financial consultant Work, Jobs in edinburgh, sct (with Salaries)

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Implementation & Support Consultant
The Anywhere Company —Edinburgh
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Computer Science
- Analysis skills
Quick apply
Client Relationship Consultant
Standard Life —Edinburgh
- From £45,700 a year
- Contracts
- Communication skills
2d
Transformation Consultant, Consumer, ERI & TMT, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- No degree
- Organisational skills
- AI
Solution Consultant (Figaro)
FNZ —Edinburgh
- Full-time
- SQL
- Communication skills
- Time management
Associate Director, ER&I (Energy, Resourcing and Industrials incl. Construction), Operations Industry & Domain Solutions, Engineering AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Management
- Master's degree
- Business development
Retail Intermediary Proposition Consultant
Standard Life —Edinburgh
- From £31,800 a year
- Travel
- Annual leave
6d
Account Relationship Consultant
M&G plc —Edinburgh
- Full-time
- Annual leave
1d
Project Manager
FNZ —Edinburgh
- Full-time
- Master's degree
- Bachelor's degree
- No degree
Associate Director – Retail and CPG Industry, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- AI
Operations Transformation Associate Director – Legal Services Industry, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- AI
Transformation Senior Consultant, Consumer, ERI & TMT, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- No degree
- Mentoring
- AI
Managing Consultant - Disputes
RSM UK —Edinburgh
- Full-time
- Accounting
- Organisational skills
- Communication skills
12d
Data Engineer
Dayshape —Edinburgh
- £38,000 - £48,500 a year
- Full-time
- Hybrid work
- Azure
- SQL
- APIs
- Employee assistance programme
Quick apply
Data Solutions Consultant
Addepar —Edinburgh
- Analysis skills
- Communication skills
- Python
Quick apply
6d
Tax Consultant
Atos —Edinburgh
- Hybrid work
- Financial services
- Communication skills
- Tax experience
Senior Information Governance Security Consultant
Civica —Edinburgh
- Full-time
- Hybrid work
- Travel
- Organisational skills
- IT
- Annual leave
- Referral programme
Quick apply
Associate Post Transaction Consultant
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Communication skills
Quick apply
Associate, Alternatives Fund Accounting
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Bachelor's degree
- Work from home
Operations Transformation Associate Director – Airline Industry, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- IT
- AI

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financial consultant jobs near edinburgh, sct

Client Services Consultant

Charles Stanley -
Edinburgh

Apply Now

Job details

Full-time

Qualifications

Microsoft Outlook
AS400
Communication skills

Full job description

Profile:

If you’re someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative environment, this role offers a fantastic opportunity to grow your career in financial services.

You’ll play a key part in ensuring clients receive timely, accurate and thoughtful support across both administrative and front-line service channels. As your confidence develops, you’ll also build skills in direct client interaction, helping resolve queries and contributing to a smooth end‑to‑end client experience.

What you’ll be doing:

Administrative Support

Processing client tasks from multiple channels (secure messages, email, website and post) with accuracy and within agreed timeframes
Managing operational workflows including printing, scanning and postal processes
Collaborating with internal teams to resolve queries and ensure instructions are completed end‑to‑end
Maintaining accurate records and sharing client feedback to support improvements to digital services
Escalating complaints in line with procedures

Front‑Line Client Service

Supporting client enquiries across telephone, live chat, email and secure messaging
Taking ownership of client requests and coordinating with colleagues to ensure smooth resolution
Identifying service issues and escalating where appropriate
Contributing to service enhancements based on your day‑to‑day experience

Qualifications & Development:

We’ll support you to build strong foundations in investment administration and client service. This includes:

Completing the CISI Introduction to Securities & Investments exam within your first year
Developing a solid understanding of Charles Stanley’s services , systems and platforms (including Order Routing, AS400, CRM, Outlook, Excel and market information tools)

What you’ll bring:

Strong communication skills with the ability to use clear, client‑friendly language
Attention to detail and a commitment to delivering high‑quality work
Effective prioritisation and the ability to manage multiple tasks in a fast‑paced environment
Problem‑solving ability and confidence in making decisions
Team‑focused mindset with flexibility and a collaborative approach
A good understanding of UK markets, ISAs, SIPPs , and investment administration processes (or a willingness to learn)
Awareness of FCA rules and investment products (training provided)

Why this role matters:

You’ll be part of a team that plays a vital role in shaping the client experience. Your work will directly support clients, strengthen relationships, and contribute to the continuous improvement of our services.

Apply Now

Refine Your Search

financial consultant jobs in edinburgh, sct

Client Services Consultant

Implementation & Support Consultant

Client Relationship Consultant

Transformation Consultant, Consumer, ERI & TMT, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation

Solution Consultant (Figaro)

Associate Director, ER&I (Energy, Resourcing and Industrials incl. Construction), Operations Industry & Domain Solutions, Engineering AI & Data, Technology & Transformation

Retail Intermediary Proposition Consultant

Account Relationship Consultant

Project Manager

Associate Director – Retail and CPG Industry, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation

Operations Transformation Associate Director – Legal Services Industry, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation

Transformation Senior Consultant, Consumer, ERI & TMT, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation

Managing Consultant - Disputes

Data Engineer

Data Solutions Consultant

Tax Consultant

Senior Information Governance Security Consultant

Associate Post Transaction Consultant

Associate, Alternatives Fund Accounting

Operations Transformation Associate Director – Airline Industry, Operations Industry & Domain Solutions, Engineering, AI & Data, Technology & Transformation

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