All jobs near Scotland in the Financial Services sector

• Glasgow
• £32000 - £39000 per annum + benefits package
• Posted 3 days ago

Job Purpose We are seeking a highly motivated and detail-oriented individual. In this fee-earning but non-advisory role, you will support our Client Advisers in servicing employee benefits arrangements, ensuring clients receive an exceptional standard of service. Key Responsibilities Client Servi...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 4 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 ...

• Aberdeen
• £25000 - £30000 per annum
• Posted 4 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large IFA Practice. 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 and a variety of p...

• Glasgow
• £50000.00 - £65000.00 per annum + Excellent benefits package and bonus
• Posted 7 days ago

Financial Advisor - Home-Based | Award-Winning National Firm - Scotland An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. Th...

• Glasgow
• £70000 - £90000 per annum + Excellent benefits package
• Posted 7 days ago

A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flex...

• Edinburgh
• £55000 - £65000 per annum
• Posted 8 days ago

A very exciting opportunity has arisen for a highly experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Senior Paraplann...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 8 days ago

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...

• Glasgow
• £55000.00 - £65000.00 per annum + Excellent benefits package
• Posted 8 days ago

A very exciting opportunity has arisen for a highly experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Senior Paraplann...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 9 days ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research,...

• Aberdeen
• £40000 - £45000 per annum
• Posted 11 days ago

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• Edinburgh
• £25000 - £35000 per annum
• Posted 11 days ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Glasgow
• £70000 - £80000 per annum
• Posted 11 days ago

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of person...

• Edinburgh
• £32000 - £38000 per annum
• Posted 11 days ago

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, ...

• Scotland
• £65000.00 - £80000.00 per annum + lucrative bonus
• Posted 17 days ago

. Personal Wealth Adviser Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you...

• Edinburgh
• £75000.00 - £95000.00 per annum + Excellent benefits package
• Posted 17 days ago

Idex currently have an exciting opportunity for a Senior Financial Planner to join this well known brand and help execute the delivery of great planning and service to clients. Managing a smaller portfolio of clients with more complex needs while building their portfolio, delivering high quality ...

• Glasgow
• £40000 - £50000 per annum
• Posted 25 days ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

• Glasgow
• £40000 - £45000 per annum
• Posted 25 days ago

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Glasgow (typically once per month). The role operates within a fast paced enviro...

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted 28 days ago

This is a fantastic opportunity for an ambitious Investment administrator looking to progress within Private Banking/Wealth Management. Investment Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilities...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted about 1 month ago

Award-winning Financial Planning Firm within a large Accountancy Practice who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Pl...

• Aberdeen
• £25000 - £30000 per annum
• Posted about 1 month ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system an...