Wealth Planning 3rd-Party Processing Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-07
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Services, Accounting & Finance, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A national financial planning business in City of Edinburgh seeks an experienced Financial Administrator to join its 3rd Party Business Processing Team. The role involves processing client business, managing cash requirements, and document management while ensuring compliance with operational procedures. Ideal candidates will have Financial Services experience, particularly in Wealth Management, along with excellent attention to detail and communication skills.
Flexibility and ability to meet tight deadlines are essential, making this an excellent opportunity for someone looking to enhance their career in financial administration.
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