Planner Work, Jobs in Edinburgh (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Supply Chain Planner
Vegware —Edinburgh
- Up to £35,000 a year
- Hybrid work
- Data analysis skills
- Analysis skills
- Computer skills
- Employee assistance programme
- Sick pay
Quick apply
7d
Production Operations Planner
MacTaggart Scott —Edinburgh
- Full-time
- Computer literacy
- Computer skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Coordinator
BNB Property Services —Edinburgh
- £14 an hour
- Weekend availability
- Microsoft Excel
- English
- Microsoft Office
- Free parking
- Store discount
Quick apply
5d
Works Support
Places for People —Edinburgh
- £26,970.76 a year
- Quality control
- Data entry
- Communication skills
- Annual leave
- Employee discount
4d
Financial Planning Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- CRM software
- Organisational skills
- Financial services
4d
Senior Buyer
Leonardo UK Ltd —Edinburgh
- £45,000 - £51,500 a year
- Full-time
- Hybrid work
- Training & development
- Flexible schedule
- Referral programme
Account Executive
Streamline Corporate Ltd —Edinburgh
- £26,500 - £28,200 a year
- Full-time
- Computer literacy
- Continuous improvement
- Data entry
Quick apply
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Risk Consultant / Senior Risk Consultant
AECOM —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
Associate Process Engineer - Water Treatment
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Mentoring
UCSF Payroll and Workforce Planner
NHS Scotland —Kirkcaldy
- £29,103 - £31,409 a year
- Human resources
9d
Care Coordinator
Call-In Homecare Ltd —Loanhead
- £30,014 a year
- Full-time
- Management
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
9d
Material Planner
Alexander Dennis —Larbert
- Full-time
- Hybrid work
- Continuous improvement
Quick apply
4d
BIM Coordinator
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- SharePoint
- Communication skills
Associate – Transport Planning (Development)
SLR Consulting —Edinburgh
- Full-time
- Business development
- Mentoring
- Leadership
- Annual leave
- Employee assistance programme
Assistant Cost Manager/ Cost Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Contracts
Advisory Consultant - Transaction Advisory
AECOM —Edinburgh
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
IKEA Kitchen & Wardrobe Mobile Designer
IKEA —Edinburgh
- £28,120 a year
- Weekend availability
- Sales
- Customer service
12d

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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

Investment
Financial planning
Meeting coordination
Stakeholder collaboration
Stakeholder liaison
Administrative support experience
Internal department liaison
Financial services
Customer interaction
Communication skills
Client onboarding compliance checks

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

planner jobs in edinburgh

Wealth Management Administrator

Supply Chain Planner

Production Operations Planner

Coordinator

Works Support

Financial Planning Client Administrator

Senior Buyer

Account Executive

Senior Co-ordinator

Senior Paraplanner

Risk Consultant / Senior Risk Consultant

Associate Process Engineer - Water Treatment

UCSF Payroll and Workforce Planner

Care Coordinator

Material Planner

BIM Coordinator

Associate – Transport Planning (Development)

Assistant Cost Manager/ Cost Manager (Water Sector)

Advisory Consultant - Transaction Advisory

IKEA Kitchen & Wardrobe Mobile Designer

I want to receive the latest job alerts for planner in edinburgh

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