Financial advisor Work, Jobs in Edinburgh (with Salaries)

Customer Service Advisor
National Westminster Bank PLC —Edinburgh
- From £27,090 a year
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
17h
New Business and Home Buying Advisor
Gilson Gray —Edinburgh
- Weekend availability
- Microsoft Excel
- Sales
- Customer service
Quick apply
13d
Solution Consultant
FNZ —Edinburgh
- Full-time
- Hybrid work
- No degree
- Financial services
- Communication skills
- Life insurance
Investigations Operations Leader
Department for Work and Pensions —Livingston
- £38,772 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Human resources
- Annual leave
- Employee assistance programme
7d
Associate, Alternatives Fund Accounting
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Bachelor's degree
- Work from home
Assistant Director, Commercial & Financial Advisory, Infrastructure and Capital Programmes: Strategy, Risk and Transactions Advisory
Deloitte —Edinburgh
- Hybrid work
- Business development
- Communication skills
- Negotiation
Procurement Manager
Leonardo UK Ltd —Edinburgh
- £70,000 - £78,000 a year
- Full-time
- Hybrid work
- Leadership
- Negotiation
- Flexible schedule
- Referral programme
Account Manager - UK Adviser Sales Business Development (Edinburgh based)
BlackRock Investments —Edinburgh
- Hybrid work
- Sales
- Bachelor's degree
- No degree
- Work from home
Senior Manager, Funding & Financing – Commercial & Financial Advisory, Infrastructure and Capital Programmes: Strategy, Risk and Transactions Advisory
Deloitte —Edinburgh
- Hybrid work
- Business development
- Contracts
- Leadership
Operations Advisor - part time (17.5 hrs per week)
Fife Housing Group —Dunfermline
- From £14,525 a year
- Part-time
- Hybrid work
- Administrative experience
- Data entry
- Phone etiquette
- Free parking
- Store discount
Quick apply
9d
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
7d
New Business Relationship Manager - Fiduciary Sectors
Allica Bank —Edinburgh
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Travel
Client Data Analyst
JPMorganChase —Edinburgh
- Full-time
- Spanish
- Communication skills
Advisory Consultant - Transaction Advisory
AECOM —Edinburgh
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
5d
Customer Sales Advisor
Halfords —Edinburgh
- £11.28 - £13.14 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Investment Taxes Assistant Manager – Group Tax (12 Month FTC)
Lloyds Banking Group —Edinburgh
- £48,987 - £54,430 a year
- Full-time
- Hybrid work
- Accounting
- Financial services
- Communication skills
8d
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- Business development
- Communication skills
Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
7d
Senior Appian Development Consultant
Valtech Group —Edinburgh
- SQL
- APIs
- Agile
7d
Energy Lead
Children First —Edinburgh
- £30,602 - £35,778 a year
- Weekend availability
- Hybrid work
- Communication skills
- Annual leave
Quick apply
1d

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Customer Service Advisor

National Westminster Bank PLC -
Edinburgh

Apply Now

Job details

Permanent
From £27,090 a year
17 hours ago

Benefits

Annual leave
Company pension
Transport links
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Customer service
Microsoft Office
Analysis skills
Organisational skills
IT
Financial services

Full job description

Closing date for applications: 04/08/2026

Location Edinburgh, United Kingdom

Job typePermanent | Contract typePart Time

Mostly Remote

You’ll spend most of your time at home, working with your team digitally. You’ll come into an office or hub at least twice a month to collaborate with your colleagues.

Entry Level

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00282361

We’re building something better

This role is in NatWest Boxed

At NatWest Boxed, we’re a high performing team that’s always on the lookout for exceptional people. We encourage an inclusive and diverse working environment, where teamwork, input and collaboration is valued no matter your level.

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Customer Service Advisor at NatWest Boxed

This is an opportunity to make a positive impact to our customers and colleagues, as you deliver successful customer and business outcomes
You’ll be actively participating in initiatives to improve customer service, processes and procedures
You’ll hone your existing analytical skills and be well positioned to advance your career in this fast-paced role
This is a part time role, Monday to Friday 10am-2pm.

What you'll do

In this key role, you’ll be providing crucial support to customers and colleagues in our contact centres. You’ll be responding to and investigating queries at the first point of contact, providing support on business processes, policies and procedures and developing an understanding of customer and business needs in order to suggest improvements and increase efficiency. This will include handling the first customer interactions for new Boxed clients, supporting with queries relating to our personal savings and lending products.

You’ll also be:

Identifying barriers to performance and coordinating improvements to enhance our efficiency
Working closely with operational centres, providing coaching and support to increase efficiency and knowledge
Keeping accurate records of day to day operations, logging incidents and identifying trends
Reviewing manual or ineffective processes which could be automated or enhanced
Maintaining a focus on improving our customer service and experiences

The skills you'll need

To be successful in this role, you’ll need to have experience of providing frontline customer service in the financial services industry, as well as excellent planning and organisational skills, and good attention to detail. You will use AI tools and automation to support customers efficiently and provide a market leading customer experience. You’ll perform well under pressure and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout.

You’ll also need:

Experience of analysing and using performance data
The ability to convey information in a simple and understandable way
An understanding of contact centre operations and performance metrics
Microsoft Office skills, including PowerPoint, Excel and Word
It would beneficial but not essential to have experience of handling lending related queries

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Tap each segment for details.

Your pay package

100% Base pay This is your base pay package that you take home every month.

+10% Pension funding This is monthly funding paid towards your pension.

Your leave allowance

25 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Welcome to our Gogarburn hub

Set in large grounds including beautiful woodland, Gogarburn offers a conference centre, a business school with hotel bedrooms, a restaurant, relaxing zen gardens, onsite parking, and excellent transport links.

Key facts:

Surrounded by 85 acres of woodland
Our carparks provide electric vehicle charging
Opened in 2005

Apply Now

Refine Your Search

financial advisor jobs in edinburgh

Customer Service Advisor

New Business and Home Buying Advisor

Solution Consultant

Investigations Operations Leader

Associate, Alternatives Fund Accounting

Assistant Director, Commercial & Financial Advisory, Infrastructure and Capital Programmes: Strategy, Risk and Transactions Advisory

Procurement Manager

Account Manager - UK Adviser Sales Business Development (Edinburgh based)

Senior Manager, Funding & Financing – Commercial & Financial Advisory, Infrastructure and Capital Programmes: Strategy, Risk and Transactions Advisory

Operations Advisor - part time (17.5 hrs per week)

Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP

New Business Relationship Manager - Fiduciary Sectors

Client Data Analyst

Advisory Consultant - Transaction Advisory

Customer Sales Advisor

Investment Taxes Assistant Manager – Group Tax (12 Month FTC)

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

Client Delivery Advocate - Analyst

Senior Appian Development Consultant

Energy Lead

I want to receive the latest job alerts for financial advisor in edinburgh

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We’re building something better

This role is in NatWest Boxed

Job description

Your benefits breakdown

Your pay package

Your leave allowance

Total rewards package

Welcome to our Gogarburn hub

Key facts:

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