Client Reporting Administrator

**RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.** **We specialise in helping clients protect and grow their wealth by...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

**Join JTC where your contribution will be valued.**: **Purpose of job**: The role reports into the Assistant Manager within the Department and based within Edinburgh. The assistant administrator is responsible in the delivery of effective and efficient trust administration services. These services are to members and clients of International Employee...

Job title: Client Services Consultant; Administration Desk Reporting to: Digital Administration Manager Location: Edinburgh Core hours: 7 hours / day ranging between 7.30am and 5.00pm **Salary**: Up to £24k Job Purpose: The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to...

Job Advert Turcan Connell is seeking Client Information Administrator to join our Risk & Compliance team in our Edinburgh office. The position is on a full-time permanent basis, core hours are Monday to Friday, 9am to 5pm, 33.75 hours per week. Initially full-time office based, however, in the long term the Firm supports a hybrid working approach through...

We have a brilliant opportunity available for a Legal Administrator to join our client and work within their busy Private Client Department located in Edinburgh City Centre. You will provide full administrative support to the department whilst working in a proactive and efficient manner. **Your main responsibilities will include**: - To efficiently...

**About Us** Founded in 2007, Edinburgh Executive Travel is one of Scotland’s premier chauffeur drive and touring companies. Our fleet of luxury vehicles is at the forefront of our industry, as is reflected in our constantly developing logistics and management system, ensuring that each and every client receives a first-class service. **Job Title**:...

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfinds Ensure client data is accurate and up to date on the...

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities:Making client AppointmentsOpening and franking mail, scanning all relevant documentation to client file and updating back office systemTyping up of the Client FactfindsEnsure client data is accurate and up to date on the back office...

Anderson Strathern is one of Scotland’s leading full service law firms. We are a progressive leading Scottish law firm with a strong brand focused on taking our clients where they want to be. We have offices in Edinburgh, Glasgow, East Lothian and Shetland. We pride ourselves in providing a seamless, high quality service delivering commercial and practical...

Senior Administrator - Employer Solutions - Administration & Reporting The role is based in the local jurisdiction. The role holder reportsinto the Assistant Manager within the department who is based in Jersey.  PURPOSE OF JOB The role holder will be responsible for the efficient andtimely processing of: Member switch execution (core range and non-core...

Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services spacewhilst forming strong relationships with clients and working alongside key business stakeholders. Key...

Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...

Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

AML & Client Due Diligence Administrator Eden Scott's client a leading financial institution committed to maintaining the highest standards of integrity and compliance is seeking AML & Client Due Diligence Administrator . As an AML & Client Due Diligence Administrator you will play a key role in our compliance function, responsible for conducting...

Our client based in South East Scotland is recruiting an administrator to join their friendly Client Support Team servicing corporate and private clients. One of the top rated teams in the region providing all-round holistic planning including investment planning, trust work, inheritance tax planning and retirement options. In this role you will be...