All jobs near Scotland in the Financial Services sector

• Scotland
• £75000 - £85000 per annum
• Posted 2 days 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 role is remote however you will be expected...

• Edinburgh
• £80000 - £85000 per annum
• Posted 7 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...

• Edinburgh
• £25000 - £30000 per annum
• Posted 8 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: Client reviews Preparing valu...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 9 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
• £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,...

• Glasgow
• £40000 - £45000 per annum
• Posted 9 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...

• Glasgow
• £50000.00 - £65000.00 per annum + Excellent benefits package and bonus
• Posted 9 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 9 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
• £25000 - £35000 per annum
• Posted 16 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...

• Edinburgh
• £32000 - £38000 per annum
• Posted 16 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, ...

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted 21 days 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 21 days 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 22 days 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 23 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 23 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 23 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 23 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 23 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 23 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...

• Glasgow
• £29000 - £32000 per annum
• Posted about 1 month 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...