Support planner 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
Resource Planning Officer
British Transport Police —Glasgow
- £35,754.47 a year
- Full-time
- Microsoft Outlook
- Customer service
- Analysis skills
- Annual leave
- Gym membership
Quick apply
Planner
Murphy Group —Scotland
- Call to connect
- Civil engineering
- Computer literacy
- Construction experience
- Annual leave
- Employee discount
11d
Office Receptionist and Service/Maintenance Coordinator
Greenflame Installations Ltd —Grantown on Spey
- £27,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
Quick apply
2d
Part-time Finance and Admin. Assistant
Studio MB —Edinburgh
- £26,500 - £28,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
2d
Junior Project Manager
British Council —Edinburgh
- £31,000 - £34,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
Resource Planner
NHS Scotland —Kilmarnock
- £29,103 - £31,409 a year
- Weekend availability
- Microsoft Excel
- Computer literacy
- Microsoft Office
7d
Event Planner - Glasgow
Rapport —Glasgow
- £38,000 a year
- Overtime
- Employee assistance programme
4d
Planning Support Consultant
Cogeo Planning & Environmental Services Ltd —Glasgow
- £27,500 - £35,000 a year
- Full-time
- AutoCAD
- CAD
- Organisational skills
Quick apply
1d
Scheduling & Real-Time Optimisation Manager
M&G plc —Scotland
- Overtime
- Communication skills
- Time management
- Analytics
- Annual leave
Planner
ASSYSTEM —Helensburgh
- Hybrid work
- Microsoft Outlook
- Communication skills
- Employee assistance programme
- Sick pay
Quick apply
Transport Planner
Proximo Holdings Limited —Airdrie
- £30,000 a year
- Full-time
- Referral programme
Quick apply
Assistant Planner
BAM UK & Ireland —Glasgow
- Microsoft Powerpoint
- No degree
- Contracts
Resource Planning Scheduler
NHS Scotland —Glasgow
- £31,537 - £34,303 a year
- Hybrid work
- Computer literacy
- Annual leave
- Employee assistance programme
1d
Project Planner
RSE —Inverness
- Analysis skills
- Construction experience
- Communication skills
- Employee discount
Planner
AliveDx —Penicuik
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
- Annual leave
Business Advisor - Creative Diversity
BBC —Glasgow
- Up to £51,867 a year
- Full-time
2d
Infrastructure Planner (FLS)
Forestry and Land Scotland —Scotland
- £36,987 - £39,459 a year
- Full-time
- Communication skills
Sustainable Mobility Planners (Varying grades)
Pell Frischmann —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
Planner - Subsea Projects
DOF —Aberdeen
- Full-time
- Hybrid work
- Microsoft Office
- Bachelor's degree
- Annual leave
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

support planner jobs in sct

Wealth Management Administrator

Resource Planning Officer

Planner

Office Receptionist and Service/Maintenance Coordinator

Part-time Finance and Admin. Assistant

Junior Project Manager

Resource Planner

Event Planner - Glasgow

Planning Support Consultant

Scheduling & Real-Time Optimisation Manager

Planner

Transport Planner

Assistant Planner

Resource Planning Scheduler

Project Planner

Planner

Business Advisor - Creative Diversity

Infrastructure Planner (FLS)

Sustainable Mobility Planners (Varying grades)

Planner - Subsea Projects

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