All jobs near Scotland in the Financial Services sector

• Glasgow
• £32000 - £35000 per annum
• Posted about 13 hours ago

Idex Consulting have a new opportunity for an IFA Administrator to join a new, modern IFA Practice in Glasgow City Centre. Probably the most flexible administration role we have ever advertised, this firm are very open to working patterns and home working any time. You will be part of a brilliant...

• Edinburgh
• £28000 - £33000 per annum
• Posted about 13 hours 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
• Up to £40000 per annum
• Posted about 16 hours 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
• £38000 - £42000 per annum + benefits package
• Posted about 16 hours 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...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted about 17 hours 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
• £38000.00 - £46000.00 per annum + annual bonus
• Posted about 17 hours 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...

• Elgin
• £22000 - £30000 per annum
• Posted 1 day 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
• £35000 - £42000 per annum
• Posted 1 day ago

Are you an experienced IFA Administrator looking to take the next step in your career? Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie. Known for their client-first approach and professional excellence, they are look...

• Glasgow
• £50000 - £55000 per annum
• Posted 1 day ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supporti...

• Glasgow
• £40000 - £45000 per annum + Benefits package
• Posted 6 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Edinburgh
• £40000 - £45000 per annum + Benefits package
• Posted 6 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 8 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...

• Glasgow
• £40000.00 - £45000.00 per annum + Excellent benefits package
• Posted 8 days ago

Idex Consulting are working exclusively with this boutique SIPP packager who have a current requirement for a Team Leader. You will be responsible for leading, motivating, and developing a team of SIPP Administrators to ensure the accurate, compliant, and timely administration of Self-Invested Pe...

• Aberdeen
• £63000.00 - £85000.00 per annum + Excellent benefits package and bonus
• Posted 12 days ago

I am currently recruiting for a Financial Adviser for this very well known firm with offices in Aberdeen. You will provide advice to HNW private clients across a range of individuals including some niche professionals. You will be working with their existing clients and referrals. Dealing predomi...

• Edinburgh
• £35000 - £42000 per annum + benefits package
• Posted 14 days ago

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Edinburgh team. Responsibilities include guiding team members, checking, verifying tasks, meeting deadlines, and ensuring compliance with pension laws. Strong communication and proactive suppor...

• Glasgow
• £40000 - £45000 per annum + benefits package
• Posted 15 days 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...

• Edinburgh
• £40000 - £50000 per annum
• Posted 16 days ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• Stirling
• £55000 - £65000 per annum
• Posted 20 days ago

An opportunity has arisen for an experienced Financial Adviser to join a successful IFA practice in Stirling to take over an existing large portfolio. A number of the clients are UHNW and it is an interesting and diverse client bank. In the role due to their approach to clients, you would be serv...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted 22 days 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...

• Glasgow
• £70000 - £90000 per annum
• Posted 22 days ago

A fantastic opportunity has arisen for a number Financial Planner's 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 shoul...