/ financial Work, Jobs in Edinburgh, Sct (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
256957 (AW) Assistant Finance Manager - Projects
NHS Scotland —Edinburgh
- £52,845 - £61,466 a year
- Accounting
- Annual leave
- Flexible schedule
5d
Anti-Financial Crime Analyst (Adviser Platform)
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee discount
11d
Finance Assistant
Veranova L P —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Continuous improvement
- Annual leave
- Life insurance
Quick apply
2d
Customer Service Specialist (Edinburgh)
MotabilityDotNet —Edinburgh
- £34,376 a year
- Hybrid work
- Communication skills
- Annual leave
- Employee discount
2d
Business Support Administrator
NHS Scotland —Edinburgh
- £31,537 - £34,303 a year
- Call to connect
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
2d
Finance Assistant
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Data analysis skills
- Analysis skills
- School
- Annual leave
- Flexible schedule
Finance Manager/Management Accountant (Part-Time - 3 Days per Week)
VoucherCart —Edinburgh
- £28,500 - £33,000 a year
- Part-time
- Presentation skills
- Organisational skills
Quick apply
Investment Operations Analyst
JPMorganChase —Edinburgh
- Full-time
- English
- Analysis skills
- Continuous improvement
2d
Junior Project Manager
British Council —Edinburgh
- £31,000 - £34,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
Consulting Associate
Biedrzycki Enterprise Consulting Ltd —Edinburgh
- £3,800 - £4,900 a month
- Full-time
- Writing skills
- Research
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Graduate Project Manager (Energy) - Edinburgh - 2027
Stantec —Edinburgh
- Hybrid work
- Bachelor's degree
- Business
Finance and Administrative Officer
The Promise Scotland —Edinburgh
- £30,000 a year
- Full-time
- Word processing
- Human resources
- Recruiting
- Annual leave
Quick apply
9d
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
AML and Financial Crime Lead
Burges Salmon —Edinburgh
- Hybrid work
- Communication skills
Client & Acquisitions Executive
Atkinsons Bullion & Coins —Edinburgh
- £32,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Computer skills
- Health & wellbeing programme
- Sick pay
Quick apply
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
Operations Co-ordinator
Unite Students —Edinburgh
- £33,500 a year
- CRM software
- Hospitality
- Annual leave
- Employee assistance programme
Accountants Assistant - Hospitality
Virgin Hotels —Edinburgh
- Full-time
- Hotel
- Analysis skills
- In-person
- Annual leave
- Employee assistance programme
Quick apply
12d

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/ financial jobs near edinburgh, sct

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

/ financial jobs in edinburgh, sct

Wealth Management Administrator

Junior Investment Associate

256957 (AW) Assistant Finance Manager - Projects

Anti-Financial Crime Analyst (Adviser Platform)

Finance Assistant

Customer Service Specialist (Edinburgh)

Business Support Administrator

Finance Assistant

Finance Manager/Management Accountant (Part-Time - 3 Days per Week)

Investment Operations Analyst

Junior Project Manager

Consulting Associate

Graduate Project Manager (Energy) - Edinburgh - 2027

Finance and Administrative Officer

Client Services Associate (Graduate)

AML and Financial Crime Lead

Client & Acquisitions Executive

Assistant Banking Manager, Edinburgh

Operations Co-ordinator

Accountants Assistant - Hospitality

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