Junior office Work, Jobs in Edinburgh, Sct (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2h
Junior MDM Analyst
TELESOFT LLC DBA CALERO —Edinburgh
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
Quick apply
Junior Software Engineer
PODFather —Edinburgh
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- SQL
- JavaScript
- Software development
- Free parking
- Employee assistance programme
Junior/Graduate Customer Support Accountant
FreeAgent —Edinburgh
- £27,500 - £31,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Admissions Coordinator
School Talent —Edinburgh
- £29,932 - £33,845 a year
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
- Employee discount
Quick apply
2d
PA to Head of Junior School (Maternity Cover role)
School Talent —Edinburgh
- £29,933 - £33,845 a year
- Microsoft Office
- Administrative experience
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
2d
Audit Assistant Manager 2027 - Scotland
BDO —Edinburgh
- Full-time
- Supervising experience
Specialist Analytical Development
NextPharma GmbH —Livingston
- Full-time
- Microsoft Office
- Analysis skills
- Continuous improvement
- Life insurance
14d
Associate Process Engineer - Water Treatment
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
Audit Assistant Manager - Financial Services
BDO —Edinburgh
- Full-time
- Supervising experience
8d
Civil/Structural Engineers -Hybrid-All levels
Amentum —Edinburgh
- Full-time
- Engineering
- Master's degree
- Employee assistance programme
- Flexible schedule
Principal Consultant: Stakeholder Engagement, Consultation and Communications
AECOM —Edinburgh
- Full-time
- Hybrid work
- English
- Travel
- Communication skills
6d
Data Services Actuary (Associate Consultant/Consultant)
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee discount
Private Client Compliance Tax Assistant Manager/Manager
AAB —Edinburgh
- Hybrid work
- Microsoft Office
- Business development
- Communication skills
- Annual leave
- Employee assistance programme
13d
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave
Personal Tax Senior Associate/ Assistant Manager
Saffery —Edinburgh
- Full-time
- Hybrid work
- Organisational skills
- IT
- Tax experience
- Profit sharing
- Annual leave
Development Technology Lead, Assistant Vice President
State Street —Edinburgh
- Full-time
- Oracle
- Computer Science
- SQL
Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
RF Engineers - All levels
Leonardo UK Ltd —Edinburgh
- Full-time
- Hybrid work
- Doctoral degree
- Engineering
- Master's degree
- Flexible schedule
- Referral programme
8d
Revit Technician
AECOM —Edinburgh
- Full-time
- Hybrid work
- AutoCAD
- Civil engineering

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Junior Investment Associate

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
2 hours ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Bloomberg
Presentation skills
Communication skills
Time management

Full job description

Location: Edinburgh (hybrid working available)

Salary: £30,000-£35,000

Junior Investment Associate – Client Dealing Department

Purpose of the Role

This role provides investment management support to Investment Managers and the wider portfolio team, helping to deliver strong client outcomes. Working efficiently within a compliance-led framework, acting honestly, fairly and professionally in the best interests of clients at all times.

Key Responsibilities

Work alongside an Investment Manager to support client relationships, delivering excellent service and adapting approach appropriately for clients in vulnerable circumstances
Draft client communications and meeting notes on behalf of the Investment Manager
Prepare portfolio information and performance data ahead of client meetings and presentations
Ensure client valuations and tax packs are accurate, complete, and issued in line with internal standards and regulatory requirements
Provide administrative support for ongoing monitoring of client portfolios, flagging any portfolios outside tolerance for the Investment Manager’s review and assisting with resulting actions
Support suitability review processes to help the Investment Manager deliver good client outcomes
Once certified, carry out research under the direction of the Investment Manager, in line with firm standards
Maintain accurate, up-to-date client records covering telephone, face-to-face and email contact
Support timely resolution of client queries or complaints, escalating to Compliance as needed
Gather client information required for CDD/KYC purposes to support account opening and stock transfers; assist with account opening and day-to-day portfolio administration
Support remedial actions arising from compliance monitoring or advice checks, within agreed timescales
Place trades on the firm’s dealing platform based on instructions received from Investment Managers, ensuring accurate execution and booking
Take and place non-complex execution-only client orders in line with documented procedures
Help build and grow client and intermediary relationships with professionalism and integrity; liaise with financial planners, intermediaries, product providers and IFAs as directed
Maintain and update the new business pipeline report and related systems
Prepare pitch documents and presentation materials for prospective clients, under the Investment Manager’s direction
Identify opportunities for internal referrals to other services within the wider group
Support the team in achieving targets through efficient servicing of new and existing clients
Carry out other duties reasonably requested by management

Additional Responsibilities

Work towards and maintain Fitness & Propriety standards required for Certification, including passing annual assessments
Proactively develop industry and market knowledge; complete and log relevant CPD
Identify and report potential process improvements, contributing to best-practice initiatives
Undertake ad hoc projects as directed by the Investment Manager or wider front office management
Support the development of junior colleagues within the investment management team
Support colleagues with client-facing workload while contributing to the investment process

Person Specification

Qualifications

CISI Level 3 (or equivalent) – desirable
Willingness to work towards CISI Level 4 Investment Advice Diploma (or equivalent) within an agreed timeframe – minimum requirement for Certification
Must be assessed as Fit & Proper under the Certification Regime

Systems & Process Knowledge

Proficient in Word, Excel and PowerPoint
Strong understanding of internal procedures and processes (training provided)
Working knowledge of a core wealth management dealing platform (training provided)
Exposure to market data/trading systems such as Bloomberg, Fidessa, Alpha or FactSet advantageous

Regulatory Awareness

Sound understanding of relevant regulatory and compliance requirements, escalating concerns promptly

Core Skills

Able to work unsupervised
Excellent client service skills
Strong communicator with good presentation skills
Highly organised with strong time management; able to work under pressure to deadlines
High accuracy and attention to detail
Strong interpersonal, team-working and influencing skills
Professional, flexible and proactive approach
Good understanding of appropriate boundaries around client contact

Apply Now

Refine Your Search

junior office jobs in edinburgh, sct

Junior Investment Associate

Junior MDM Analyst

Junior Software Engineer

Junior/Graduate Customer Support Accountant

Admissions Coordinator

PA to Head of Junior School (Maternity Cover role)

Audit Assistant Manager 2027 - Scotland

Specialist Analytical Development

Associate Process Engineer - Water Treatment

Audit Assistant Manager - Financial Services

Civil/Structural Engineers -Hybrid-All levels

Principal Consultant: Stakeholder Engagement, Consultation and Communications

Data Services Actuary (Associate Consultant/Consultant)

Private Client Compliance Tax Assistant Manager/Manager

Audit Senior Associate

Personal Tax Senior Associate/ Assistant Manager

Development Technology Lead, Assistant Vice President

Senior Paraplanner

RF Engineers - All levels

Revit Technician

I want to receive the latest job alerts for junior office in edinburgh, sct

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