All jobs near Scotland in the Financial Services sector

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 6 days ago

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a lar...

• Hamilton
• £35000.00 - £45000.00 per annum
• Posted 6 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Hamilton. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidates with previous technical experience in a...

• Glasgow
• £27000.00 - £35000.00 per annum + excellent bonus
• Posted 7 days ago

This is a fantastic opportunity for an ambitious experienced Administrator, looking to join a fast-growing and dynamic company. Working on a diverse range of assignments across trustee governance, scheme secretarial support and wider pension scheme related projects. Working as part of a dedicated...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 7 days ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted 7 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 ...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 11 days ago

Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The Jobholder will also support the Commercial Director with his day to day man...

• Glasgow
• £30000.00 - £35000.00 per annum
• Posted 12 days ago

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after...

• Glasgow
• £35000.00 - £45000.00 per annum
• Posted 12 days ago

Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner. You will be preparing personalised financial plans for clients including: Investment of new monies Review suitability of existing arrangements Retirement income strategies Defined benefi...

• Glasgow
• £35000.00 - £42000.00 per annum + benefits package
• Posted 12 days ago

IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clea...

• Glasgow
• £45000.00 - £55000.00 per annum
• Posted 12 days ago

Due to exciting business growth, Idex Consulting are currently searching for a Telephone Business Development Manager to join one of the UK's award winning investment management companies with a base in Glasgow. Their proposition is unique in the market and the firm hold an excellent reputation f...

• Edinburgh
• £18000.00 - £24000.00 per annum
• Posted 12 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...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 14 days ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

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

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system ...

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

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system ...

• Aberdeen
• £35000.00 - £45000.00 per annum
• Posted 14 days ago

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this ...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 15 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...

• Glasgow
• £25000.00 - £28000.00 per annum
• Posted 18 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrati...

• Glasgow
• £24000.00 - £32000.00 per annum
• Posted 20 days ago

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will ...

• Glasgow
• £27000.00 - £30000.00 per annum
• Posted 20 days ago

An opportunity to work within an Corporate Employee Benefit team, the successful candidate will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products. Responsibilities: Administration of gr...

• Glasgow
• £28000.00 - £30000.00 per annum + Excellent benefits package
• Posted 22 days ago

IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities: Maintain compliance monitoring pla...