Project Support Coordinator – Wealth Management | Edinburgh - Hybrid (2-days a week in office)

I’m currently recruiting for a Project Support Coordinator with a Wealth Management background to join a growing Integration & Transformation function.  This is an excellent opportunity for a recent graduate or someone with around 1 year’s experience who is looking to build a career in project management, PMO or transformation.  You’ll work closely with a Senior Programme Manager, supporting live integration projects and helping to keep key workstreams organised, on track and properly documented.

The role will involve:
  • Maintaining project plans, trackers and RAID logs
  • Coordinating meetings, agendas, minutes and actions
  • Tracking risks, issues and actions
  • Supporting project reporting and governance updates
  • Maintaining project documentation and Teams/SharePoint repositories
  • Liaising with stakeholders and following up on actions
  • Providing coordination support across multiple workstreams
What we’re looking for
  • Wealth Management experience is essential, but extensive project experience is not.
  • This role would suit someone who is highly organised, commercially aware and keen to develop. You may be a recent graduate with relevant Wealth experience, or have around a year’s experience in areas such as Wealth Management, Financial Planning, Investment Management or Private Banking
  • You’ll need strong attention to detail, good communication skills, confidence with Microsoft Office and, most importantly, a proactive approach and willingness to learn.
  • Previous PMO or project experience, along with exposure to Power BI, SharePoint or AI tools such as Copilot, would be advantageous but is not essential.
  • This is an opportunity to gain genuine exposure to integration and transformation projects, work with senior stakeholders and build a strong foundation for a career in project and programme management.
Key details
  • Salary: Up to £32,000
  • Contract: 3 months, with potential to become permanent
  • Location: Hybrid – 2 days per week in the office
Eligibility: UK Citizens only – no sponsorship available now or in the future!

If you have a Wealth background and are looking for your next step, I’d be interested in hearing from you.