Welcome desk Work, Jobs in Queensferry, Edh (with Salaries)

Financial Planning Administrator — route to Paraplanner and Adviser
Purpose Financial Planning —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
1d
Service Desk Analyst
Ingenico —Dalgety Bay
- 8 hour shift
- Quick service & fast food restaurant
- Communication skills
- Free parking
1d
Full Time Front Desk Receptionist
The New Club —Edinburgh
- £13.95 an hour
- Overtime
- Front desk
- Communication skills
Quick apply
7d
Front Office Associate
The Edinburgh Grand, a Luxury Collection Hotel —Edinburgh
- £12.95 an hour
- Full-time
- Hotel
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
8d
Duty Manager, Health Club
Gleneagles —Auchterarder
- £34,097 a year
- Full-time
- Customer service
- Hotel
- In-person
- Employee assistance programme
- Employee discount
Quick apply
14d
Warehouse Operative
Langdons —Motherwell
- £30,230.69 a year
- Full-time
- Microsoft Office
- Warehouse experience
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
4d
Senior Civil Engineer - Renewables
SLR Consulting —Edinburgh
- Full-time
- AutoCAD
- Civil engineering
- Engineering
- Annual leave
- Employee assistance programme
Programme Assistant – Administration and Monitoring
University of Edinburgh —Edinburgh
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
5d
Front Desk Night Agent
Virgin Hotels —Edinburgh
- Full-time
- Hotel
- Front desk
- Guest services
- Annual leave
- Employee assistance programme
Quick apply
7d
Social Media and Events Manager
Bridges Properties —Livingston
- £30,000 a year
- Full-time
- Social media management
- Organisational skills
- In-person
- Free parking
Quick apply
Policy Officer - Scotland and Northern Ireland
Blood Cancer UK —Edinburgh
- £36,000 - £40,000 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Communication skills
Quick apply
Senior Policy Adviser
Ministry of Justice —Edinburgh
- £40,001 - £60,000 a year
- Part-time
- Hybrid work
- Presentation skills
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
14d
Customer Services Assistant
Fife College —Glenrothes
- £26,845 - £28,075 a year
- Temporary
- Customer service
- Administrative experience
- Time management
11d
IM&T Infrastructure Analyst
NHS Scotland —Lanarkshire
- £34,544 - £43,039 a year
- Monday to Friday
- Azure
- Windows
- Microsoft Office
5d
Consultant Environmental Due Diligence
Ramboll —Edinburgh
- Full-time
- Hybrid work
- Travel
- Communication skills
- Annual leave
Quick apply
Lead Application Support Manager
Standard Life —Edinburgh
- £65,000 - £85,000 a year
- Weekend availability
- Azure
- Oracle
- Windows
- Annual leave
Project Geologist
SLR Consulting —Edinburgh
- Full-time
- Engineering
- Data analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Hotel Night Receptionist
Green Hotel a Member of Radisson Individuals —Kinross-shire
- From £13 an hour
- Weekend availability
- Bilingual
- Hospitality
- Hotel
- Free parking
- Employee discount
Quick apply
Cleaning Services Supervisor
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Part-time
- Hospitality
- Customer service
- University
- Annual leave
- Flexible schedule
6d
Night Auditor
Leonardo Hotel Edinburgh Haymarket —Edinburgh
- Night shift
- Hotel
- Referral programme
Quick apply
6d

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Financial Planning Administrator — route to Paraplanner and Adviser

Purpose Financial Planning
Edinburgh

Quick apply

Job details

Full-time | Part-time upon request
£26,000 - £30,000 a year
1 day ago

Benefits

Casual dress
Employee mentoring programme
Financial planning services
Company pension
Work from home
Paid volunteer time
Flexible schedule
Life insurance
Referral programme

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Financial services
Communication skills
Certificate in Insurance

Full job description

Purpose Financial Planning is an independent financial planning firm in Edinburgh, working with clients across the UK. We help individuals, families and business owners organise their money around the lives they actually want - retirement and pension planning, investments, protection, and estate and inheritance tax planning. We also do corporate work: workplace pension schemes, salary sacrifice arrangements, and financial planning clinics for employers who want their staff to get proper advice rather than a leaflet. The firm is led by Andy Reynolds, Chartered Financial Planner and Fellow of the Personal Finance Society.

