All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted 6 days ago

My client is currently looking an experienced SIPP Administrator to join their team in Edinburgh. THE ROLE: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement ...

• Edinburgh
• £18000.00 - £24000.00 per annum
• Posted 11 days ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfin...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 14 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processi...

• Edinburgh
• £55000.00 - £65000.00 per annum + Full commission
• Posted 21 days ago

We are working on an excellent opportunity for a Financial Adviser to join a growing financial planning firm as a home based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based but you should be within a commutable distance to Glasgow...

• Edinburgh
• £10000 - £75000 per annum
• Posted 27 days ago

IDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brou...

• Edinburgh
• Up to £42000.00 per annum
• Posted 2 months ago

I am currently looking for an experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition/growth phase. The Principal Pension Administrators will report directly to the CSD Team Managers and be responsible for managing 2 Senior ...

• Edinburgh
• £40000.00 - £45000.00 per annum
• Posted 2 months ago

Paraplanner and scope to become an Adviser quickly. Competitive salary - depending on experience and qualifications. A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Edinburgh. They are looking for someone who is flexible and confident to provide their ...

• Edinburgh
• £32000.00 - £38000.00 per annum
• Posted 2 months ago

IDEX Consulting are working with one of the UK's leading pension consultancies in the search for a Senior Pension Administrator for their Edinburgh office. As a Senior Administrator, you will be responsible for the administration a combination of DB, DC and Hybrid pension schemes in accordance wi...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 2 months ago

Are you meticulous and detail-oriented with a keen eye for accuracy? Do you excel in a dynamic environment where precision and compliance are paramount? If so, an exciting opportunity awaits you to join our team as a Pension Administrator. In this role, you will be instrumental in administering c...

• Edinburgh
• £55000.00 - £65000.00 per annum
• Posted 2 months ago

We are working with an exciting Pensions firm client with over 150 years of experience in UK actuarial consulting, with an unrivalled client base of over 400 corporate and over 300 trustee clients, and truly a market leader in innovative practices and advice. This team are looking to grow and can...

• Edinburgh
• £18000.00 - £19000.00 per annum
• Posted 2 months ago

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfinds Ensure client data is accurate and up to date Pr...

• Edinburgh
• £90000 - £130000 per annum + Excellent benefits package
• Posted 2 months ago

The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow...

• Edinburgh
• £45000.00 - £57000.00 per annum
• Posted 3 months ago

Highly respected national wealth management practice in Edinburgh are currently looking for an experienced Paraplanner Team Leader to join their Edinburgh team. About the role: To lead, motivate and develop a paraplanning team. To prepare suitability reports and prepare technical client work for ...