Account administrator Work, Jobs in Broxburn, Wln (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Business Support Assistant - Council Support (Infrastructure)
East Lothian Council —Tranent
- £13.95 - £14.83 an hour
- Call to connect
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Inventory control
- Work from home
10d
Administrative Assistant - Creditors
Midlothian Council —Dalkeith
- £29,191 - £30,187 a year
- Call to connect
- Hybrid work
- Microsoft Word
- Computer literacy
- English
10d
Administration Assistant
Central Engineering —Alloa
- £13.50 - £14.00 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Front desk
Quick apply
5d
Team Leader SIPP and SSAS Administration
Punter Southall Group —Edinburgh
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
Sales Ledger Administrator
ABP UK —Bridge of Allan
- Full-time
- ERP systems
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
3d
Modern Apprentice- Admin- Teith House- 102283
Stirling Council —Stirling
- £24,921 a year
- Temporary
- Hybrid work
- Annual leave
- Work from home
11d
Key Account Administrator
CBR Maintenance Group —Edinburgh
- £15,000 - £17,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
Quick apply
Administrative Assistant - 6 month FTC
Forth Ports Group —Rosyth
- £31,500 - £33,500 a year
- Full-time
- Administrative experience
- Communication skills
- Office experience
- Free parking
- Annual leave
Quick apply
6d
Personal Assistant/ Admin Manager
Hot Flame World Banquet —Livingston
- £16 - £19 an hour
- Part-time
- Microsoft Word
- Research
- Administrative experience
- Free parking
Quick apply
11d
Project and Accounts Administrator (Part-Time)
Chamberlain McBain —Edinburgh
- £25,355 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Finance Administrator
The Royal College of Surgeons of Edinburgh —Edinburgh
- Call to connect
- Microsoft Office
- Administrative experience
- Café
- Annual leave
Quick apply
3d
Office Administrator
LECS Upholstery Ltd —Larbert
- £13.70 - £14.00 an hour
- Temporary
- Microsoft Word
- Microsoft Excel
- In-person
- Free parking
Quick apply
Sales Administrator (Entry Level)
Rose Marketing UK Limited —Kirkcaldy
- Up to £24,784.50 a year
- Temporary
- Microsoft Excel
- No experience needed
- English
- Free parking
- Health & wellbeing programme
Quick apply
Senior Treasury Administrator
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Customer service
- Annual leave
- Flexible schedule
7d
Church and Facilities Administrator
Old St Paul's Episcopal Church —Edinburgh
- £15 an hour
- Part-time
- In-person
- Marketing
- Time management
Quick apply
Bookkeeper/Administrator
Allied Timber Manufacturing —Coatbridge
- From £13.30 an hour
- Full-time
- Customer service
- English
- Administrative experience
- Free parking
Quick apply
5d
Finance Assistant - Modern Apprenticeship
NHS Scotland —Bothwell
- £29,103 - £31,409 a year
- No experience needed
- Accounting
- Computer skills
6d

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Senior Business Support Assistant - Council Support (Infrastructure)
East Lothian Council —Tranent
Manage shared mailboxes and telephone enquiries. Manage archiving, scanning and filing of employee and school records.
£13.95 - £14.83 an hour
10d

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account administrator jobs near broxburn, wln

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

account administrator jobs in broxburn, wln

Wealth Management Administrator

Senior Business Support Assistant - Council Support (Infrastructure)

Administrative Assistant - Creditors

Administration Assistant

Team Leader SIPP and SSAS Administration

Sales Ledger Administrator

Modern Apprentice- Admin- Teith House- 102283

Key Account Administrator

Administrative Assistant - 6 month FTC

Personal Assistant/ Admin Manager

Project and Accounts Administrator (Part-Time)

Finance Administrator

Office Administrator

Sales Administrator (Entry Level)

Senior Treasury Administrator

Church and Facilities Administrator

Bookkeeper/Administrator

Finance Assistant - Modern Apprenticeship

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