All jobs near Scotland in the Financial Services sector

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted about 6 hours ago

Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager 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 ne...

• East Kilbride
• £60000 - £65000 per annum + excellent bonus structure
• Posted about 7 hours ago

Idex have partnered with a very established IFA practice with a base in East Kilbride, who are looking for a Financial Adviser who will deliver high-quality financial planning to their clients. This role offers: A warm pipeline and a ready-made portfolio of clients and prospects through the firm'...

• Edinburgh
• £28000 - £33000 per annum
• Posted 1 day ago

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new busine...

• Glasgow
• £27000 - £29000 per annum
• Posted 2 days ago

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain inf...

• Edinburgh
• £26000 - £29000 per annum
• Posted 2 days ago

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain inf...

• Glasgow
• £100000 - £110000 per annum + benefits package
• Posted 2 days ago

About the Firm We're proud to be representing one of the UK's most respected professional services groups a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial plannin...

• Glasgow
• £27000 - £28000 per annum + Excellent benefits package
• Posted 2 days ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Scotland
• £65000.00 - £80000.00 per annum + lucrative bonus
• Posted 2 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...

• Glasgow
• £28000 - £50000 per annum + benefits package
• Posted 2 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical support, full research o...

• Edinburgh
• £70000 - £85000 per annum
• Posted 10 days ago

My client is a professional wealth management firm with sits within a well known and prestigious law firm. They are looking for a new IFA who will inherit clients and will work closely with the solicitors to generate new business. The role involves: Prospect and contact potential clients in accor...

• Glasgow
• £29000 - £32000 per annum
• Posted 13 days ago

Idex consulting are searching for a new and exciting position for an admin support for a Business Development Manager within a Pensions firm. The role will be varied and will include the following: Proactively booking appointments to fill the BDM's diary. Managing the sales pipeline and preparing...

• Edinburgh
• £25000 - £33000 per annum
• Posted 14 days ago

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. 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 and have e...

• Edinburgh
• £38000 - £40000 per annum + benefits package
• Posted 15 days ago

Idex Consulting are working with an IFA Practice to recruit an experienced Compliance File Checker in Edinburgh. Key Responsibilities: Conduct comprehensive reviews of pre-sale advice cases and post-sale annual review files (with some annual reviews completed pre-sale where required). Assess file...

• Edinburgh
• £25000 - £26000 per annum + benefits package
• Posted 15 days ago

My client is currently looking for two SIPP Administrators to join their team in Manchester or 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 ret...

• East Kilbride
• £60000 - £80000 per annum
• Posted 15 days ago

Idex have partnered with a wealth management company with an office in East Kilbride who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the central belt and pride themselves on b...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted 16 days 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...

• Glasgow
• £60000 - £70000 per annum
• Posted 17 days ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their 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 personal, ...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 22 days ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Glasgow
• £80000 - £110000 per annum + Bonus
• Posted 22 days ago

A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, d...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted about 1 month ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...