Wealth planning Work, Jobs in Edinburgh (with Salaries)

Financial Planning Administrator — route to Paraplanner and Adviser
Purpose Financial Planning —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
2d
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
Project Manager, Data Delivery - Wealth Management (Edinburgh or Jersey)
Royal Bank of Canada —Edinburgh
- Full-time
- Project management
- Software development
- Agile
Sustainability & corporate responsibility manager
Avaloq —Edinburgh
- Full-time
- Hybrid work
- English
- Accounting
- Communication skills
Quick apply
7d
International Market Lead, Middle East
National Westminster Bank PLC —Edinburgh
- Full-time
- Hybrid work
- Hotel
- Travel
- Banking
- Annual leave
Administrator
GXO Logistics —Newbridge
- £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Communication skills
- Employee assistance programme
- Employee discount
Product Marketing Expert - Composable Banking
Avaloq —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Sales
- Project management
Quick apply
Private Client Compliance Tax Assistant Manager/Manager
AAB —Edinburgh
- Hybrid work
- Microsoft Office
- Business development
- Communication skills
- Annual leave
- Employee assistance programme
13d
Real Estate Manager
FNZ —Edinburgh
- Full-time
- Organisational skills
- Business
- Life insurance
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
14d
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
Employee Relations Transformation Lead
FNZ —Edinburgh
- Full-time
- Analysis skills
- Human resources
- Leadership
- Life insurance
10d
Finance Controls Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee discount
14d
RBC Brewin Dolphin - Head of Platform Relationships
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Communication skills
12d
Manager Business Restructuring
BDO —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
6d
Paraplanner
AAB —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
7d
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- IT
- Care plans
- Leadership
- Employee discount
- Referral programme
6d

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Financial Planning Administrator — route to Paraplanner and Adviser

Purpose Financial Planning
Edinburgh

Quick apply

Job details

Full-time | Part-time upon request
£26,000 - £30,000 a year
2 days ago

Benefits

Casual dress
Employee mentoring programme
Financial planning services
Company pension
Work from home
Paid volunteer time
Flexible schedule
Life insurance
Referral programme

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Financial services
Communication skills
Certificate in Insurance

Full job description

Purpose Financial Planning is an independent financial planning firm in Edinburgh, working with clients across the UK. We help individuals, families and business owners organise their money around the lives they actually want - retirement and pension planning, investments, protection, and estate and inheritance tax planning. We also do corporate work: workplace pension schemes, salary sacrifice arrangements, and financial planning clinics for employers who want their staff to get proper advice rather than a leaflet. The firm is led by Andy Reynolds, Chartered Financial Planner and Fellow of the Personal Finance Society.

We're deliberately small and advice-led: no in-house products, no sales targets, no restricted panel. Independent means independent.

The role

This is the first hire of its kind, so you'll shape it. You'll take the administration off the adviser's desk and, over time, take on as much of the technical work as you want to.

Day to day:

Preparing client meeting packs, valuations and documentation
Keeping the CRM and client records accurate and up to date
Processing new business, applications, transfers and policy amendments on platforms such as Fundment and Transact
Chasing providers for information - pension schemes are slow, and part of this job is being politely relentless
Supporting compliance: file checks, record-keeping and audit trails
Handling client enquiries by phone and email, professionally and promptly
Gathering and organising data ahead of advice being given

As you develop, that broadens into cash flow modelling, research, and drafting suitability reports - the paraplanning work.

Where this goes

If you want to progress, we'll back you properly:

Exams fully funded (first attempt only, resit costs met by the candidate). R0 series through to Diploma, and on to Chartered if that's your ambition. Study support, not just the invoice paid.
Route to Paraplanner, and to Adviser after that if that's what you want. In a small firm you can see the whole client journey from first meeting to implementation to annual review, which is how people actually learn this job.
Direct, daily mentoring from a Chartered Financial Planner. No layers between you and the technical work.

Equally, if you want to be an excellent administrator and stay there - that's a genuinely valuable career and we'll pay for it accordingly. No pressure either way.

Flexibility

We're small, so we can be sensible about this:

Full-time or part-time - tell us what works and we'll look at it seriously
Roughly 50% in the Edinburgh office, 50% wherever suits you
Flexible hours around school runs, appointments and real life
Compressed weeks, term-time patterns, staggered start times - all discussable

We care about the work being done well, not about where you were sitting when you did it.

What we're looking for

Financial services experience is welcome but not essential. What matters:

Genuinely organised, with the attention to detail that regulated work demands
Clear, confident written and verbal communication; you'll be speaking directly to clients
Comfortable with numbers and able to spot when something doesn't look right
Competent with Microsoft 365, particularly Excel and Word; quick to pick up new systems
Able to prioritise and see things through without being chased

Useful if you have it: prior financial planning, wealth management, mortgage or paraplanning experience; existing CII/CISI qualifications or progress towards them; experience with adviser platforms or CRM systems.

Package

£26k - £30k dependent on experience
Discretionary bonus scheme
All professional exams and membership funded
25 days holiday plus bank holidays
5% employer pension contribution.

Practicalities

This is an FCA-regulated business, so appointment is subject to the usual screening and references. We're unable to offer visa sponsorship, so you'll need existing right to work in the UK.

Ideal start date - Sept/Oct 2026

To apply, send a CV and a short note about why this one to [email protected]. If you're not sure you tick enough boxes, apply anyway. I'd rather read the note.
We'll aim to come back to everyone we shortlist within one week. If you haven't heard from us by then, assume you've not been successful this time - but thank you for taking the time to apply.

Pay: £26,000.00-£30,000.00 per year

Benefits:

Casual dress
Company pension
Employee mentoring programme
Financial planning services
Life insurance
Paid volunteer time
Referral programme
Work from home

Work Location: Hybrid remote in Edinburgh EH2 4AN

Quick apply

Refine Your Search

wealth planning jobs in edinburgh

Financial Planning Administrator — route to Paraplanner and Adviser

Wealth Management Administrator

Client Administrator

Client Services Associate

Project Manager, Data Delivery - Wealth Management (Edinburgh or Jersey)

Sustainability & corporate responsibility manager

International Market Lead, Middle East

Administrator

Product Marketing Expert - Composable Banking

Private Client Compliance Tax Assistant Manager/Manager

Real Estate Manager

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

Audit Senior Associate

Operations delivery lead - Pension

Employee Relations Transformation Lead

Finance Controls Manager

RBC Brewin Dolphin - Head of Platform Relationships

Manager Business Restructuring

Paraplanner

Senior Co-ordinator

I want to receive the latest job alerts for wealth planning in edinburgh

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