Financial administrator Work, Jobs in Rosyth, Fif (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Business Unit Administrator
Omexom UK —Scotland
- Microsoft Excel
- Data analysis skills
- English
Paraplanner
RGH‑Global Limited —Edinburgh
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- IT
Property Maintenance Administrator (Repairs)
Link Group Limited —Falkirk
- £30,132 - £38,293 a year
- Part-time
- Customer service
- Maintenance
- English
- Employee assistance programme
- Employee discount
6d
Project and Accounts Administrator (Part-Time)
Chamberlain McBain —Edinburgh
- £25,355 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Learning and Teaching Administrator
University of Stirling —Stirling
- £24,215 - £26,093 a year
- Part-time
- Administrative experience
- University
- Organisational skills
Home Administrator
HC-One - Tranent —Tranent
- £16.47 - £16.97 an hour
- Microsoft Office
- Organisational skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
11d
Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Office Administrator
RMT Accountants & Business Advisors —Edinburgh
- Hybrid work
1d
Finance Administrator
The Royal College of Surgeons of Edinburgh —Edinburgh
- Call to connect
- Microsoft Office
- Administrative experience
- Café
- Annual leave
Quick apply
2d
Property Maintenance Administrator (Compliance)
Link Group Limited —Falkirk
- £30,132 - £38,293 a year
- Full-time
- Customer service
- Maintenance
- English
- Employee assistance programme
- Employee discount
2d
Finance Systems Administrator - 9 month FTC
Trainline —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- ERP systems
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 Excel
- Microsoft Outlook
- Work from home
9d
Office Administrator
LECS Upholstery Ltd —Larbert
- £13.70 - £14.00 an hour
- Temporary
- Microsoft Word
- Microsoft Excel
- In-person
- Free parking
Quick apply
Administrator (with Social Media experience)
J&T Business Consulting —Dunfermline
- £28,000 a year
- Social media management
Quick apply
3d
Workshop Administrator
Northgate Vehicle Hire —Broxburn
- £16,902 a year
- Monday to Friday
- Employee discount
Quick apply
Life Financial Crime Advisory Manager
M&G plc —Stirling
- Full-time
- Military
- Financial services
- Communication skills
- Annual leave
9d
Senior Treasury Administrator
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Oracle
- IT
- Annual leave
- Flexible schedule
6d
Administrator
Apleona —Livingston
- £28,500 - £29,000 a year
- Monday to Friday
- Maintenance
- Employee discount
5d
Sales Ledger Administrator
ABP UK —Bridge of Allan
- Full-time
- ERP systems
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
2d

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financial administrator jobs near rosyth, fif

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

financial administrator jobs in rosyth, fif

Wealth Management Administrator

Senior Business Unit Administrator

Paraplanner

Property Maintenance Administrator (Repairs)

Project and Accounts Administrator (Part-Time)

Learning and Teaching Administrator

Home Administrator

Client Administrator

Office Administrator

Finance Administrator

Property Maintenance Administrator (Compliance)

Finance Systems Administrator - 9 month FTC

Senior Business Support Assistant - Council Support (Infrastructure)

Office Administrator

Administrator (with Social Media experience)

Workshop Administrator

Life Financial Crime Advisory Manager

Senior Treasury Administrator

Administrator

Sales Ledger Administrator

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