Finance & Financial Analysis Graduate Jobs in Edinburgh

Support wealth management client services by processing account administration, payments, transfers, reporting, and client communications while assisting financial advisers.About The RolePurpose:To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. This role is suitable for those looking for their first professional opportunity after school or university.Responsibilities:• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals• Monitoring cash reconciliations and outstanding fees• Processing and monitoring transfers in and out, liaising with clients and colleagues• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated• Producing reports including valuations, performance summaries and transaction statements• Support wider team with processing new business application forms • Processing accounts closures and deceased client cases and ensure timely completion of such cases• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports• Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan • Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required• Filing, in accordance with 7IM and FCA procedures• Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices• Other duties, as reasonably required by the line manager and 7IMAbout YouSkills:• Accuracy and attention to detail • Organisation of own workload to meet deadlines• Client focused, delivering a high standard of client service• Must be proactive and able to use initiative • Good communication skills, both oral and written• Adaptive to change• Proficient in MS Word/Excel• Ability & willingness to identify and suggest improvements in processes / service levelsKnowledge:• Experience in Client Services within Wealth Management is desired• Good working knowledge of all Microsoft office applications specifically Excel• Good knowledge of operational administration including settlement and transfers Qualifications:• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard • Suitable for school leavers or graduates• Working towards an industry examination such as CII Level 4 Financial Planning qualification Other relevant information:• Reports into the Client Services Team Manager

Posted today

Join a three-year graduate audit programme where you'll perform financial audits, work with diverse clients, and earn a fully funded ICAS qualification.At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. And we empower our people with real opportunity, an inclusive culture and work life balance. A true alternative.With over 5,000 people in the UK, and a presence in 150 global markets, we're on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. And with that comes the opportunity to help redefine what our industry looks like, and what you want from your career.Job Description:Real responsibility. Real impact. Right from the start.Auditors are investigators, problem-solvers, and trusted advisers. They dive deep into how businesses operate, ensuring the numbers tell the real story, and helping organisations stay on track. Think of it as a backstage pass to the business world, where you don't just observe - you make a difference.At Grant Thornton, we're looking foractively curious,purposefully driven, andcandid but kindindividuals who want to shape the future of business - not follow it.Our three-year audit graduate programmeis your launchpad to a meaningful career, a professional qualification, and a chance to make a real impact on UK businesses.What you'll doWhether you're joining straight from school or after university, you'll be part of a team that helps businesses stay financially healthy, transparent, and accountable. You'll learn by doing, with plenty of support along the way.•Work with a variety of clients, from household names to innovative start-ups, gaining exposure to different industries and challenges.•Get hands-on with real audits, visiting client sites, attending stock counts, and carrying out testing that helps verify financial accuracy and uncover risks.•Understand how businesses workby analysing financial statements, reviewing internal controls, and learning how companies manage money, risk, and operations.•Use data and technologyto spot trends, identify anomalies, and support your findings.•Keep learning and growingby staying up to date with regulations, developing your professional judgement, and building relationships with mentors and experts across the firm.•Study with support, with dedicated time to study and a team behind you as you work towards your ICAS qualification.Who we're looking forWe've got a flexible approach to academic entry requirements, and we'll consider these alongside your strengths and motivations. We're looking for people who want to contribute, spark fresh ideas, and go beyond expectations.•Curious mindswho explore ideas and ask thoughtful questions.•Innovative problem solverswho think creatively, spot patterns, and turn data into meaningful insights.•Collaborative partnerswho work respectfully and build trust with others.•Effective communicatorswho listen, adapt, and express ideas clearly.•Self-leaderswho manage and flex their time, mindset, and energy effectively.•Career-minded contributorswho take initiative and are motivated to grow.What you'll getKickstart your career with a structured three-year programme designed to give you real-world experience from day one.•Fully funded professional qualification, including paid study leave, expert tuition, and all course fees covered.•Technology to supportyour learning and client work.•Dedicated support network, from experienced managers and mentors to college tutors who'll guide you every step of the way.•Our approach to how we workhelps you balance life, learning, and work.•Exclusive discountson shopping, gyms, and wellbeing services.•Opportunities to give backthrough mentoring, volunteering, or fundraising initiatives.•Competitive salary and benefits package, including:o Extra holiday options (including flexible bank holidays and the option to purchase additional holidays)o Life assuranceo Private medical insurance.What we expect from youAs part of your training with us, you'll be provided with study leave to support you with completing your professional qualification. Completing a professional qualification is a substantial commitment and it's worth taking this into consideration before applying, as you will be required to study in your spare time outside of your working hours. You'll also be provided with study leave in the run up to your exams. You'll need to be focused, committed, and organise your time well to balance all the requirements of being a trainee.Join the firm that's shaping the accountants of the future.We're growing fast, and we want you to grow with us. Withdigital-first innovationand aninclusive culturethat powers progress, this is your chance to shape what's next.This isn't just a graduate scheme.It's the start of something bigger.

