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

Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
Quick apply
Planner
Montagu Evans —Edinburgh
- Full-time
- Business development
- Presentation skills
- Communication skills
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
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
8d
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
Production Operations Planner
MacTaggart Scott —Edinburgh
- Full-time
- Computer literacy
- Computer skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Engineering Maintenance Planner
Kettle Produce Ltd —Cupar
- Full-time
- Engineering
- Maintenance
- Continuous improvement
Quick apply
Transport Planner / Administrator
Southeast Traders Ltd —Glasgow
- £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
- Annual leave
Quick apply
9d
UCSF Payroll and Workforce Planner
NHS Scotland —Kirkcaldy
- £29,103 - £31,409 a year
- Human resources
9d
Production Planner
NOV Inc. —Glenrothes
- Part-time
5d
Material Planner
Alexander Dennis —Larbert
- Full-time
- Hybrid work
- Continuous improvement
Quick apply
4d
Chartered Planner
Dalcour Maclaren —Stirling
- Business development
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
10d
Town Planner/Senior Planner
Bidwells —Perth
- Full-time
- Business development
- Conflict management
- Communication skills
- Employee discount
4d
Works Support
Places for People —Edinburgh
- £26,970.76 a year
- Quality control
- Data entry
- Communication skills
- Annual leave
- Employee discount
4d
Principal Consultant: Stakeholder Engagement, Consultation and Communications
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Team management
- Travel
Senior Buyer
Leonardo UK Ltd —Edinburgh
- £45,000 - £51,500 a year
- Full-time
- Hybrid work
- Training & development
- Flexible schedule
- Referral programme
Associate Process Engineer - Water Treatment
AECOM —Perth
- Full-time
- Hybrid work
- Engineering
- Mentoring
Marketing Strategist
The Profitable Firm —Edinburgh
- £48,000 - £50,000 a year
- Full-time
- Remote
- Writing skills
- Analysis skills
- Mentoring
Quick apply
1d
Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Care Coordinator
Call-In Homecare Ltd —Loanhead
- £30,014 a year
- Full-time
- Management
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
9d

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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 kelty, fif

Client Administrator

Planner

Wealth Management Administrator

Supply Chain Planner

Senior Co-ordinator

Production Operations Planner

Engineering Maintenance Planner

Transport Planner / Administrator

UCSF Payroll and Workforce Planner

Production Planner

Material Planner

Chartered Planner

Town Planner/Senior Planner

Works Support

Principal Consultant: Stakeholder Engagement, Consultation and Communications

Senior Buyer

Associate Process Engineer - Water Treatment

Marketing Strategist

Senior Paraplanner

Care Coordinator

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

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