Planner Work, Jobs in Tranent, Eln (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Production Operations Planner
MacTaggart Scott —Edinburgh
- Full-time
- Computer literacy
- Computer skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Works Support
Places for People —Edinburgh
- £26,970.76 a year
- Quality control
- Data entry
- Communication skills
- Annual leave
- Employee discount
5d
Account Executive
Streamline Corporate Ltd —Edinburgh
- £26,500 - £28,200 a year
- Full-time
- Computer literacy
- Continuous improvement
- Data entry
Quick apply
Senior Buyer
Leonardo UK Ltd —Edinburgh
- £45,000 - £51,500 a year
- Full-time
- Hybrid work
- Training & development
- Flexible schedule
- Referral programme
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
UCSF Payroll and Workforce Planner
NHS Scotland —Kirkcaldy
- £29,103 - £31,409 a year
- Human resources
10d
Engineering Maintenance Planner
Kettle Produce Ltd —Cupar
- Full-time
- Engineering
- Maintenance
- Continuous improvement
Quick apply
BIM Coordinator
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Communication skills
Risk Consultant / Senior Risk Consultant
AECOM —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
Production Planner
NOV Inc. —Glenrothes
- Part-time
6d
Advisory Consultant - Transaction Advisory
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Project management
- Continuous improvement
Associate – Transport Planning (Development)
SLR Consulting —Edinburgh
- Full-time
- Business development
- Mentoring
- Leadership
- Annual leave
- Employee assistance programme
Associate Director Climate Resilience and Adaptation
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Mentoring
- Training & development
IKEA Kitchen & Wardrobe Mobile Designer
IKEA —Edinburgh
- £28,120 a year
- Weekend availability
- Sales
- Customer service
13d
Assistant Cost Manager/ Cost Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Contracts
Logisitics and Warehouse & Warrenty Coordinator
Canadian Solar SSES (UK) Ltd. —Edinburgh
- Bachelor's degree
- No degree
- Travel
Quick apply
Assistant Cost Manager/ Cost Manager (Flood Alleviation)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Project management
- Organisational skills
Business Architect & Org Design Lead
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- No degree
Maintenance Assistant
Impact Solutions —Livingston
- £27,000 - £34,000 a year
- Weekend availability
- Microsoft Word
- Schematics
- Laboratory experience
- Free parking
- Health & wellbeing programme
Quick apply
4d

I want to receive the latest job alerts for planner in tranent, eln

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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 tranent, eln

Wealth Management Administrator

Production Operations Planner

Works Support

Account Executive

Senior Buyer

Senior Co-ordinator

UCSF Payroll and Workforce Planner

Engineering Maintenance Planner

BIM Coordinator

Risk Consultant / Senior Risk Consultant

Production Planner

Advisory Consultant - Transaction Advisory

Associate – Transport Planning (Development)

Associate Director Climate Resilience and Adaptation

IKEA Kitchen & Wardrobe Mobile Designer

Assistant Cost Manager/ Cost Manager (Water Sector)

Logisitics and Warehouse & Warrenty Coordinator

Assistant Cost Manager/ Cost Manager (Flood Alleviation)

Business Architect & Org Design Lead

Maintenance Assistant

I want to receive the latest job alerts for planner in tranent, eln

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected