Wealth planning Work, Jobs in Thornton, Fif (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Communication skills
ServiceNow Scrum Master / Business Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Leadership
- Annual leave
- Employee discount
1d
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Finance Analyst, Reward & Governance
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Analytics
- Annual leave
- Employee discount
5d
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Team management
- Communication skills
Administrator
GXO Logistics —Newbridge
- £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Communication skills
- Employee assistance programme
- Employee discount
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
13d
Financial Reporting Accountant
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
Paraplanner
AAB —Edinburgh
- Hybrid work
- Continuous improvement
- Organisational skills
- Computer skills
- Annual leave
- Employee assistance programme
13d
Application Support Engineer
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Agile
- Communication skills
- Annual leave
- Employee discount
Employee Relations Transformation Lead
FNZ —Edinburgh
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
- Life insurance
Product Marketing Expert - Composable Banking
Avaloq —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Sales
- Project management
Quick apply
Real Estate Manager
FNZ —Edinburgh
- Full-time
- Continuous improvement
- Organisational skills
- Business
- Life insurance
Global Accounting Manager
FNZ —Edinburgh
- Full-time
- Analysis skills
- Continuous improvement
- Organisational skills
- Life insurance
Portfolio Director
Schroders —Edinburgh
- Full-time
- Business development
- Analysis skills
- Bachelor's degree
13d
Senior Techno Functional Analyst EPM
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Oracle
- ERP systems
- SQL
- Annual leave
- Employee discount
Squad Technical Lead
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Azure
- SQL
- Continuous improvement
- Annual leave
- Employee discount
Operations delivery lead - Pension
SECCL —Edinburgh
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Leadership
- Tax experience
- Employee discount
Transfer Pricing Manager
AAB —Edinburgh
- Hybrid work
- Master's degree
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme

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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 thornton, fif

Wealth Management Administrator

ServiceNow Scrum Master / Business Analyst

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

Client Services Associate

Finance Analyst, Reward & Governance

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Administrator

Senior Co-ordinator

Financial Reporting Accountant

Paraplanner

Application Support Engineer

Employee Relations Transformation Lead

Product Marketing Expert - Composable Banking

Real Estate Manager

Global Accounting Manager

Portfolio Director

Senior Techno Functional Analyst EPM

Squad Technical Lead

Operations delivery lead - Pension

Transfer Pricing Manager

I want to receive the latest job alerts for wealth planning in thornton, fif

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