Posted 15 days ago

Supports accounting and business advisory services by preparing financial statements, bookkeeping, VAT returns, management reports, and client work while studying towards an accounting degree and ACCA qualification.Henderson Loggie is an independent firm that places its people at the heart of its success. We are committed to fostering a collaborative, supportive environment where our teams can grow, develop, and make a real difference. With a broad range of professional services, we harness the diverse strengths of our people to deliver high-quality advice to our clients.Our vision is to be Scotland’s first choice—both as an employer and as a trusted partner for owner-managed businesses. We aim to empower our people and clients to reach their full potential, create local wealth, and leave a positive, lasting legacy in the communities we serve.We are now accepting applications for our 2026 ACCA Graduate Apprenticeship Programme based in our Edinburgh office.This five-year fixed-term contract which offers the opportunity to gain hands-on experience while studying towards your degree and professional qualification. From day one, you will be part of our Accounting & Business Solutions (ABS) team, contributing to real client work and building your skills in a collaborative, high-performing environment wgucg will assist your learning and professional development. Join us and take the first step in your career in a firm that is dedicated to your success!During your training contract you will be:Work on varied client assignments from the outset, including sole traders, partnerships, limited companies, and charitiesGain practical experience preparing financial statements and supporting bookkeeping, VAT, and management reportingBuild strong client relationships while delivering a professional, high-quality serviceDevelop your technical knowledge through both on-the-job learning and online studyBuild strong client relationships and learn how to deliver a high-quality serviceCollaborate across departments including tax and payrollReceive study leave and full support to help you pass your ACCA examsBe part of a busy, high-performing team where you will learn from experienced colleagues every dayYou’ll be supported every step of the way with mentoring, study leave, and access to our Training Academy.What will I learn?As a Graduate Apprentice you will study for your degree alongside your job, spending approximately 80% of your time in work and 20% in university. This unique combination offers an integrated experience, where practical skills and knowledge gained during the university days can be embedded in your working practices. Skills learned directly in the workplace are aligned with and can be applied to coursework and assessment. This allows you to attain your degree qualification in the same time as an equivalent full-time students.Graduate apprenticeships in accounting play a crucial role in developing the future workforce of the accounting industry, aligning with the Association of Chartered Certified Accountants (ACCA) mission to build a strong, skilled, and ethical profession. The course blends hands-on technical knowledge with theoretical understanding, utilising a range of remotely accessible resources to allow access to specialised computer configurations.Napier’s Accountancy Graduate Apprenticeship is ideal for those looking to advance in accountancy while gaining practical experience in the workplace. Key Features include:Integrated Masters: A 5-year programme with a focus on ACCA professional stage courses in the final year.Accredited Learning: BA (Hons) awarded after Year 4, followed by ACCA professional courses in Year 5.Fully Funded: Tuition fees are paid by the Scottish Funding Council (SFC). Apprentices must reapply annually.Work-Based Learning: In addition to taught modules, apprentices complete work-based learning, culminating in a year 4 project addressing real challenges in their organisation.What qualification or qualities are required?To meet our Standard Entry Requirements you must have EITHER:Four SQA Highers at Grade BBCC including both Maths and English at Grade CA Foundation Apprenticeship in a relevant subject at SCQF Level 6 plus two SQA HighersA Modern Apprenticeship at SCQF Level 6-7 in a related disciplineHNC with C in the graded unit in a related disciplineSufficient recognition of prior learning (RPL) through industry-related experience, qualifications, and informal learning. RPL applications are considered on an individual basisWhat we are looking for:Excellent communication skills – both written and oralA demonstrable interest in business and financial issuesA well-developed sense of client serviceAttention to detail and a proactive, analytical mindsetA collaborative approach and ability to build relationshipsMotivation to learn, develop and embrace new challengesA sense of responsibility and pride in delivering quality workProfessionalism, integrity and a positive attitudeWorks well under pressure and rises to a challengeWhat you can expect:A competitive salary31 days holiday per year & Holiday buy/sell schemeSponsorship through the ACCA qualificationPaid Study & Exam leaveGenerous pension contribution and life insurance schemeContinuous training and support via The Henderson Loggie Training AcademyBirthday gift and Perkbox – discounts on supermarket, travel, retail, leisure and much moreTeam and office wide social activitiesEnhanced paid leave (Maternity/Paternity/ Adoption/Bereavement & Compassionate Leave & Company Sick Pay)As an equal opportunities’ employer, Henderson Loggie is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join our Firm.

Posted 26 days ago