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 WealthManagement, 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!
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(Edinburgh) Project Support Coordinator - Wealth Management employer: Broadgate
Join a leading global insurance group that prioritises innovation and excellence in technology risk management. With a strong commitment to employee development, you will have access to unparalleled growth opportunities and a collaborative work culture that values your insights and expertise. Located at the heart of a complex, multi-jurisdictional business, this role offers a unique chance to influence strategic decisions at the highest level while working alongside industry leaders in a supportive environment.
