All jobs near Scotland in the Financial Services sector

• Glasgow
• £35000 - £40000 per annum + Excellent benefits package
• Posted 2 days ago

Exciting Opportunity in Glasgow for Trainee Paraplanner - £40,000 Salary Join a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of parapl...

• Edinburgh
• £35000 - £38000 per annum
• Posted 2 days ago

We are looking for a proactive and detail-oriented Business Assurance Support to join our team on a 12-month fixed-term contract. This role will support the Business Assurance Manager in identifying risks, supporting Advisers and ensuring compliance across the group. Key responsibilities Collate ...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted 4 days ago

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: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...

• Glasgow
• Negotiable
• Posted 4 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• Negotiable
• Posted 4 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• £40000 - £45000 per annum
• Posted 4 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted 4 days ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted 4 days ago

Wealth Management Administrator Salary: £32,000 - £38,000 Location: Glasgow 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. This is...

• Edinburgh
• Negotiable
• Posted 4 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Glasgow
• £26000 - £30000 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...

• Edinburgh
• £26000 - £30000 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...

• Edinburgh
• £26000 - £32000 per annum
• Posted 10 days ago

Idex Consulting is recruiting for an IFA Administrator based in Edinburgh to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effectiv...

• Glasgow
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted 11 days ago

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. 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 handling a...

• Edinburgh
• £30000 - £34000 per annum
• Posted 11 days ago

Are you an experienced Administrator with a strong technical understanding of financial planning? A well-established and respected financial services practice with offices across Scotland is expanding and seeking a Technical Administrator to join its growing Edinburgh team. In this role, you'll w...

• Glasgow
• £70000.00 - £100000.00 per annum + FLEXIBLE WORKING AND SHARES
• Posted 11 days ago

Are you an employed IFA looking to be more in charge of your own destiny? Do you want to move your clients to a progressive firm who will give you all the back office support you need and shares from the outset? Do you want the ability to work when you want and where you want all the time? (This ...

• Glasgow
• £28000.00 - £34000.00 per annum + Excellent benefits package
• Posted 11 days ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office ...

• Edinburgh
• £25000 - £26000 per annum
• Posted 12 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...

• Dundee
• £75000 - £85000 per annum + Excellent benefits package
• Posted 18 days ago

Independent Financial Advisor Dundee To £80,000 + competitive bonus and benefits Hybrid working A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Flexible wo...

• Scotland
• £75000 - £85000 per annum
• Posted 18 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...

• Glasgow
• £32000 - £39000 per annum + benefits package
• Posted 24 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...