Account management all levels 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
IT Support Engineer
Texaport —Edinburgh
- £26,000 - £35,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Work from home
Quick apply
Account Management - All Levels
Wood Mackenzie Limited —Edinburgh
- Full-time
- Hybrid work
- Organisational skills
Quick apply
Project Support Officer (Finance)
Centre for Ecology & Hydrology —Edinburgh
- £33,284 - £36,028 a year
- Full-time
- Hybrid work
- Organisational skills
- SharePoint
- Budgeting
- Annual leave
- Employee assistance programme
1h
Cash Administrator
Faculty of Advocates —Edinburgh
- £28,262 - £34,354 a year
- Full-time
- Hybrid work
- Computer literacy
- Data entry
- In-person
- Employee assistance programme
1d
Accountants Assistant - Hospitality
Virgin Hotels —Edinburgh
- Full-time
- Hotel
- Analysis skills
- In-person
- Annual leave
- Employee assistance programme
Quick apply
ACCOUNTS PAYABLE SPECIALIST ASSOCIATE - 6 MONTH FTC
InPost UK —Edinburgh
- Travel
- Data entry
Quick apply
9h
Account Relationship Consultant
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Financial services
- Training & development
- Communication skills
- Annual leave
Project Controls Specialists (all levels) - Performance & Reporting
Turner & Townsend —Edinburgh
- Full-time
- Travel
- Leadership
Quick apply
Field Account Manager - Edinburgh
Just Eat Takeaway.com —Edinburgh
- Full-time
- Communication skills
- Flexitime
- Employee discount
Quick apply
Reporting development analyst
M&G plc —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Conflict management
- Annual leave
- Life insurance
8h
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Project Controls Specialists - All Levels - Planning
Turner & Townsend —Edinburgh
- Full-time
- Microsoft Office
- Travel
- Leadership
Quick apply
Implementation Project Coordinator - UK
Mindbody —Edinburgh
- Remote
- Spanish
- Communication skills
Quick apply
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Digital Support Apprentice
QA Apprenticeships —Edinburgh
- £17,160 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
- Annual leave
Customer Success Manager (B2B SaaS, Higher Ed)
Gecko —Edinburgh
- University
- Travel
- In-person
- Employee assistance programme
- Employee discount
Telephony Account Manager (Protection)
Royal London —Edinburgh
- CRM software
- Financial services
- Communication skills
- Annual leave
Risk Analyst
Turner & Townsend —Edinburgh
- Full-time
Quick apply

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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

account management all levels jobs in edinburgh, sct

Wealth Management Administrator

Junior Investment Associate

IT Support Engineer

Account Management - All Levels

Project Support Officer (Finance)

Cash Administrator

Accountants Assistant - Hospitality

ACCOUNTS PAYABLE SPECIALIST ASSOCIATE - 6 MONTH FTC

Account Relationship Consultant

Project Controls Specialists (all levels) - Performance & Reporting

Field Account Manager - Edinburgh

Reporting development analyst

Client Services Associate

Project Controls Specialists - All Levels - Planning

Implementation Project Coordinator - UK

Customer Service Brokerage Support

Digital Support Apprentice

Customer Success Manager (B2B SaaS, Higher Ed)

Telephony Account Manager (Protection)

Risk Analyst

I want to receive the latest job alerts for account management all levels in edinburgh, sct

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