Planner Work, Jobs in Edinburgh, Edh (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Planner
Montagu Evans —Edinburgh
- Full-time
- Business development
- Presentation skills
- Communication skills
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Photographer/Floor Planner Full Time
Planography Ltd —Edinburgh
- £27,000 - £29,000 a year
- Full-time
- Travel
- Up to 25% travel
Quick apply
4d
Sustainable Mobility Planners (Varying grades)
Pell Frischmann —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
Junior Project Manager
British Council —Edinburgh
- £31,000 - £34,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
Account Executive
Streamline Corporate Ltd —Edinburgh
- £26,500 - £28,200 a year
- Full-time
- Computer literacy
- Continuous improvement
- Data entry
Quick apply
Supply and Network Planner
Whyte & Mackay —Grangemouth
- Full-time
- Hybrid work
- Data analysis skills
- Continuous improvement
- Business
- Annual leave
Quick apply
12d
Resource and Scheduling Planner, Kirkton Service Centre, 507.56
West Lothian Council —Livingston
- £32,134 - £34,011 a year
- Customer service
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
18h
Production Planner
Lazy Day Foods Ltd —Shotts
- From £38,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Bakery
- Free parking
- Health & wellbeing programme
Quick apply
4d
Associate Transport Planner (Development)
WSP —Edinburgh
- Microsoft Word
- Mentoring
- Communication skills
Material Planner
Whyte & Mackay —Grangemouth
- Full-time
- Hybrid work
- Continuous improvement
- Annual leave
Quick apply
12d
Financial Planner
Charles Stanley —Edinburgh
- Full-time
- Mentoring
- Leadership
- Communication skills
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Business development
- Mentoring
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Team management
- Communication skills
Water Opportunities - Scotland
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
Procurement Specialist – Contracts & Services
INEOS Group —Grangemouth
- Full-time
- Microsoft Word
- Contracts
- Employee assistance programme
- Employee discount
Principal or Associate Transport Planner
SLR Consulting —Edinburgh
- Full-time
- Hybrid work
- Business development
- Mentoring
- Leadership
- Annual leave
- Employee assistance programme
Assistant Transport Planner
AtkinsRéalis —Edinburgh
- Full-time
- Hybrid work
- Data analysis skills
- Business development
- Analysis skills
2d
Principal Project Manager - Renewables
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Project management
- Bachelor's degree
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, edh

Wealth Management Administrator

Planner

Junior Investment Associate

Photographer/Floor Planner Full Time

Sustainable Mobility Planners (Varying grades)

Junior Project Manager

Account Executive

Supply and Network Planner

Resource and Scheduling Planner, Kirkton Service Centre, 507.56

Production Planner

Associate Transport Planner (Development)

Material Planner

Financial Planner

Assistant Project Manager/ Project Manager (Water Sector)

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Water Opportunities - Scotland

Procurement Specialist – Contracts & Services

Principal or Associate Transport Planner

Assistant Transport Planner

Principal Project Manager - Renewables

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

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