All jobs near Scotland

Found 14 jobs
    • 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
    • £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...

    • 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
    • £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 ...

    • Aberdeen
    • £25000 - £30000 per annum
    • Posted 25 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...

    • Glasgow
    • £32000.00 - £38000.00 per annum + Excellent benefits package
    • Posted 29 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,...

    • Edinburgh
    • £32000 - £38000 per annum
    • Posted about 1 month 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
    • £30000 - £36000 per annum + benefits package
    • Posted about 2 months ago

    This is a fantastic opportunity for an ambitious Investment administrator looking to progress within Private Banking/Wealth Management. Investment Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilities...

    • Aberdeen
    • £25000 - £30000 per annum
    • Posted about 2 months ago

    Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. 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 an...

    • Edinburgh
    • £25000 - £30000 per annum
    • Posted 3 months ago

    Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an Client Support Administrator. Key responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.) Liaise with providers to obtain client pr...

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