Client Administrator - City of Edinburgh

We are seeking an ambitious individual to join our Financial Planning team in Edinburgh.This role involves providing administrative support to financial planners, ensuring client satisfaction through direct contact with clients. · ...

We are seeking an ambitious individual to join our Financial Planning team in Edinburgh.Evelyn Partners is a UK leader in wealth management, · providing personalised expert investment advice to support clients in embracing what's next. · We're here to help them make significant d ...

We are seeking an ambitious individual to join our Financial Planning team in Edinburgh. As a Client Administrator , your responsibilities will include among others: Serve as the primary point of contact for client enquiries and provide comprehensive administrative support to fin ...

We are currently looking to recruit a Private Client Support Administrator to join our team. · Providing 1-1 support for Independent Financial Advisers · Responding to day to day technical and process queries from Advisers, Administrators and Clients · ...

You'll shape the crucial first steps of every client relationship ensuring a seamless transition from prospect to valued partner. Joining the client services team at a prestigious UK law firm you'll be based in a modern professional office in the heart of Edinburgh surrounded by ...

We are currently looking to recruit a Private Client Support Administrator to join our team. · What your role will involve · Providing 1-1 support for Independent Financial Advisers · Responding to day to day technical and process queries from Advisers, Administrators and Clients ...

We are happy to offer you an exciting opportunity to join our dynamic team as a Client Account Administrator. This is a permanent position located in our city centre office. · ...

Chase de Vere is a national independent financial advice firm established in 1969. · We offer tailored whole-of-market solutions providing expert financial advice to individuals businesses.We value excellence integrity personal growth Joining our team means being part of supporti ...

We are currently looking to recruit a Private Client Support Administrator to join our team. · Providing 1-1 support for Independent Financial Advisers · Responding to day to day technical and process queries from Advisers, Administrators and Clients · ...

We're on the lookout for excellent customer-obsessed individuals to join our Client Solutions department. · ...

This is a fantastic opportunity for someone with strong financial administration, or fund/FS operations experience who thrives in a high‑volume, detail‑driven environment. · Maintain accurate Investment data across core systems including bank statements, · transactions,valuations ...

+Job summary · Eden Scott is supporting a leading financial services provider to recruit a highly skilled Senior Administrator to join their Private Client Accounting team. · ResponsibilitiesMaintain accurate Investment data across core systems including bank statements transacti ...

Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base. · ...

· About The Role · Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base. · Processing letters of authority and phoning providers for up-to-date information regarding ...

We are seeking an experienced Head of Client Relations to join our team in Edinburgh.This is an exciting opportunity for a seasoned professional with excellent leadership skills and experience in pension scheme administration. · The successful candidate will have strong technical ...

+Job summary · Fund Accountant – Private Client Services role at Eden Scott's client in Edinburgh.Responsibilities · Perform manual and automated information from client bank/portfolio statements. · Maintain accurate financial records and prepare financial packs for a portfolio o ...

This is a fantastic opportunity for a detail-oriented and experienced individual to contribute to a dynamic environment where quality and client service are paramount. · Proven fund accounting experience. · Strong analytical skills. · ...

This is a fantastic opportunity for an individual who has some Wealth Planning Administration or Client Services Administration experience who is keen to pursue a client administrative role within the Financial Services sector - a Wealth Management company. · A recent graduate wh ...

The Financial Planning Administrator will support compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly. · Experience ...

Our client is looking for an experienced Administrator from a financial services / IFA environment. · ...