trainee fund administrator jobs in Edinburgh

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Services to join their professional and collaborative team in Edinburgh. 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. Key Responsibilities: - Perform manual and...

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Servicesto join their professional and collaborative team in Edinburgh. 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. Key Responsibilities:Perform manual and...

You will take a leading role in providing specialist and expert support to academic investigators and researchers on a diverse portfolio of research projects. You are responsible for the research funding applications in a fast-paced deadline-driven role, through to the point of set-up.

Edinburgh | Property Administrator / Trainee Property Manager £24,000 – £28,000 + ARLA qualification + career progression + pool car A well-established Edinburgh property firm is looking to bring in a Property Administrator / Trainee Property Manager. They’re not precious about where you’ve come from, if you’ve got any exposure to property (lettings, estate agency, student accommodation,...

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...

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...

Package Description: ESMS are currently recruiting for a Commercial Administrative Assistant to join the Commercial Enterprises department on a temporary basis from February 2026 (subject to satisfactory pre-employment checks) until 16 August 2026. This is a part-time role, working a total of 21.75 hours a week across a three day working pattern, working Monday, Wednesdays and Fridays however,...

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,...

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...

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, we're...

You will be required to provide this check. An unconditional offer of employment and commencement in the post will be subject to the outcome of both these pre-employment checks being deemed satisfactory.

You will be allocated cases to complete in the full pension lifecycle, working on both automated and manual calculations.

You will draft correspondence and reports, as well as answering phone calls directly from our members to support our Client Executive team.

You will be notified on your progress throughout the process.

You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financial services products including ISA's and pensionsPlatform work including switches on Quilter/Transact/ParmenionDevelop and maintain effective relationships with clients, colleagues and product providers.

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage.

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,...

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Servicesto join their professional and collaborative team in Edinburgh. 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. Key Responsibilities:Perform manual and...

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 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,...

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,...