All jobs near Scotland in the Financial Services sector

• Glasgow
• £27000 - £29000 per annum
• Posted 7 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...

• Dundee
• £80000 - £90000 per annum
• Posted 10 days ago

Idex have partnered with a boutique wealth management company who are looking for 3 Chartered IFA's 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...

• Glasgow
• £45000 - £50000 per annum + benefits package
• Posted 10 days ago

A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you will be dealing with the full spectrum of products including investments, pensi...

• Edinburgh
• £30000 - £35000 per annum
• Posted 11 days ago

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...

• Stirling
• £28000 - £35000 per annum
• Posted 13 days ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...

• Edinburgh
• £45000 - £55000 per annum
• Posted 13 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 2-3 years...

• Stirling
• £35000 - £45000 per annum
• Posted 13 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Stirling. 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
• £32000 - £39000 per annum
• Posted 13 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
• £30000 - £45000 per annum
• Posted 14 days ago

Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team. The Role Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant clien...

• Glasgow
• £35000 - £45000 per annum
• Posted 14 days ago

Do you have your diploma in financial services (level 4) and want to become a Financial Adviser? I have a position available for an enthusiastic qualified individual who will be put through an extensive training programme to become a Financial Adviser with a well known national firm. You will wor...

• Glasgow
• £48000 - £50000 per annum
• Posted 19 days ago

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports. Preparation of draft annual review lett...

• Edinburgh
• £80000 - £85000 per annum
• Posted 20 days ago

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will count on you to: Work with yo...

• Glasgow
• £80000 - £85000 per annum
• Posted 20 days ago

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will count on you to: Work with yo...

• East Kilbride
• £60000 - £80000 per annum
• Posted 21 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
• £60000 - £70000 per annum
• Posted 21 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
• £25000 - £33000 per annum
• Posted 21 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...

• Glasgow
• £80000 - £110000 per annum + Bonus
• Posted 29 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...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 29 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
• £40000 - £60000 per annum + OTE £100K
• Posted about 1 month ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should ...

• 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...