Broadgate
(Edinburgh) Project Support Coordinator - Wealth Management
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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
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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.
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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.
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