We're deliberately small and advice-led: no in-house products, no sales targets, no restricted panel. Independent means independent.

The role

This is the first hire of its kind, so you'll shape it. You'll take the administration off the adviser's desk and, over time, take on as much of the technical work as you want to.

Day to day:

Preparing client meeting packs, valuations and documentation
Keeping the CRM and client records accurate and up to date
Processing new business, applications, transfers and policy amendments on platforms such as Fundment and Transact
Chasing providers for information - pension schemes are slow, and part of this job is being politely relentless
Supporting compliance: file checks, record-keeping and audit trails
Handling client enquiries by phone and email, professionally and promptly
Gathering and organising data ahead of advice being given

As you develop, that broadens into cash flow modelling, research, and drafting suitability reports - the paraplanning work.

Where this goes

If you want to progress, we'll back you properly:

Exams fully funded (first attempt only, resit costs met by the candidate). R0 series through to Diploma, and on to Chartered if that's your ambition. Study support, not just the invoice paid.
Route to Paraplanner, and to Adviser after that if that's what you want. In a small firm you can see the whole client journey from first meeting to implementation to annual review, which is how people actually learn this job.
Direct, daily mentoring from a Chartered Financial Planner. No layers between you and the technical work.

Equally, if you want to be an excellent administrator and stay there - that's a genuinely valuable career and we'll pay for it accordingly. No pressure either way.

Flexibility

We're small, so we can be sensible about this:

Full-time or part-time - tell us what works and we'll look at it seriously
Roughly 50% in the Edinburgh office, 50% wherever suits you
Flexible hours around school runs, appointments and real life
Compressed weeks, term-time patterns, staggered start times - all discussable

We care about the work being done well, not about where you were sitting when you did it.

What we're looking for

Financial services experience is welcome but not essential. What matters:

Genuinely organised, with the attention to detail that regulated work demands
Clear, confident written and verbal communication; you'll be speaking directly to clients
Comfortable with numbers and able to spot when something doesn't look right
Competent with Microsoft 365, particularly Excel and Word; quick to pick up new systems
Able to prioritise and see things through without being chased

Useful if you have it: prior financial planning, wealth management, mortgage or paraplanning experience; existing CII/CISI qualifications or progress towards them; experience with adviser platforms or CRM systems.

Package

£26k - £30k dependent on experience
Discretionary bonus scheme
All professional exams and membership funded
25 days holiday plus bank holidays
5% employer pension contribution.

Practicalities

This is an FCA-regulated business, so appointment is subject to the usual screening and references. We're unable to offer visa sponsorship, so you'll need existing right to work in the UK.

Ideal start date - Sept/Oct 2026

To apply, send a CV and a short note about why this one to [email protected]. If you're not sure you tick enough boxes, apply anyway. I'd rather read the note.
We'll aim to come back to everyone we shortlist within one week. If you haven't heard from us by then, assume you've not been successful this time - but thank you for taking the time to apply.

Pay: £26,000.00-£30,000.00 per year

Benefits:

Casual dress
Company pension
Employee mentoring programme
Financial planning services
Life insurance
Paid volunteer time
Referral programme
Work from home

Work Location: Hybrid remote in Edinburgh EH2 4AN

Quick apply

Refine Your Search

welcome desk jobs in queensferry, edh

Financial Planning Administrator — route to Paraplanner and Adviser

Service Desk Analyst

Full Time Front Desk Receptionist

Front Office Associate

Duty Manager, Health Club

Warehouse Operative

Senior Civil Engineer - Renewables

Programme Assistant – Administration and Monitoring

Front Desk Night Agent

Social Media and Events Manager

Policy Officer - Scotland and Northern Ireland

Senior Policy Adviser

Customer Services Assistant

IM&T Infrastructure Analyst

Consultant Environmental Due Diligence

Lead Application Support Manager

Project Geologist

Hotel Night Receptionist

Cleaning Services Supervisor

Night Auditor

I want to receive the latest job alerts for welcome desk in queensferry, edh

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