Wealth Planning: Third-Party Processing Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-11
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A National Financial Planning Business is looking for an experienced Financial Administrator to join their 3rd Party Business Processing Team in Edinburgh. The successful candidate will manage various client assets, ensuring accurate data input and workflow management. Previous experience in wealth management, high attention to detail, and excellent communication skills are essential. Responsibilities include processing new clients, managing documentation, and liaising with other departments.
Flexibility to work overtime during peak periods is required.
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