit Senior Associate

Operations delivery lead - Pension

Business Development Director - Industrial Sector (Europe) - Remote

Transfer Pricing Manager

Squad Technical Lead

Product Marketing Expert - Composable Banking

Associate Director Financial Planning

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