planning administrator jobs in Edinburgh

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...

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...

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...

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 national financial services firm in Edinburgh seeks an IFA Administrator to provide crucial support in paperwork preparation for planning meetings, liaising with providers, and processing client transactions. The ideal candidate will have financial services experience, FCA regulation knowledge, and proficiency in iO and Excel. This position is vital in ensuring the smooth operation of...

Temporary Administrative Officer Duration: 3-Month Contract (ASAP Start) Location: Remote (with potential for some office-based work if local to the Highlands) Hours: 37 hours per week Rate: £15.09 per hour Our client is looking to recruit an Administrative Officers to provide general administrative support across various teams for an initial period of 3 months, starting as soon as...

You will mainly be providing support to the team of financial planners.

You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)

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. Responsibilities Processing letters of authority and phoning providers for up-to-date information regarding plans or policies Inputting of Fact Finds into the system for new clients and existing clients and any client change of...

You will be joining diverse teams working at a high professional level, with exceptional commitment. We are committed to maintaining the physical and mental wellbeing of all our people through our 'Be‐Well' programme and offer a comprehensive benefits package. We invest in high‐quality training for employees of all levels, from our leadership development framework to our apprenticeship programmes.

Job description Senior Pensions Administrator Location Edinburgh Employment Type: FTC, Full Time Grade: Consultant Hybrid REQ002994 About XPS Group: XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes...

You will be required to work a minimum of 10 hrs per month and be available Monday-Saturday The pay rate is £ per hour paid to you monthly. Key Responsibilities Providing excellent customer service at all times Processing candidates’ sign-in and explaining the test process to them.

Key Information Job Title: Mortgage Administration Team Leader Hours per Week: 35 Location: Edinburgh Post: Full Time Closing Date: 31 Jan 2026 Posted on: 25 Nov 2025 About the Role Responsible for the efficient management of Mortgage Administration incorporating the department's functions relating to the processing and administration of new mortgage business and the general administrative...

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...

Select how often (in days) to receive an alert: Create Alert Department: Real Estate Duration: Permanent - Part time (3 days or 0.6 FTE) Location: Edinburgh (3 days in office) Reports to: Practice Support Workflow Co-ordinator Reference no: 9307 The Role To provide support to our Practice Support Executives to deliver a high-quality service focusing on process based tasks/activities and general...

Location Edinburgh Salary Competitive TypePermanent WorkplaceOn-Site Ref88501 Recruiter Managing This Role IFA Administrator ? Location: Edinbrough ? Salary: Up to £32,000 Are you an experienced financial services administrator looking for your next career move? Were working with a respected financial planning firm seeking a proactive and detail-driven IFA Administrator to join their growing...

You will also be engaging collaboratively by cultivating connections with internal teams and external partners, including clients and pension providers.

You will be joining diverse teams working at a high professional level with exceptional levels of commitment. With an ambitious strategy, we’re poised for further growth and success, so if you’re committed, talented and enthusiastic, Galliford Try is the right place for you.

You will mainly be providing support to the team of financial planners.

You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)

Business Administration (MBA) - AI Data Trainer Alignerr Edinburgh, Scotland, United Kingdom 2 days ago Be among the first 25 applicants Join to apply for the Business Administration (MBA) - AI Data Trainer role at Alignerr This range is provided by Alignerr. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $45.00/hr -...

Job description Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an Client Support Administrator. Key responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.)Liaise with providers to obtain client product details and prepare illustrationsSubmit and monitor new businessProcess...