Business support Work, Jobs in Sct (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Customer Contact Consultant
Aegon UK —Scotland
- £24,479 - £27,200 a year
- Full-time
- Remote
- Financial services
8d
Customer Care Co-ordinator
Mortgage Advice Bureau —Edinburgh
- From £24,784.50 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Health & wellbeing programme
- Work from home
Quick apply
Business Support Administrator
NHS Scotland —Edinburgh
- £31,537 - £34,303 a year
- Call to connect
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
6d
HR Operations and Support (Associate)
Morgan Stanley —Glasgow
- Full-time
Customer Onboarding Executive
Firefish Software —Glasgow
- £24,000 - £32,000 a year
- Remote
- CRM software
- Recruiting
- Employee discount
- Flexible schedule
Quick apply
Project Coordinator (Post Production)
Voquent —Glasgow
- £26,000 - £30,000 a year
- Full-time
- Remote
- CRM software
- Organisational skills
- Typing
- Annual leave
Business Development & Digital Learning Graduate
Lochview rural Training —Lairg
- £13.75 an hour
- Part-time
- Hybrid work
- Marketing
- Research
- Business development
- Free parking
- Flexitime
Quick apply
12d
Business Support Manager
NHS Scotland —Inverness
- £52,845 - £61,466 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Continuous improvement
12d
Commercial Administrator
OCS Group —Loanhead
- Remote
- Data entry
- Organisational skills
- SharePoint
Quick apply
Business and Customer Support Assistant (2)
Angus Council —Forfar
- £16,647 - £16,817 a year
- Temporary
- Remote
- Work from home
13d
Office Administrator
Sports Labs Ltd —Livingston
- £25,420 - £30,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Outlook
- Free parking
Quick apply
7d
Case Support Officer
Scottish Forestry —Huntly
- £30,414 - £31,814 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Presentation skills
- Office experience
IT Support Technician
Tech Mahindra —Fort William
- From £33,000 a year
- Full-time
- CRM software
- Computer literacy
- English
Quick apply
13d
Administrative Officer
Scottish Courts and Tribunals Service —Dumbarton
- From £28,782 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
13d
Business Support Administrator - Waverley Court
City of Edinburgh Council —Edinburgh
- £27,257 - £29,850 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Oracle
- Annual leave
- Employee assistance programme
8d
Project Coordinator
MacTaggart Scott —Edinburgh
- Full-time
- ERP systems
- Microsoft Office
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Customer Retention Executive
Focus Group —Bellshill
- £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Annual leave
Quick apply
Mobile Front of House Ambassador
Rapport —Scotland
- £30,712 a year
- Overtime
- Microsoft Word
- English
- Hotel
- Employee assistance programme
7d
Communications & PR Executive
Live Nation —Glasgow
- Full-time
- Organisational skills
- Communication skills

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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

business support jobs in sct

Wealth Management Administrator

Customer Contact Consultant

Customer Care Co-ordinator

Business Support Administrator

HR Operations and Support (Associate)

Customer Onboarding Executive

Project Coordinator (Post Production)

Business Development & Digital Learning Graduate

Business Support Manager

Commercial Administrator

Business and Customer Support Assistant (2)

Office Administrator

Case Support Officer

IT Support Technician

Administrative Officer

Business Support Administrator - Waverley Court

Project Coordinator

Customer Retention Executive

Mobile Front of House Ambassador

Communications & PR Executive

I want to receive the latest job alerts for business support in sct

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