planning administrator jobs in Edinburgh

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a FS / Client Services Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week after probation. The Client Services...

Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recordsPrepare client review packs, reports,...

You will join the Edinburgh Private Client team at an exciting period of continued growth. The role offers a broad and stimulating workload spanning asset protection, tax, executries (including contentious matters), succession planning, wills, POAs and guardianships.

📢 WE’RE HIRING | Private Client Paralegal (Edinburgh) ⚖️✨🕘 Full-time | Mon–Fri | 9am–5pm | Office-basedWe’re a family-run law firm and estate agents with offices in Edinburgh and West Calder, and we’re looking for an experienced Private Client Paralegal to join our lovely team in Edinburgh 💼💛This is a great opportunity for someone who can confidently manage their own caseload and enjoys working...

About the CompanyScottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed.About the RoleThe role would primarily be based in the firms Edinburgh office. The work would involve all...

TA Partner @ Raymond James Wealth Management / Co-Founder @ ZapienSolar / Director @ TheGlassCompany We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You'll play a key part in helping our Financial Planners deliver excellent...

Welcome to DJ Alexander, where we know Scotland inside out. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to cover Edinburgh, Glasgow, St. Andrews, Dundee and Aberdeen with over 300 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now,...

Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: - Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records - Prepare client...

Mortgage Administration Team Leader Edinburgh, Scotland - hybrid Salary dependent on experience + bonus & excellent benefits Our client a customer focused financial services organisation has an exciting opportunity for a Mortgage Administration Team Leader. Reporting to the Head of Mortgage Operations, you will be responsible for the efficient management of the Mortgage Administration...

We are seeking a proactive Administrative Support and Logistics Coordinator to provide crucial operational backbone for our executive teams. This position requires high-level administrative support, including complex calendar management, detailed domestic and international travel planning, and expense report processing. - Manage scheduling conflicts and prioritize executive meetings. - Maintain...

You must be able to be able to work from our Edinburgh office several days a week. Only applicants within a commutable distance will be considered for this role. Are you detail-oriented, proactive, and ready to bring your finance and administration skills to a growing tech company with a collaborative culture?

You must be extremely well organised, have strong communication skills and be a natural ‘multi-tasker’. This is a Super Varied role which would ideally suit someone who comes with a strong background as a Personal Assistant/Secretary. You’ll need good energy, have a proactive approach and thrive in a busy environment.

It's fun to work in a company where people truly believe in what they are doing At Neogen Corporation, we believe in fostering a culture of innovation, collaboration, and continuous improvement. As a Production Planning Manager, you will have the opportunity to work alongside talented professionals who are passionate about making a difference in the world. We offer competitive compensation and...

Planning Officer Location: South Queensferry Category: Network Full Time / Permanent, 40 Hours per week, Monday – Friday, on site BEAR Scotland is a leading provider of highway maintenance services across Scotland. We manage and maintain over 2,00km of Scotland’s trunk road network, tackling just about every imaginable task and working round the clock to help keep Scotland moving. The South...

A leading financial advisory firm in Edinburgh is seeking an Independent Financial Adviser to provide expert financial guidance and strategic planning. The ideal candidate has over 5 years of experience and professional qualifications. Responsibilities include building client relationships and developing bespoke financial strategies. The role offers competitive compensation, full administration...

Business Administration (MBA) - AI Content Specialist Alignerr Edinburgh, Scotland, United Kingdom Hourly Contract • $45–$90/hr • Remote • 10–40 hrs/week About The Job At Alignerr, we partner with the world's leading AI research teams and labs to build and train cutting‐edge AI models. You'll challenge advanced language models on topics like corporate finance, market strategy, supply chain...

Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recordsPrepare client review packs, reports,...

As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to cover Edinburgh, Glasgow, St. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now, we're happy to offer you an exciting opportunity to join our dynamic team as a Client Account Administrator . This is a permanent position...

Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recordsPrepare client review packs, reports,...

Senior IFA Administrator Permanent Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records Conduct research and gather data on investment products,...