All jobs near Scotland

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 8 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...

• Edinburgh
• £30000 - £37500 per annum
• Posted 13 days ago

An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Planning Assistant into their team. You will be part of a team providing support to Financial Planners. Responsibilities: Using Xplan system and a variety of platforms Obtain quotes, illustrations, produ...

• Aberdeen
• £25000 - £32000 per annum
• Posted 19 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice. 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: Using IO system and a variety of p...

• Edinburgh
• £28000 - £33000 per annum
• Posted 21 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
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 21 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...

• Elgin
• £22000 - £30000 per annum
• Posted 22 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
• £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...

• Glasgow
• £32000 - £39000 per annum
• Posted about 2 months 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,...

• Edinburgh
• Negotiable
• Posted about 2 months 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
• £32000 - £38000 per annum + Bonus
• Posted about 2 months 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
• £25000 - £30000 per annum
• Posted 2 months 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...

• Edinburgh
• £32000 - £38000 per annum
• Posted 3 months 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, ...

• Edinburgh
• £25000 - £33000 per annum
• Posted 3 months 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...