All jobs near Scotland in the Financial Services sector

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 2 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 2 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
• £27000.00 - £28000.00 per annum + Excellent benefits package
• Posted 8 days ago

Financial Planning Administrator Glasgow Idex Consulting have new opportunities for Financial Planning 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 ...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 10 days 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...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted 10 days ago

Idex have partnered with a boutique wealth management company who are looking for a Chartered 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 p...

• Edinburgh
• £80000 - £85000 per annum
• Posted 11 days ago

Job Profile Summary As an Adviser Training & Transition Manager, you will play a pivotal role in equipping our advisers to succeed-both in the classroom and in practice. You will be primarily responsible for delivering, facilitating, and enhancing engaging learning experiences for our adviser pop...

• Dundee
• £60000.00 - £80000.00 per annum + Bonus
• Posted 14 days ago

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee to take over an existing large portfolio. You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and a ful...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 17 days ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 17 days ago

Paraplanner Location: Glasgow (Newton Mearns) We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust plannin...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 17 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 22 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre. You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports o Using IO system...

• Glasgow
• Up to £40000 per annum
• Posted 22 days ago

As a Senior Pensions Administrator, you'll manage and maintain all administration aspects of Defined Benefit (DB) and Defined Contribution (DC) pension schemes on behalf of scheme trustees. Acting as the main contact for members, trustees, and third parties, you'll ensure that all transactions an...

• Edinburgh
• £30000 - £45000 per annum + benefits package
• Posted 22 days ago

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Edinburgh team. This role is ideal for someone with strong Defined Benefit (DB) pensions experience, confident in manual calculations and overseeing the work of junior team members. You'll play...

• Edinburgh
• £32000 - £35000 per annum
• Posted 24 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 ...

• Glasgow
• £65000.00 - £75000.00 per annum + Excellent benefits package
• Posted 28 days ago

A unique opportunity has arisen within this well known IFA practice in the centre of Glasgow We are looking for a senior planner to take over a retiring advisers clients and to help grow the business. The role will involve: Providing financial planning advice to a wide range of clients. Assisting...

• Glasgow
• £30000.00 - £35000.00 per annum + Excellent benefits package
• Posted 28 days ago

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assistin...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 28 days ago

Idex consulting are 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 annu...

• Edinburgh
• £30000 - £34000 per annum
• Posted about 1 month ago

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary pap...

• Glasgow
• £40000 - £45000 per annum + benefits package
• Posted about 1 month ago

IDEX Consulting is partnered with a highly reputable, independent pension consultancy with key operation presence in Glasgow, Belfast and Manchester. This firm boast a brilliant staff retention rate with a proper family feel culture. You will manage a portfolio of Defined Benefit schemes, respons...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 1 month 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...